Family Wealth & Estate Planning 2009
Monday 18th May 2009 - Hilton London Paddington
Wednesday 20th May 2009 - Oulton Hall, Leeds
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9:00am Chairman’s Opening Remarks
Stephen Harris, Editorial Director, WealthBriefing - London
Sandy Loder, Fleming Family & Partners - Leeds
THE FAMILY OFFICE BUSINESS
9:10am Keynote Presentation - Benchmarking and the Wealth Advisory
Heinrich Liechtenstein - Professor of Financial Management, IESE Business School, Barcelona, Spain
Not available for access
FAMILY GOVERNANCE, STRUCTURES AND INVESTMENT
9:45am Family Office Services, Facilitation, Leadership for families
Kripa Sethuraman, Managing Partner, Family Office Exchange
10:20am
London: The Business of Family Office Advisory – Is it worth it?
Seb Dovey, Managing Partner, Scorpio Partnership
Leeds: What do Wealthy Families want from their Advisers?
Penny Lovell, Fleming Family & Partners
11:10am How to Avoid Disputes Destroying Wealth – Governance and how to structure family assets
Caroline Garnham, Partner, LG Solicitors
11:50am How do you Deliver your Investment Strategy to Wealthy Clients more efficiently?
Stuart Anderson, CEO, arm
Session sponsored by Praemium
1:30pm Estate Planning for Wealthy Families
Panel Chair: Alison Paul, Partner, Turcan Connell
Panelists: William Feeny, Kings Court Trust Corporation & Colin Davison, Cranleys Chartered Accountants
2:10pm
London: What do Wealthy Families want from their Advisers?
Penny Lovell, Fleming Family & Partners
Leeds: Succession & the Next Generation
Sandy Loder, Fleming Family & Partners
PROTECTING THE FAMILY BUSINESS
2:50pm Wealth Management for the Business Owning Family
Kenneth McCracken, Director, Family Business Solutions Limited.
3:40pm Protecting the Family Estate against Predators
Samantha Morgan, Partner, Withers Solicitors
TRENDS IN INVESTMENT MANAGEMENT AND TAX
4:15pm Tax Strategies for Maximizing Business Wealth
London: David Kilshaw, Partner, Tax – Private Client Advisory KPMG.
Leeds: Dermot Callinan, Senior Partner, Tax – Private Client Advisory KPMG.
5:00pm Wealth Signs: What sort of wealth creator is your client?
Stuart Podmore, Vice President, JP Morgan
Click on the link www.jpmorganassetmanagement.co.uk and access directly from the JP Morgan website
TRENDS IN INVESTMENT MANAGEMENT AND TAX
London: Brian Lawless
Leeds: Peter Legg, Vantis