Gathering of experts across the globe who advise Russian & CIS HNWIs & UHNWIs

29 - 30 January 2020

Zürich Marriott Hotel, Zürich


william barry and brian fleming

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

sergei ostrovsky 2

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)

mark summers


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)

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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)


Over the last 6 years Russian Wealth Advisors Forum in Zurich has firmly established itself as a gathering of leading experts across the globe who advise Russian UHNWIs on their international assets and investments.

Over the two days, 50+ high-profile private bankers, lawyers, tax advisors, and representatives of family offices from SwitzerlandUKUSARussia, and other jurisdictions will share their specialist knowledge and expertise with you.

Olga Boltenko, Founder of Boltenko Law, will be the Chair of the Forum.


  • Sergei Ostrovsky, Senior Consultant & Solicitor, Ashurst (England & Wales) 
  • Nicholas Jacob, Parner, Forsters (London)
  • Mark Harper, Partner, Hughes Fowler Carruthers (London)
  • Vasilisa Strizh, Partner, Morgan Lewis & Bockius LLP (Moscow)
  • Daniel Bleuer, Attorney at Law & Notary Public,  Bleuer & Kleger (Switzerland) 
  • Johannes Gasser, Attorney at Law & Senior Partner, Gasser Partner Attorneys at Law (Liechtenstein)
  • Niccola Saccardo, Partner, Maisto e Associati (Italy)
  • Paolo Panico, Managing Partner, Private Trustees (Luxembourg)
  • Johanna Niegel, Head of Russia & CIS Desk, Senior Client Advisor, Allgemeines Treuunternehmen (Liechtenstein)
  • Thomas Stoltz, Partner, Bär & Karrer (Switzerland)
  • Mohammed Asaria, Managing Director& Board Member, Range Developments (Caribbean)
  • Stephen Richards, Partner, Withers (London)
  • Andrey Kirillov, Senior Associate, Pepeliaev Group (Moscow)
  • Anouch Sedef, Partner, Solicitor, Meyer Avocats (England & Wales)
  • Lia Shatberashvili, Partner, Kveidze and Partners, Moscow


  • LATEST UPDATES: Russian Tax Residency Changes: Does it Still Make Sense to Move Abroad?
  • Offshore Companies: Dead or Alive?
  • How to Secure Your Foreign Investments in a World of Disruptive Change?
  • Economic Outlook: Rich People Plan for Three Generations, Poor People Plan for Saturday Night
  • Solutions 2020: Best Ownership Structures for Real Estate and Yachts
  • Regulations in Switzerland
  • NEW TOPIC: Trusts in the USA: Too Good to Be True?


  • Solutions 2020: Your Trust and Trustees
  • Surveillance of the Wealthy: CRS, Public Registrars and etc
  • Where to Hide from Praying Eyes: Security for the Rich
  • Have I Got News for You: Russian Law and Tax
  • Family Governance: How to Have a Happy Family and Stay Rich
  • I am Getting Married, What Should I do? Importance of Nuptial Agreements
  • NEW TOPIC: Start-ups: Tax and Legal Planning for the Entrepreneur/Founder
  • The Global Criminalisation of Trusts and Estate Law 


Charlie Bain, CEO, Digitalis (London)
Charlie Bain


Digitalis (London)

Sergei Ostrovsky, Senior Consultant, Solicitor (England & Wales), Ashurst
Sergei Ostrovsky

Senior Consultant, Solicitor (England & Wales)


Mark Summers, Partner, Charles Russell Speechlys AG (London)
Mark Summers


Charles Russell Speechlys AG (London)

Kecia Barkawi, Founder & CEO, VALUEworks Multi-Family Office (Zurich)
Kecia Barkawi

Founder & CEO

VALUEworks Multi-Family Office (Zurich)

Maxim Alekseyev, Senior Partner, ALRUD Law Firm (Russia)
Maxim Alekseyev

Senior Partner

ALRUD Law Firm (Russia)

Mark Harper, Partner, Hughes Fowler Carruthers (London)
Mark Harper


Hughes Fowler Carruthers (London)

