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4 key themes covered

In depth coverage of the key aspects of advising HNWIs and families

Tax Planning

  • U.S. Tax Considerations Post Trump
  • A Right to Privacy? CRS and Beneficial Ownership
  • UK Non Dom Regime – where are we now?
  • The Italian forfait tax regime for HNWIs moving to Italy

Wealth Management, Private Banking & Family Office

Investment 101  

  • Understanding Key Drivers in Wealth Management and Private Banking in Planning
  • Structuring different types of portfolios based on client profile

Understanding Key Drivers in Asset Protection  

  • Drivers for overseas investments - geopolitical and economic risk factors
  • Development of wealth structures - what’s in place
  • Has it been built to last?
  • Regulatory and tax pressures - offshore/onshore
  • What does the future hold?

The Modern Role of the Family Office in Wealth Plannings

Structuring & Estate Planning

  • Offshore Structuring – What Options are available
  • How to Avoid Conflict During Family Business Transition and Family Governance Issues
  • Family’s need for Planning and Protection in the Modern World
  • Trusts and foundations/ Investments funds for Malta
  • When Things Go Wrong with Private Client Planning: Impact on a Global Citizen
  • Divorce – Pre-Nups and Pre-Emptive Planning

Jurisdictional Options

U.S. Tax Considerations Post Trump  

  • The End of the Offshore Voluntary Disclosure Program - FATCA and the Closure of the U.S. Tax Net
  • 2017 Tax Reform
  • Impact on trust structuring
  • Changes to taxation of individuals and family businesse

Access to North America  

  • What to Expect from Trump's Immigration Policies
  • Discussion of how to Access to North America

UK Immigration Program  

  • The UK’s Investor Visa actually gained popularity after the Brexit vote causing a surge in applications in the months following the referendum.
  • Discussion of likely future trends in light of Brexit
  • Value of investment
  • Duration of visa and terms to be aware of

Thought Leader