Uniquely designed to bring together trusted advisors, family office executives and family members concerned with structuring and preserving wealth and legacy. This conference is designed to be more inclusive and bring in the expertise of the legal, tax, trust, jurisdictional and accountancy professions via a series of interactive panel sessions and family case studies.

With a theme of stewardship, security, and stability, this 2-day conference will explore the needs for families amidst the economic and political landscape, changing regulations as well as exploring tax, privacy, complexity, family boards and councils, communications, succession planning, out-sourcing and in-sourcing, governance and philanthropy.

Sessions include:

EDUCATING AND PREPARING THE NEXT GEN – BUILDING TRUST AND RESILIENCE

ROLE OF THE TRUSTED ADVISOR – GETTING TAILORED PROFESSIONAL ADVICE INSIDE AND OUTSIDE OF THE FAMILY OFFICE and

SUCCESSION PLANNING VEHICLES – followed by GROUPWORK SESSION ON WEALTH TRANSITION IN AN AGE OF COMPLEX FAMILIES

We've an excellent blend of advisors, family office professionals and family members sharing their perspectives on the big picture issues, providing practical insight on technical concerns and personal stories.

View the programme here. 

To register or for further information contact:*

 *Membros da Associação das Empresas Familiares têm um valor especial de inscrição.