Unlock the Full Agenda for International Private Client Forum 2025 – Coming Soon!

The agenda for the International Private Client Forum 2025 is designed to provide four days of deep insights, expert-led discussions, and dynamic networking opportunities. Attendees can expect thought-provoking sessions on key issues affecting the private wealth sector, all led by world-renowned advisors and industry leaders. With a schedule carefully curated to balance informative discussions and ample networking time, this event will deliver actionable strategies to help you and your clients succeed.

Please not that the below is a draft - be sure to check back  for the full agenda and speakers!

Thursday, November 13, 2025
12:30 PM - 1:30 PM
 
1:35 PM - 1:55 PM
 
1:55 PM - 2:55 PM
 
2:55 PM - 3:20 PM
 
3:20 PM - 4:00 PM

Is anywhere safe? This session following our keynote Professor Jason Sharman will both consider his insights in the context of our clients, and examine the impact of political instability on the advice we are giving. With mounting tariffs, East-West tensions, and threats of World War, what are we doing to mitigate disruptions and ‘Trump-proof’ wealth? Is the answer liquidity and diversification, or remaining globally mobile?

4:00 PM - 4:40 PM

Tax authorities are becoming more aggressive, using technology and international cooperation to scrutinize wealthy families. This session explores the evolving role of the private client tax adviser — balancing strict compliance and reputational protection with strategic tax planning to preserve and grow family wealth in a high-risk environment.

4:40 PM - 5:30 PM

Who owns what — and when — becomes critical in the context of marriage, divorce, death, and succession. Across Europe, families are increasingly using tools like family agreements, trusts, and holding structures to navigate generational transfers, asset protection, and control. This session explores how matrimonial property regimes intersect with these strategies, and the evolving legal and tax landscape across jurisdictions.

5:30 PM - 6:30 PM

1 - The Hidden Fault Lines: Traps That Undermine Family Offices

2 - Legacy in Motion: Preparing Minds, Managing Trust, Bridging Generations

3 - Health is Wealth?

4 - From Midshore to Mainstream: The Story of American Trusts

7:30 PM - 8:15 PM
 
8:15 PM - 10:30 PM
 
Friday, November 14, 2025
9:00 AM - 9:10 AM
 
9:10 AM - 10:10 AM
 
10:10 AM - 10:50 AM
 
10:50 AM - 11:10 AM
 
11:10 AM - 11:50 AM

From super yachts and private jets to art, luxury collectibles, crypto, and private equity, high-net-worth clients hold diverse and often unconventional assets. This panel brings together specialists across these ‘sexy’ asset classes to explore the unique challenges advisers face — including loan-to-value considerations, insurance complexities, valuation, and tax implications. Discover how to manage risk and unlock value in the world’s most exclusive investments.

11:50 AM - 12:30 PM

This session examines the growing intersection between private client advisory and high-conflict family disputes involving abduction and coercion. From cross-border child abduction during custody battles to the unlawful removal or manipulation of elderly individuals — often referred to as "granny-napping" — these cases raise serious concerns around legal capacity, undue influence, and succession planning. We will explore the legal remedies available under international and domestic frameworks, the evidentiary challenges in proving coercion, and the proactive steps advisers can take to safeguard vulnerable clients and preserve testamentary intent.

12:30 PM - 1:30 PM

1 - Inspiring Family Philanthropy: Beyond Purpose Trusts and Into Impact

2 - Litigation Lightning Round

3 - Building Influence in the Middle East

4 - TBC

1:30 PM - 2:30 PM
 
2:30 PM - 4:00 PM
 
7:00 PM - 8:00 PM
 
8:00 PM - 10:30 PM
 
Saturday, November 15, 2025
10:30 AM - 12:30 PM
 
12:30 PM - 1:30 PM
 

Join Us for an Unforgettable Experience

Don’t miss your chance to engage with industry leaders and gain invaluable insights at the International Private Client Forum 2025. Register now to secure your spot and be part of this prestigious event.