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  2. 22nd Annual International Wealth Transfer Practice Conference
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  4. ‘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.

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.

Monday 6 March (1530 - 1700)

Gmail Yahoo Apple / Outlook
Claridge’s Hotel

Committee(s)

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

Description

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

Speakers

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

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