Session Details Page | International Bar Association

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

1 Mar - 3 Mar 2026

Session information

Drifting away and losing focus: the aging HNW client in his wisdom, confusion and vulnerability

Tuesday 3 March (1100 - 1215)

Description

This session explores what happens when aging clients change wills, remarry, gift generously, or disinherit heirs — all seemingly within their rights. We will examine where autonomy ends and undue influence begins, and what lawyers, banks, and custodians should do when the lines blur. From ‘heir hunting’ to sudden consultant changes, we address the legal and ethical tensions that arise when perception diverges from reality. It's a discussion about law, dignity, and professional responsibility — and about protecting clients, even when they resist it.

Session / Workshop Chair(s)

Rachel Mainwaring-Taylor	MEUM Group, London, England
Markus Zwicky	Zwicky & Partner, Zug, Switzerland; Diversity and Inclusion Officer, Private Client Tax Committee

Speakers

Tom Amlot	Penningtons Manches Cooper, London, England
Jake Kaplan	Alston & Bird, Atlanta, Georgia, USA
Dr Helene Rebholz	Paragraph 7 Attorneys at law, Vaduz, Liechtenstein

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