See the Strategic Agenda for Private Client Forum Americas 2025

The agenda for Private Client Forum Americas 2025 is meticulously crafted to address the most critical issues and trends in private wealth management. Over three days, industry leaders will guide you through dynamic sessions, insightful discussions, and collaborative debates essential for navigating the complexities of high-net-worth and ultra-high-net-worth advising. 

Wednesday, March 12, 2025
12:00 PM - 1:00 PM
 
1:00 PM - 1:15 PM
 
1:15 PM - 2:15 PM
 
2:15 PM - 2:55 PM

This session will delve into the evolving landscape of political and economic uncertainty, exploring how these factors are influencing global mobility. We will gain insight into the latest trends, risks, and discuss practical strategies to adapt and thrive in an increasingly unpredictable global environment.

2:55 PM - 3:20 PM
 
3:20 PM - 4:05 PM

In an era of evolving wealth management, families are rethinking how and where to structure their operations. This session will examine the key considerations driving families to establish offices in specific jurisdictions. For families who prefer not to establish a formal family office, we will explore innovative approaches to wealth management that offer flexibility and control without the need for a dedicated family office structure. Learn about the most intriguing jurisdictions currently favored by families and how to tailor solutions that meet diverse needs and priorities.

4:05 PM - 4:50 PM

The Great Wealth Transfer is upon us, and we are finding that there is a great divide between the generations’ attitudes towards their wealth. This session will examine key issues which are creating these schisms between family members, how and why they become disputes, and how governance structures can be put in place to help prevent them.

4:50 PM - 5:00 PM
 
5:00 PM - 6:00 PM
 
 
7:30 PM - 8:15 PM
 
8:15 PM - 10:00 PM
 
Thursday, March 13, 2025
8:55 AM - 9:00 AM
 
9:00 AM - 10:00 AM
 
10:00 AM - 10:40 AM

Matrimonial regimes are consistently being scrutinised, and how they differ and interact globally is of consistent interest. This session will be a potpourri of interesting cases and themes; from capacity, to surrogacy, to confidentiality in divorce proceedings, to adoption and ‘new families’, this session will break down sensitive issues and help us to understand what we need to know now.

10:40 AM - 11:20 AM

Following the UK’s new law/ vote against the Right to Die Bill, our debaters will examine this moral problem within the context of Private Client. How do different jurisdictions cope with this? Is this something that needs to be on our radar as advisors?

11:20 AM - 11:40 AM
 
11:40 AM - 12:20 PM

As the newest generation enters the workforce, understanding and managing multiple generations of employees has become a critical focus for law firm leaders. Gen Z is characterized by their digital fluency, strong desire for meaningful work, and emphasis on diversity and inclusion. However, they also present new challenges, such as different communication preferences and expectations for rapid career growth. This session will explore how to effectively lead, motivate, and integrate different generations into your teams, while remaining cogent that they will one day be advising our client’s children and grandchildren.

12:20 PM - 1:20 PM
 
 
1:30 PM - 2:30 PM
 
2:30 PM - 4:30 PM
 
7:00 PM - 8:00 PM
 
8:00 PM - 10:00 PM
 
Friday, March 14, 2025
10:25 AM - 10:30 AM
 
10:30 AM - 11:15 AM

This quick fire case roundup will provide a dynamic overview of recent legal developments across various jurisdictions. Discover the latest cases shaping the field, emerging trends in litigation, and what they mean for planners. Stay informed and ahead of the curve with actionable insights from the courtroom.

11:15 AM - 12:00 PM

It seems like a buzzword these days - ‘reputation’ - but our clients have one and we need to make sure it’s good. In a world of social media which is increasingly scrutinising the wealthy, what skills do we need to advise them? Viewing ourselves as strict lawyers is now out of date, will we be left behind if we don’t have these skills?

12:00 PM - 12:15 PM
 
12:15 PM - 1:15 PM
 

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