We will hear from our friends in the industry about the case that shaped their legal career, the lessons they learned and what they brought with them into their next one. 

We are always advising our clients as to how to handle succession planning, whether by involving their children from an earlier age in the day-to-day running of the structures, or by hosting annual meetings to ensure they are consistently engaged. What advice can we take from ourselves as we consider succession in our own teams? If we don’t introduce our clients to our colleagues, our clients might leave as we get older, thinking we don’t have a team behind us?  How can we induce our clients to stay, and how can we induce our bench to stay?

This session will examine the difficulties associated with decision-making. Whether a trustee or a lawyer, individual advisors want to ensure that they are sticking to best practices, modulating their risk, and are protected should a conflict of interest or other pitfalls arise. There have been numerous cases in the last couple of years where decision-making has been a key theme, and we will deep-dive into these and discuss what might have been handled differently. 

Bermuda’s position two hours from the coast of the USA renders it a popular destination for wealthy Americans to structure their wealth. We will examine recent political turmoil coming from the White House, from the economic tariff war to the potential introduction of a “gold card”, how can we ensure that all structures are “Trump-Proof”?

In this session we will examine trends in family planning and how our clients’ attitudes towards family are changing in the current global political climate.