Explore the Insightful Agenda Crafted for Industry Leaders

The agenda for Private Client Exchange Switzerland 2025 has been meticulously designed to address the most critical issues in the private client sector. Expect dynamic sessions, intimate discussions, and thought-provoking debates led by world-renowned advisers and industry leaders. Each session is carefully curated to provide actionable insights and foster meaningful connections that will shape the future of private wealth management. We’re showcasing a draft agenda based on the highly acclaimed 2024 event. Be sure to return soon to explore the finalised agenda and discover the speakers who will drive these impactful discussions.

Thursday, March 27, 2025
1:00 PM - 2:00 PM
 
2:00 PM - 2:10 PM
 
2:10 PM - 3:15 PM

This session will explore the relocation trends of individuals moving to and from the US and UK in response to political changes. Where are they settling in Europe? How do we navigate cross-border taxation? What other key considerations should be taken into account?

3:15 PM - 4:20 PM

This session will examine the challenges, best practices, and key insights into international family wealth-related disputes, offering practical recommendations for non-contentious private client lawyers.

4:20 PM - 4:40 PM
 
4:40 PM - 5:30 PM

Although trusts are often associated with common law jurisdictions, how do they interact with civil law in cross-border succession? This session will explore the key challenges and implications. 

5:30 PM - 7:00 PM
 
7:00 PM - 8:00 PM
 
8:00 PM - 10:30 PM
 
Friday, March 28, 2025
7:00 AM - 9:00 AM
 
9:00 AM - 10:00 AM

On 1 January 2025 the revised Swiss private international law on international succession entered into force. This session will examine the background of the revision and the new planning tools permitted under the revision , including for clients domiciled outside Switzerland.

10:00 AM - 11:00 AM

In this session, the speakers will kick-off an open discussion on current developments and issues in the trust / foundation industry.

11:00 AM - 11:10 AM
 
11:00 AM - 12:00 PM
 
12:00 PM
 

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