Darlene Hart, CEO, US Tax & Financial Services Limited (Zurich)
Darlene Hart


US Tax & Financial Services Limited (Zurich)

Brian Fleming, Member, Miller & Chevalier (US)
Brian Fleming


Miller & Chevalier (US)

Nicholas Jacob, Partner, Forsters (London)
Nicholas Jacob


Forsters (London)

Anouch Sedef, Partner, Meyer Avocats (Geneva)
Anouch Sedef


Meyer Avocats (Geneva)

Johanna Niegel, Head of Russia & CIS Desk, Senior Client Advisor, Allgemeines Treuunternehmen (Liechtenstein)
Johanna Niegel

Head of Russia & CIS Desk, Senior Client Advisor

Allgemeines Treuunternehmen (Liechtenstein)

Ayzo van Eysinga, Partner, Tax, AKD (Luxembourg)
Ayzo van Eysinga

Partner, Tax

AKD (Luxembourg)

Andrey Kirillov, Senior Associate, Pepeliaev Group (Moscow)
Andrey Kirillov

Senior Associate

Pepeliaev Group (Moscow)

Nicola Saccardo, Partner, Maisto e Associati (Italy)
Nicola Saccardo


Maisto e Associati (Italy)

William Barry, Member, Miller & Chevalier (US)
William Barry


Miller & Chevalier (US)

Christian Gattiker, Chief Strategist & Head of Research, Bank Julius Baer & Co. Ltd. (Zurich)
Christian Gattiker

Chief Strategist & Head of Research

Bank Julius Baer & Co. Ltd. (Zurich)

Michael Vlahovic, Head of Private Banking, EFG Bank AG (London)
Michael Vlahovic

Head of Private Banking

EFG Bank AG (London)

Chair: Olga Boltenko, Managing Partner, Boltenko Law (Zurich)
Chair: Olga Boltenko

Managing Partner

Boltenko Law (Zurich)

Filippo Noseda, Partner, Mishcon de Reya (London)
Filippo Noseda


Mishcon de Reya (London)

Michael Addison, Executive Director, UHNW Wealth Planning International, UBS AG (Switzerland)
Michael Addison

Executive Director, UHNW Wealth Planning International

UBS AG (Switzerland)

Charlie Willcox, Director, Family Office, Stonehage Fleming (Zurich)
Charlie Willcox

Director, Family Office

Stonehage Fleming (Zurich)

Johannes Gasser, Attorney at Law, Senior Partner, Gasser Partner Rechtsanwälte (Liechtenstein)
Johannes Gasser

Attorney at Law, Senior Partner

Gasser Partner Rechtsanwälte (Liechtenstein)

Philippe de Salis, Partner - Head of Fiduciary, Stonehage Fleming (Switzerland)
Philippe de Salis

Partner - Head of Fiduciary

Stonehage Fleming (Switzerland)

Walter Boss, Attorney-at-Law, Partner, Bratschi Wiederkehr & Buob AG (Zurich)
Walter Boss

Attorney-at-Law, Partner

Bratschi Wiederkehr & Buob AG (Zurich)

Jacques Messeca, Attorney, AyacheSalama (France)
Jacques Messeca


AyacheSalama (France)

Vasilisa Strizh, Managing Partner, Morgan Lewis & Bockius LLP (Moscow)
Vasilisa Strizh

Managing Partner

Morgan Lewis & Bockius LLP (Moscow)

Daniel Bleuer, Attorney at Law and Notary Public ,  Bleuer & Kleger Lawyers Law Firm & Notary Public (St. Gallen)
Daniel Bleuer

Attorney at Law and Notary Public

Bleuer & Kleger Lawyers Law Firm & Notary Public (St. Gallen)

Thomas Stoltz, Partner, Bär & Karrer (Zug)
Thomas Stoltz


Bär & Karrer (Zug)

Paolo Panico, Managing Partner, Private Trustees (Luxembourg)
Paolo Panico

Managing Partner

Private Trustees (Luxembourg)

