How advisers support clients amid technological change, market volatility, geopolitics, shifting tax rules, and longer lifespans - translating complexity into actionable decisions and coordinating across disciplines. 

The importance of appointing professional trustees, including trustee replacement in the context of litigation risks such as intrafamily disputes, debtor claims, and enforcement actions.

Are purpose trusts being pushed beyond their intended limits? A discussion of protectors — when they are required, how they function, and whether they are being used to create non-conventional trust structures. Are these developments innovative solutions or sources of increased risk?

This session explores the emerging generation of successful entrepreneurs, from rapidly scaling tech and AI businesses to early exits and accelerated liquidity events. It will examine evolving remuneration trends, estate planning for “new wealth,” and the growing importance of asset protection in an increasingly complex and challenging global environment.

Major economic, political, legal, and tax developments across Argentina, Brazil, Chile, and Colombia, with a focus on what these shifts mean for clients. Framed as a strategic regional update, the session will explore trends, risks, and opportunities rather than a purely technical analysis.

Debate around inherited wealth, star trusts, things you can do to control your beneficiaries - but is that a good thing? Does it lead to more troubles than it solves? What other risks of inherited wealth generally and how to guard against it. 

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 characterised by their digital fluency, strong desire for meaningful work, and emphasis on diversity and inclusion. However, they also present new challenges, such as differing communication preferences and expectations of rapid career growth. This session will explore how to effectively lead, motivate, and integrate different generations into your teams, while remaining mindful that they will one day be advising our clients’ children and grandchildren.

As tax and immigration regimes continue to evolve, this session looks at how changes in the US are driving outbound migration among high-net-worth individuals, and the exit tax considerations that follow. Turning to the UK, the discussion will assess recent reforms, the drivers behind both emigration and inward migration, and what these shifts mean for internationally mobile wealth.

A strategic discussion on the evolving Golden Visa landscape amid growing politicisation of migration. Covering key jurisdictions including Greece, Spain, United States, and Portugal, the session explores post-visa legal, tax, and compliance considerations, and the challenges posed by misalignment between immigration regimes, tax policy, and family office planning.

A critical review of whether the traditional test for capacity remains appropriate in modern private client practice, particularly in light of longevity, cognitive decline, and complex asset structures.

Option One - Mexican Cooking Class
Option Two - Tequila Tasting

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?