Cross-Border Enforcement Risks for Trusts, Family Offices and HNWIs – a US Perspective

• Current investigation and enforcement trends including tax fraud, money-laundering, economic sanctions, corruption and securities.
  
• Focus on Sanctions: how Russian/CIS HNWIs & UHNWIs (and their advisors) can assess the risk of potential future sanctions against them personally, as well as what they can do about it?
• Trust governance considerations relevant to cross-border enforcement risk.

Presented by William Barry & Brian Fleming from Miller & Chevalier

Brexit - Are There Any Consequences For Russian Clients? 

• A corporate lawyer's view from the City of London: New New British Government, Brexit and Russian Shareholders: Stay, Leave or Return?  

Presented by Sergei Ostrovsky, Senior Consultant at Ashurst (London)

Brexit for Russian Wealthy in London: Impact on Private Clients

• How Brexit will affect wealthy people living in London or having their assets there?

Presented by Mark Summers, Parner, Charles Russell Speechlys (Zurich)

The growing threat of digital and social media attacks on privacy & reputation 

• How to develop strategies to mitigate reputational risk from online content and increase reputational resilience online?

Presented by Charlie Bain, CEO, Digitalis (London)

The 6th Annual Russian Wealth Advisor Forum returns to Zurich, in January 2020.

At a time when transparency and exchange of information became a reality. Geopolitical games combined with poor administration of local affairs made governments hungry for cash. Wealthy are in the spotlight. Soon everyone will know how much you have, where you got it from and where you keep it. Good advice has never been more crucial! 

If you have not attended this event before, I highly recommend that you come this year. As an important event in the calendar of the Russian international elite’s trusted advisors, the forum presents an unparalleled opportunity to find solutions to your clients’ problems, to exchange knowledge and to create and renew an international network of colleagues and business contacts. I look forward to meeting old friends and making new ones in Zurich – join us at this memorable event!

With warm regards,
Olga Boltenko
Managing Partner, Boltenko Law, Zurich
Chair, Russian Wealth Advisors Forum

The Big Debate – Transparency vs Privacy: Common Reporting Standard and Beneficial Ownership Registers

by Filippo Noseda, Partner at Mishcon de Reya

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2019 Research Viewpoints on Lessons in Life: Questions every investor should be aware of

by Christian Gattiker, Chief Investment Strategist, Head of Research & Investment Solutions at Bank Julius Baer

Click Here to Read >>

Stonehage Fleming on Investment Strategies

and Capital Preservation

An Investment Strategy to Fit Wider Family Objectives >>

Stonehage Fleming Four Pillars of Capital - The Next Chapter >>

Italian Tax Update 2020

by Nicola Saccardo, Partner at Maisto e Associati

Click Here to Read >>

Julius Baer: An Alpine Song of Ice and Fire (2019 Research Viewpoints) 

Click Here to Read >>

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