Luigi Belluzzo, Managing Partner, Belluzzo International Partners (Italy)
Luigi Belluzzo

Managing Partner

Belluzzo International Partners (Italy)

Sergey Bogatyrev, Counsellor to the President, BBS (Best Business Solutions) PTE. LTD. (Singapore)
Sergey Bogatyrev

Counsellor to the President

BBS (Best Business Solutions) PTE. LTD. (Singapore)

Roi Lavi, Managing Director, Sqope S.A. (Geneva)
Roi Lavi

Managing Director

Sqope S.A. (Geneva)

Kamen Shoylev, Managing Partner, New Balkans Law Office
Kamen Shoylev

Managing Partner

New Balkans Law Office

Matthew Howson, Senior Associate, Harneys
Matthew Howson

Senior Associate


Dmitry Savochkin, Partner, Kveidze and Partners (Moscow)
Dmitry Savochkin


Kveidze and Partners (Moscow)

Kirill Rubalskiy, Partner, Kveidze and Partners (Moscow)
Kirill Rubalskiy


Kveidze and Partners (Moscow)

The Honourable Peter David , Minister, Foreign Affairs (Grenada)
The Honourable Peter David 


Foreign Affairs (Grenada)

Mohammed Asaria, Managing Director, Board Member,  Range Developments (Dubai, UAE)
Mohammed Asaria

Managing Director, Board Member

Range Developments (Dubai, UAE)

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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


filippo noseda

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

by Filippo Noseda, Partner at Mishcon de Reya

Click Here to Read >>


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 >>

nicola saccardo


Italian Tax Update 2020

by Nicola Saccardo, Partner at Maisto e Associati

Click Here to Read >>

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

Click Here to Read >>



  • Abacus
  • Accuro Geneva
  • ADS Securities
  • Arendt and Medernach S.A.
  • Ayia Napa Marina
  • Bank Julius Baer
  • Bank of Montreal Wealth Management
  • Banque Internationale a Luxembourg
  • BC Capital Partners
  • C. Savva and Associates
  • CBH Europe
  • C-Corp B.V.
  • Cone Marshall Limited
  • Conyers Dill & Pearman
  • Corecam Family Office
  • Credit Suisse
  • Cybarco Development Limited
  • Deloitte
  • Duvernoix Legal
  • Edmond de Rothschild (SUISSE) SA
  • FieldFisher
  • First Advisory Trust reg.
  • Genesis Fund Services Limited
  • Glenmede Trust Company N. A.
  • Hawksford
  • Heger & Partner Rechtsanwälte
  • Hughes Fowler Carruthers
  • Jackson Hole Trust Company
  • Jeantet Suisse
  • Kaiser Partner
  • KPMG
  • Jost & Partners
  • L Papaphilippou & Co
  • LGT Bank (Switzerland)
  • Lydda Capital
  • Maisto e Associati
  • LAW, SLP
  • Michael Kyprianou & Co
  • Mishcon de Reya
  • Pictet & Cie
  • EFG Bank
  • Nobel Trust Limited
  • Patrimony 1873
  • Property Vision
  • PT Billiton Industrial Global
  • Rigmora Holdings
  • RTP Global
  • Saffery Champness, Registered Fiduciaries
  • Sberbank Private Banking
  • SG Kleinwort Hambros Bank
  • St Peters Trust
  • Strik Attorneys at Law and Tax Advisors B.V.
  • Summit Trust International SA
  • Totalserve Management
  • Triay & Triay Spain
  • Union Bancaire Privée (Switzerland)
  • Vasil Kisil & Partners
  • Vega Wealth Management Sarl
  • Withers
  • ZEDRA Group


Very practical presentations and panel discussions on the essence of current trends and "must have" knowledge of highly qualified experts.

Maxim Simonov,

Head, Duvernoix Legal

Well organised event with valuable content, presented by highly professional individuals.

Charlie Willcox,

 Director, Family Office, Stonehage Fleming (Zurich)

Amazingly interesting topics watching current issues. Well-presented and insightful.

Marco Zeloni,

Managing Director, Barclays Bank