March 27, 2019

12:30 PM - 1:30 PM | Welcome lunch

1:30 PM - 1:40 PM | Opening remarks from the chairman: Everything old is new again

Joshua Rubenstein, Katten Muchin Rosenman, USA 

1:40 PM - 2:20 PM | Opening keynote: Thinking the unthinkable

Jeff Greenfield, Television Journalist & Author, USA 

2:20 PM - 3:00 PM | Secrecy is dead, don't take our privacy as well: Kodachrome

In today’s current climate, where transparency is growing, privacy is being eroded in the private client world. The opening panel will take an in-depth look at the new attacks on privacy (CRS, GDPR and trust registers) and the prevention strategies that you can put into place to preserve privacy.   Who or what is to blame?
  • Information exchange 
  • Internet
  • Big data
Dean Berry, Cadwalader, Wickersham & Taft, USA
Martin Litwak, Litwak & Partners, USA


3:00 PM - 3:40 PM | Look outside the box and choose the right structure: Tiny boxes

Family planning requires a blend of entities, but which structures work best under which circumstances? Join this session as the speakers pitch their chosen structure and provide an analysis of which entities work best under which circumstances.
  • Trusts
  • Corporations
  • Partnerships
  • Foundations
Alberto Benshimol, D’Empaire Reyna, Venezuela
Raul-Angelo Papotti, Chiomenti, Italy 
Matthew Sperry, McGuire Woods, USA

3:40 PM - 4:00 PM | Coffee and networking break

4:00 PM - 4:40 PM | Automatic - Electronic/virtual wills: The wave of the future?

What are the changes and how will it impact you and your jurisdiction?
  • How do you prove capacity?
  • How do you deal with forgeries?
  • How do you resolve construction issues?
William T. Hennessey, Gunster, USA

4:40 PM - 5:40 PM | Interactive boardroom discussions: The times, they are a-changin'

Our expertly facilitated interactive boardroom discussions allow you to choose topics that are of the most importance and relevance to you. Come prepared for in-depth discussions. 

A) USA/Canadian estate planning developments
Kathryn von Matthiessen, Katten Muchin Rosenman, USA  
Margaret O'Sullivan, O'Sullivan Estate Lawyers, Canada 
B) Latin America estate planning developments
Nicolas Malumian, Malumian & Asoc, Argentina 
Alessandro Bavila, Maisto e Associati, Italy
C) European estate planning developments
Florentino Carreno, Cuatrecasas, Spain 

7:30 PM - | Welcome drinks reception

8:00 PM - | Welcome dinner

March 28, 2019

9:00 AM - 9:10 AM | Opening remarks from the chairman: Sailing to Philadelphia

Joshua Rubenstein, Katten Muchin Rosenman, USA

9:10 AM - 10:00 AM | Opening keynote: The unleashing of a new era of financial warfare

Juan C. Zarate, former Deputy Assistant to the President/ Deputy National Security Advisor for Combating Terrorism (President Bush Jnr), USA

10:00 AM - 10:40 AM | Options for modifying irrevocable structures: Changes

Options available to modify irrevocable structures varies dramatically around the world. Our speakers will compare and contrast the approach taken by four jurisdictions and will outline the available options and the changes that can be made.
  • Retroactive modifications
  • Prospective modifications
  • Modifications resulting from litigation
Armando Larra Yaffar, Chevez Ruiz Zamarripa, Mexico 
Craig MacIntyre, Conyers Dill & Pearman, Bermuda 
Pedro Ramirez, Turanzas, Bravo & Ambrosi, Mexico 
Victor Manuel Barajas Barreau, Basham, Ringe y Correa, Mexico 

10:40 AM - 11:00 AM | Coffee and networking break

11:00 AM - 12:00 PM | Interactive boardroom discussions: Then came you

Our expertly facilitated interactive boardroom discussions allow you to choose topics that are of the most importance and relevance to you. Come prepared for in-depth discussions. 
A) Impact of matrimonial issues on administering structures
Rosie Schumm, Forsters, UK 
Marcus Dearle, Bryan Cave Leighton Paisner, Hong Kong 

B) Impact of incapacity issues on administering structures 
Bernard Krooks, Littman Krooks, USA
C) Impact of creditor issues on administering structures 
Mark Osborne
, Osborne, Helman, Knebel & Scott, USA 

12:00 PM - 12:45 PM | The art of surviving the inevitable cyberattack: Eye in the sky

A cyber-attack can cause devastating damage to any organisation and as such, is one of the largest risks facing law firms and clients today. Our expert speakers will share war stories and key takeaways that will ensure you are prepared and can survive the inevitable attack:
  • Should you manage the cyber threat differently across borders?
  • When and how to engage with law enforcement?
  • How can you prevent a future attack?
Roger Meltzer, DLA Piper, USA
Amy Pope, Schillings, UK 

12:45 PM - 2:00 PM | Lunch and networking

2:00 PM - 4:00 PM | Leisure networking activities

7:00 PM - | Gala dinner drinks

8:00 PM - | Gala dinner

March 29, 2019

10:00 AM - 10:15 AM | Opening remarks from the chairman: I fought the law

Joshua Rubenstein, Katten Muchin Rosenman, USA 

10:15 AM - 11:00 AM | The latest trends in private client litigation: I'll sue ya

Join this high octane session as our speakers analyse and provide a snapshot summary of recent influential cases.
  • Is there a trend for litigation cases at the moment?
  • What are the drivers for this trend
  • How will this affect future case law?
Adam Streisand, Sheppard Mullin, USA 
Shân Warnock-Smith QC, 5 Stone Buildings, UK

11:00 AM - 12:00 PM | Closing keynote:  Insights into the emotional side of wealth management

  • How does psychology help in understanding family wealth
  • Affluenza and the importance of education and training in preparing the next generation (for succession and taking on roles in the family system)Understanding generational perspectives
  • The importance of integrating non-financial advisors, wealth advisors and the family in preparing, managing and preserving the family wealth
Dr Ronit Lami, Wealth Psychologist, USA 

12:00 PM - | Closing comments followed by lunch