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31st Annual International Private Client Tax Conference: private wealth seeking shelter and opportunity alike

1 Mar - 3 Mar 2026

Session information

The four-pillar dialogue: family office, legal, banking and investment advisory. Perspectives on global private client challenges

Monday 2 March (0900 - 1015)

Description

This panel brings together representatives of the four key pillars that shape the decision-making ecosystem of international private clients: family offices, legal advisers, private bankers and investment professionals. Through a dynamic, practice-oriented discussion, the speakers will explore how these disciplines interact when addressing complex cross-border issues for wealthy families, including governance structures, succession planning and wealth deployment strategies.

Session / Workshop Chair(s)

Alessia Allegretti	Boies Schiller Flexner LLP, Milan, Italy; North American Regional Forum Liaison Officer, Private Client Tax Committee
Megan Worrell	JP Morgan International Private Bank, New York, New York, USA; Committee Liaison Officer, Private Client Tax Committee

Speakers

Jochen Vogler	Bellecapital, Zürich, Switzerland
Jeannette Tamar Yazedjian	Private Family Office, Los Angeles, California, USA; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee

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