Private Client Exchange France 2025
As we finalise the 2025 agenda, take a look at the 2025 edition to see why this event is a must-attend for industry leaders. Don’t miss the exclusive sessions that will advance your practice and expand your professional network. Stay tuned for the release of the 2025 agenda, coming soon!
October 2, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
12:00 PM - 1:30 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:30 PM - 1:40 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:40 PM - 2:40 PM | Indecisiveness often arises from the complexity of personal and financial affairs, as well as the fear of confronting difficult issues such as aging, incapacity, death, loss of control, or loss of wealth. As lawyers, how can we effectively guide indecisive clients, foster clarity, and build trust? Working with such clients can be challenging - their frequent changes of mind may strain family dynamics, drain energy, and lead to inefficient projects. What strategies have you found most effective in navigating these situations? | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2:40 PM - 3:40 PM | Marital property and prenuptial agreements are facing increased scrutiny, with a growing volume of litigation aimed at challenging their validity. This session will examine the latest developments and practical considerations, including litigation strategies and thinking ahead for taxation. We will also consider the complexities of international prenups, with particular attention to their recognition and enforcement across European jurisdictions. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3:40 PM - 4:10 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4:10 PM - 5:10 PM | Join us for a lively exploration of the latest litigation trends and updates shaping today’s legal landscape. This discussion will also explore practical ways to lock in settlements at the moment they are reached - avoiding the risk of a ‘case closed’ turning into a bottle of trouble opened when drafting the documentation. We’ll unpack emerging cases, spotlight key rulings, and track where the courts are headed next - all in a session designed to keep you sharp and ahead of the curve. And yes…, rosé will be served (in the most professional, yet entertaining way possible). | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
7:00 PM - 8:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
8:00 PM - 10:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
October 3, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:30 AM - 9:35 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
9:35 AM - 10:35 AM | As global regulations push for greater transparency, through frameworks like CRS, FATCA, DAC6, and the EU Transparency Register, private client advisors face increasing pressure to disclose sensitive information. But where is the line between necessary transparency and the client's right to privacy? This session explores the evolving disclosure landscape, when legal privilege can or should be waived, and how to balance regulatory compliance with fiduciary duties. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
10:35 AM - 11:35 AM | In an era of geopolitical uncertainty, shifting tax regimes, and rising authoritarianism, wealthy families are increasingly pursuing strategic relocations, dual residencies, second citizenships, and global asset diversification. Yet rather than focusing on how jurisdictions attract new citizens, this session will examine how they seek to deter departures—making it more difficult, costly, or unattractive for individuals to move away. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:35 AM - 11:50 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
11:50 AM - 12:50 PM | As philanthropy becomes increasingly global, donors and advisors face complex legal and regulatory landscapes when giving across borders. This session will examine the diverging definitions of charitable status, the tax treatment of international donations, and key compliance requirements in different jurisdictions. We'll also explore how to structure cross-border giving and impact investments to maximize both philanthropic impact and tax efficiency. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
12:50 PM - 1:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
1:00 PM - 2:00 PM |
Connect with Us on Social Media