2018 International Private Client Forum
 


Principal Sponsor

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. We are a truly global organisation, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of clients around the world. With a commitment to earning trust and building lasting relationships, every interaction with us is defined through our core values and culture of doing what’s right for our clients and helping communities prosper.
www.rbcwealthmanagement.com


Sponsors

Bermuda is a premier international financial centre with a sophisticated legal system, based on British Common Law, sensible supervision, recognized expertise and a robust infrastructure. There is a very active STEP branch and an effective legislative review. Bermuda is well suited to administering complex trust structures, private trust companies, Purpose Trust structures, Unit Trust structures for Fund Administration and other financial planning tools. Bermuda offers comprehensive commercial solutions to companies, and Private Clients. Bermuda Business Development Agency (BDA) is an independent organisation partnering with the public and private sectors to enhance international business in Bermuda.
www.bermudabda.com


Butterfield Trust has been in the business of establishing and administering fiduciary structures for our clients since the advent of international trust legislation more than 75 years ago, and delivers services to international clients through six independent companies based in Bermuda, The Bahamas, the Cayman Islands, Guernsey, New Zealand and Switzerland. Our teams of highly professional and respected specialists are experienced in administering both complex and more straightforward solutions in partnership with clients and their advisers around the globe. We offer a flexible approach to holding a wide variety of financial and other assets under administration. We pride ourselves on providing a service that is focused on the needs of our clients and, to this end, have dedicated teams who administer solutions for private and institutional clients, family enterprise groups, charities, and philanthropic endeavours.
www.butterfieldgroup.com



The British Virgin Islands is one of the world’s premier centres for international business and finance. As a pioneering jurisdiction, the BVI has a long standing track record of facilitating trade, investment and capital flow.  In addition to its economic and political stability, it boasts a wealth of knowledgeable and innovative professionals; a modern, robust yet business-friendly regulatory regime and an attractive commercial environment that is a one-stop shop for both corporate and private wealth management.  The jurisdiction’s attractiveness for wealth management has been enhanced by the enactment of various pieces of modern, progressive legislation, including VISTA trusts and Private Trust Companies (PTCs).  BVI Finance is an innovative, efficient and respected international marketing and promotions organization with the mandate to maintain the highest possible reputation for BVI business and ensure that these best in class services are known and highly regarded among key markets and the private wealth advisors.
www.bvifinance.vg
www.bviglobalimpact.com 



Capital Generation Partners provides independent investment management advice to endowments, individuals and families seeking to preserve and develop their wealth. Based on the principle that the client should be placed first in every aspect of our work, we build bespoke investment portfolios that are unique to each client.  We deliver institutional-quality asset allocation advice, investment selection, due diligence and performance reporting services for all assets – including real estate and direct investments.  The firm is based in London, but with a global reach. CapGen currently has $2.5 billion of assets under management.

Deloitte’s Family Enterprise Consulting services brings together experts from the network of member firms around the world to provide specialist advice to family enterprises, including multi-generational business-owning families, family offices and family philanthropists. From dealing with the complex interplay of business and investment decisions, to ownership issues and family relationships, Deloitte’s teams help families across the globe to navigate these challenges and work together in a positive and constructive way.

Through a mixture of facilitation and advice, Deloitte has helped families create alignment and clarity on specific challenges such as determining an ownership plan for the next generation, family governance, succession planning, establishing and reviewing a family office structure and managing the relationship dynamics of a family business. Its family enterprise experts also support the next generation of family business leaders through the provision of tailored learning and development programmes which aim to help build the foundation for successful enterprises that flourish across generations.
 
“Deloitte” is the brand under which over 240,000 professionals in a network of independent firms throughout the world collaborate to provide audit and assurance, consulting, financial advisory, risk management, tax and related services to select clients.

www.deloitte.co.uk/familyenterprise

 



Frank Hirth

Frank Hirth is an award-winning firm of international tax specialists with a comprehensive knowledge of both the UK and US tax systems developed over 40 years. The firm was established in 1975 to support US and UK businesses expanding overseas, as well as expatriates of those countries, to understand and comply with their dual tax obligations.
Guided by our passion for building lasting client relationships, Frank Hirth has grown to be the 30th largest accountancy firm in the UK[1], covering personal and corporate tax, owner-managed businesses, trust and estate taxation and is well placed to handle the increasingly complex reporting environment.
We also offer our clients a range of accounting solutions and can provide a full statutory audit service through our affiliated company, Frank Hirth & Co LLP.

