28th Annual International Private Client Conference: New realities in the private client practice
5 Mar - 7 Mar 2023
Session information
What can i do with my assets in this new abnormal world?
Monday 6 March (1130 - 1245)
Description
As a result of major crises such as the USA-China commercial battle, continuing economic effects of Covid, run-away causes by socialist-communist political movements in some countries, and the current European entanglement with transparency regulation, asset protection has re-emerged as a critical part of private client planning. There is a demand on lawyers to address the needs of personal security, family migration, political abuse, financial and market volatility, family business internationalisation, rather than solely focusing on tax. This panel will analyse how the legal profession is dealing with such protection needs without violating the transparency world and the responsibility imposed on advisors.
Session / Workshop Chair(s)
Percy Castle Alvarez-Maza | DS Casahierro Abogados, Lima, Peru; Secretary, Private Client Tax Committee |
Juan Gonzalez | Converge Wealth Planning Inc, Miami, Florida, USA |
Speakers
Gema De la Calle | Mavens, Madrid, Spain |
Philip Van Hilten | No More Worries, The Hague, Netherlands |
Kathryn Von Matthiessen | Katten Muchin Rosenman, New York, New York, USA |