Conference programme - Friday 4 November

CLICK HERE to listen to conference chairman, Terry Christensen, introducing Private Client Forum 2011.

08.50 Chairman's opening remarks
Henry Christensen III, partner, McDermott Will & Emery, USA

09.00 Best practice workshop: The '10 golden rules' for advising international families
What are the 10 golden rules for managing international wealthy families? This session will delve deep into the complex matters within families including culture, age and gender, their businesses and associated wealth to identify 10 clear and simple rules. This will build on comments and ideas fed through by the delegation in the lead-up to the session and over 2,000 high net worth individuals and families from around the world.
Alec Anderson, global head of trust and private client, director, Conyers Dill & Pearman, Bermuda
Catherine Grum, director, Barclays Wealth, UK
Edward Reed, partner, Macfarlanes, UK

10.00 Masterclass: What would you do if.......
Best practice tips are all very well but what would you if you received a call from a client who is fleeing their country as a politically exposed person? What would you do if your client's wealth is now linked to a region which is experiencing radical political regime change? What would you do if you walked into the office one day and found out that one of your trust beneficiaries had been kidnapped? Come ready to share your thoughts, experiences and ideas in this eye opening session focusing on protecting wealth in turbulent times.
Edward Buckland, global head of fiduciary, Barclays Wealth, UK
St John Robilliard, partner, Mourant Ozannes, Guernsey
Paul Stibbard, joint head of wealth management, Baker & McKenzie, UK

11.00 Coffee break

11.30 Keynote interview: Focus on Asia
This keynote interview with Jackson P Tai will explore investment, trade and trends in a continuously growing market. Where is Asia placed when it comes to the protection and enhancement of wealth and is Asia well prepared to deal with the associated risks?
Charlotte K Ito, partner, Fox Rothschild, USA

12.00 Interactive focus groups

A. Financial elder abuse
With recent cases making their way into the headlines, including "L'affaire Bettencourt" and Mickey Rooney's conservatorship and US Senate testimony, this session will draw on experiences from litigators who can advise family wealth planners on key ways to avoid or minimise the chance of abuse. The discussion will include (a) typical fact patterns where financial abuse may happen or already be in progress, (b) the ethical dilemmas faced by lawyers in dealing with the affairs of clients whose mental capacity may be impaired and (c) cross-border issues of recognition and enforcement of protective measures, especially as between the US and the UK.
Andrew De La Rosa, barrister, ICT Chambers, UK and Cayman Islands
Bruce Ross, partner, Holland & Knight, USA

B. Drafting errors and dealing with mistake
With the law of mistake no longer having the safety net of the Hastings-Bass principle, this session will look at new approaches and opinions in competing jurisdictions. How do you fix an instrument when the draftsman gets it wrong? Panelists will discuss the perspective from an English, Jersey and U.S. point of view.
James Campbell, partner, Bedell Group, Jersey
Steven L Cantor, managing partner, Cantor & Webb, USA
Simon Rylatt, partner, Boodle Hatfield, UK

C. Reputation management for private clients
Increasing transparency and information disclosure face clients at every turn so we ask - what is the price of privacy? In a world where social media and the internet is king, private clients are under a strain to maintain a squeaky clean image. Come ready to discuss experiences and ideas to protect and maintain the right status for your clients.
James T MacGregor, vice-chairman, The Abernathy MacGregor Group, USA
William Easun, partner, LG, Monaco

13.15 Lunch

15.00 Leisure activities

19.15 Cocktail reception

20.15 Gala dinner

CLICK HERE to download the conference brochure (pdf)