 

www.frankhirth.com

Intertrust

The Intertrust Group is a global quality leader in the private wealth, trust and corporate services sectors.  We provide high quality services for ultra-high net worth individuals, families and entrepreneurs as well as multinational corporations, financial institutions and alternative investment funds from every corner of the world:

>     Private Wealth services
>     Corporate services
>     Fund services
>     Capital Markets services

With 41 offices in 30 countries and over 2,500 employees worldwide, our expertise makes all the difference.  Our teams are highly qualified and we build solid relationships, providing tailored, practical solutions.  Solutions that are flexible enough to adapt to changing circumstances.
www.intertrustgroup.com



Jersey Finance promotes and develops the International Finance Centre of Jersey, which has over 50 years' expertise in delivering private wealth management, trusts, estate and succession planning, and more recently foundations, to our key target markets of the UK, Europe, India, Russia, GCC, Africa, Greater China and the USA. Political independence, economic stability, and a mature and respected legal and regulatory system enable Jersey to continue to attract deposits and investments from institutions and private clients across the world. This combined with the wealth of experience and expertise offered by Jersey's highly skilled workforce, including seven first tier legal practices, gives an unparalleled welcome to businesses and investors alike.
www.jerseyfinance.je




LGT Vestra is a partnership between the executive partners and the private banking group LGT, owned by the Princely Family of Liechtenstein. We challenge convention in our industry by offering a transparent service built around each client’s needs. When the firm was created in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. In the years since, we have been turning our vision into a reality. The partnership ethos of our business has allowed us to attract some of the best talent in our industry and draw together in-depth experience from multiple disciplines. We offer an experienced, personalised, flexible and direct approach to investment planning and management across multiple asset classes.
www.lgtvestra.com




Wealth stewardship is more than investment management. The origins of the Quilvest Group lie with the Bemberg family who, now in their seventh generation, continue to be served by Quilvest Switzerland (QVS). Over a period of 80 years, the original family office has diversified to include additional financial, investment, private equity, and wealth planning services for family and non-family clients spread across three continents. Since inception, Quilvest has been a committed and responsible wealth steward, with dedication to service, intellectual integrity, and alignment of interests necessary to facilitate the transfer of a legacy from one generation to the next. Quilvest takes a partnership approach to wealth stewardship, providing independent and conflict free advice and wealth planning, open architecture wealth management services, access to best in class alternative investments, and the insights and experiences of its global team on behalf of its clients. Today, Quilvest works with clients with a global presence and interests, and is fully licensed with offices in Zurich and Geneva.




Rawlinson & Hunter Zurich provides a comprehensive range of trustee, accounting, corporate administration and tax services. We recognise that behind every trust or foundation is a family, with its individual issues and aims, ranging from the preservation of the family business or its inherited wealth to matters of potential conflict within a family such as generational change or divorce. Our Directors are experienced in dealing sensitively with the pressures faced by such families, and fully understand the demands of a trustee’s role. Our Zurich office supports, and is supported by, a team of high-class professionals within our international grouping of firms, all of which are located in major offshore jurisdictions.



SANNE is a leading global provider of alternative asset, corporate and private client administration services.

Established for over 25 years and listed as a FTSE 250 company on the Main Market of the London Stock Exchange, SANNE employs more than 1,200 people worldwide and administers structures and funds that have in excess of £200 billion of assets.
 
As leaders in our field, we deliver tailored fiduciary services to a highly valued international client base through a global network of regulated businesses within 15 leading financial jurisdictions spread globally across the Americas, Europe, Africa and Asia-Pacific. We service clients through a number of specialist businesses which are led by directors with extensive asset class and market experience. They in turn are supported by multifunctional teams aligned to the specific requirements of each client, across one accredited platform.
 
We provide services in private debt and capital markets, real estate, private equity, hedge, institutional, executive incentives, private client and investment treasury services.
 
Key clients include alternative asset managers, financial institutions, family offices, UHNWIs and corporates.

www.sannegroup.com


Savills

Savills is a leading Global Real Estate advisor listed on the London Stock Exchange. Established in 1855 over the past 160 years Savills has grown into an international residential, agricultural commercial and investment property specialist. Savills has a rich heritage with a strong brand offering a premium service to private clients, trustees, corporations and their advisors with over 700 offices and associates worldwide. Savills are regarded as an innovative thinking organization with a unique combination of sector knowledge, excellent negotiating skills and entrepreneurial flair. Over the last decades Savills have established a major presence in the Americas, Asia Pacific, Middle East, and Africa. Savills have 35 offices in London and offices across Europe, including Milan and locally a presence in Como. Savills are proud to support the International Private Client Forum on Lake Como and will be represented by Anthony Griffiths FRICS who has worked for Savills for over 31 years and leads their London Private Client Residential Valuation team.






Summit Trust International SA is an independent trust services group headquartered in Geneva, Switzerland. Founded in 1999, Summit Trust is part of Sanlam Limited, a leading financial services group in South Africa, listed on the Johannesburg Stock Exchange. Summit Trust International brings a combination of financial and management stability which enables it to provide continuity in personal relationships and the orderly passing of family wealth for high net worth individuals who require offshore trust and company management services. Summit Trust International in Switzerland is characterised by specialisation, professionalism and integrity. Because Summit Trust International is committed to an independent trust administration policy, it is free to work with your existing financial advisers, lawyers, bankers and asset managers, or introduce you to suitable advisers if you do not yet have your preferred team. The bottom line? Expect to find familiar faces at Summit Trust International but not familiar solutions. Our people are under no pressure to sell you any particular product, just to provide you with the right service for your needs. We are not expecting to be the biggest offshore services provider, but we are striving to be the best.
www.summittrustgroup.com