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Transatlantic Wealth & Estate Planning: New York
November 20 2024
Convene at 101 Park AvenueNew York City
November 20 2024
Convene at 101 Park Avenue,
New York City

Transatlantic Wealth & Estate Planning: New York 2024

Join us to hear the experts find solutions to the latest dilemmas in cross-border tax & wealth planning and assess the implications of the global elections

Network with your peers from the whole advisory sphere!

Book your place now to join lawyers, accountants, wealth managers, private banks, and more across the US/UK HNW advisory community.

The 2024 event at a glance:

Why attend?

With a truly transatlantic focus, we will cover wealth and estate planning for US citizens or those who have financial interests in US assets.

Keep up-to-date with all the latest developments and find the best strategies to minimize tax inefficiency in transatlantic arrangements.

Network with your colleagues and peers from across the US and Europe to expose yourself to new and interesting perspectives.


Who should attend?

Any advisor to US clients with transatlantic interests:

  • Lawyers
  • Tax Advisors
  • Accountants
  • Wealth Managers
  • Private Banks
  • Family Offices
  • Professional Trustees
  • CFPs and Wealth Planners

What will we be covering?

Topics on the 2024 agenda include:

  • Transatlantic tax policy changes, including UK non-dom regime
  • Jurisdictional comparison
  • Transatlantic contentious litigation
  • Policy changes and philanthropy
  • Private Capital investing
  • Art and alternative assets

and much more...

Previous attendee

Excellent event, very well organised and worthwhile.

Sponsorship opportunities

We can tailor specific sponsorship and exhibition packages to help you meet and influence the people who are going to ensure the growth of your business now and in the future. With a clear understanding of your overall marketing strategy, we will work in partnership with you to develop a bespoke marketing solution to meet your objectives. We will ensure that you enjoy all the benefits of association with the right event, targeted at the right delegates, with a promotional package that underpins your marketing strategy.