Italy’s 2025 Supreme Court decision marks a significant shift in a jurisdiction where pre-nuptial agreements have historically received limited judicial attention. This session examines the ruling’s practical implications for international couples and advisors. Speakers will explore how the decision interacts with common-law approaches, what it means for enforceability and expectations in cross-border relationships, and how practitioners can better coordinate planning for families with ties to Italy and other comparative jurisdictions.

Cross-border trust disputes are on the rise, and differing disclosure standards can transform the trajectory of litigation. This session contrasts how civil-law and common-law courts approach disclosure obligations, the assessment of trustee conduct, and the interpretation of “discretion.” Using recent case experience, speakers will consider why outcomes can diverge sharply depending on governing law, forum selection, and local professional practices—and how advisors can navigate these competing frameworks.

An Italian family built its trusts, governance, and family constitution around stewarding a business, focused on control, representation, and preserving the company across generations. Then, unexpectedly, the business is sold, leaving the trust with €10 billion in cash. Overnight, the family shifts from custodians of a company to stewards of liquid wealth. With governance designed to protect a business rather than manage capital, and with considerations such as Italy’s forced heirship rules and potential offshore structuring, the family must rethink everything: purpose, investment, philanthropy, and whether to build a family office. Starting from a blank sheet of paper, what should the next structure look like?

As life expectancy rises, capacity issues are becoming central to private client advice. Increasing vulnerability exposes families to risks of financial abuse, mismanagement and asset dissipation. This Exchange examines protective mechanisms, including lasting powers of attorney, guardianship regimes and the strategic use of discretionary trusts - to ensure continuity, governance and asset protection in later life. Speakers will address practical case studies involving wealthy seniors and explore how advisors can pre-empt capacity-related challenges.

Global mobility means “home” is rarely fixed. Some departures are sudden - as seen with ongoing instability and conflict in parts of the Middle East - while others happen gradually through life events such as marriage, family transitions, or later-life decisions. For internationally mobile families, the possibility of one day returning - whether to Italy, the UK, or elsewhere - makes forward planning essential. As tax regimes and laws change, advisers must build flexibility into structures and drafting so plans can adapt over time. This session will explore how advice has evolved in an increasingly complex cross-border world, and whether advisers still focus too narrowly on individual jurisdictions rather than truly global solutions.

As global mobility increases, more jurisdictions are deploying anti-departure tax regimes to protect their tax bases, including exit taxes on unrealised gains and long-tail provisions extending liability after a change of residence. This session surveys recent and proposed measures across Europe, the UK and the US, including Belgium’s anticipated regime and the US’s OECD Commentary observation. Speakers will examine how these rules interact, the double-taxation risks they create, and why tight cross-border coordination is now essential for effective outbound planning.