22nd Annual International Wealth Transfer Practice Conference

6 Mar - 7 Mar 2017

Claridge’s Hotel

Session information

‘Three may keep a secret if two of them are dead’ How the well advised international family balances transparency, privacy and openness to transfer their wealth successfully.
Claridge’s Hotel


Family Law Committee (Lead)
Legal Practice Division (Lead)
Private Client Tax Committee (Lead)
Taxation Section (Lead)
European Regional Forum


Secrecy used to be a means of ensuring security. It seems that now the opposite is true yet many clients do not appreciate this development – something that becomes all too clear following a death. Claims from disappointed (and unexpected) beneficiaries, unclear business succession planning, tax carelessness, hidden assets, miscommunications, misunderstandings and surprises all produce avoidable insecurity for a family and its wealth. The session will: • demonstrate how we can add value by avoiding these uncertainties but accommodating the need for flexibility and the idiosyncrasies of each client • show how legal advice, tax strategy and family governance can together deliver a client’s objectives while retaining privacy and avoiding surprises • illustrate with case studies how best to manage the client who still equates secrecy with security

Session / Workshop Chair(s)

Anne Guichard n3t NOTAIRES, Paris, France; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee
Jonathan Riley Fladgate LLP, London, England


Kira Egorova ALRUD Law Firm, Moscow, Russian Federation
Nicola Saccardo Charles Russell Speechlys , London, England
Carine Youssef Tohme Tohme Law Firm, Beirut, Lebanon
Catherine Watson Coles KC McInnes Cooper, Halifax, Nova Scotia, Canada; Vice Chair, Private Client Tax Committee