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Transatlantic Wealth & Estate Planning: New York
November 2024
New York City
November 2024
New York City

Transatlantic Wealth & Estate Planning: New York 2024

The essential transatlantic tax and estate planning conference, helping you and your US clients with transatlantic interests plan effectively

The 2023 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 2023 agenda include:

  • Trusts - contentious trusts, comparing trust processes across the Atlantic
  • Family issues - divorce in cross-border unions, cross-border family offices
  • Tax - philanthropic giving, key jurisdictional differences
  • Immigration - planning a relocation in/out of the US, visas & passports

and much more...




Good, interesting agenda and good mix of subjects

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.