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  2. 26th International Private Client Virtual Conference
  3. Programme
  4. Roundtable three: Advising the ever-changing client

26th International Private Client Virtual Conference

1 Mar - 3 Mar 2021

Session information

Roundtable three: Advising the ever-changing client

Wednesday 3 March (1400 - 1515)

Gmail Yahoo Apple / Outlook

Committee(s)

Private Client Tax Committee (Lead)

Description

Our clients are changing citizenship, residency, life partners and/or assets at an ever-increasing rate. How do we plan for them if they keep changing their situation before, or soon after, implementing our strategic planning? How do we deal with the changing attitudes to wealth between generations? Are our clients’ children making an ethical, sustainable path their focus rather than wealth accumulation?

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