The wind of change: what to expect in 2019. Politics, economics, Russian law, compliance, tax transparency, attacks on offshore world
Compliant tax structuring for private and corporate clients
CRS & AEOI: practical considerations
High Tech: blockchain for the trusts industry, cyber-security, digital estate, etc.
Single – and multi-offices trends and challenges
Trusts in the 21st century
Offshore world: what is next?
Art and private clients: legal aspects
Tax residency and citizenship planning: home and away
Executive Director - Wealth Planning UHNW & GFO
UBS (Zurich)
Head Trust & Estate Advisory
Credit Suisse (Zurich)
Head of Private Banking
EFG Bank AG (London)
Chief Strategist & Head of Research
Bank Julius Baer & Co. Ltd. (Zurich)
Managing Partner
Boltenko Law (Zurich)
Senior Tax Expert
Boltenko Law (Zurich)
Co-Founder & Managing Director
FOSS Family Office Advisory (part of UBP, SA) (Switzerland)
Executive Vice Chairman
Rothschild Trust (London)
Managing Director
Zedra (Zurich)
Director, Family Office
Stonehage Fleming (Zurich)
Partner
Withersworldwide (London)
Executive Chairman, Art Management
Stonehage Fleming (Switzerland)
Partner
Continor Treuhand Anstalt (Vaduz, Liechtenstenstein)
Partner
LANTER (Zurich)
Partner
Mishcon de Reya (London)
Of Counsel
Alrud (Moscow)
Partner
Tiberghein (Brussels)
Director, Head of Corporate
Zedra (Jersey)
Director New Business Units, Business and Economic Development Office for Economy and Labour Department for Economic Affairs
Canton of Zurich
Partner, Attorney-at-Law
Bär & Karrer (Zurich)
Senior Partner
Alrud (Moscow)
Managing Director, Senior Policy Advisor
Egorov Puginsky Afanasiev & Partners (Washington)
Managing Partner
Belluzzo International Partners (Milan)
Partner, Private Client and Tax Team
Withersworldwide (London)
Partner
Morgan, Lewis & Bockius (Washington)
Partner - Head of Fiduciary
Stonehage Fleming (Switzerland)
Managing Director
Sqope S.A. (Geneva)
Partner
Amsterdam&Partners (London)
Managing Partner
Henley & Partners (Switzerland)
Managing Director
Rhone Trustees (Geneva)
Counsel, Head of Tax Practice
Egorov Puginsky Afanasiev & Partners (Moscow)
Partner, Head of White Collar Crime Practice
Egorov Puginsky Afanasiev & Partners, Moscow
Managing Partner
Carré Trust AG - Family Office (Switzerland, Zurich)
Attorney-at-Law, Partner
Bratschi Wiederkehr & Buob AG (Zurich)
Partner
AKD
Of Counsel
Dentons (Moscow)
Partner
AKD (Amsterdam)
Partner
Chryssafinis & Polyvious (Nicosia, Cyprus)
Head of Large Customer Sales
Google (Moscow)
Senior Associate, Art and Cultural Property Law Group
Constantine Cannon (London)
Partner, Corporate Tax
Edwin Coe (London)
Partner
TRUBOR Law Firm (Moscow)
Founding Partner
Nogueira Pegas – Advogados (Portugal)
Senior Partner
PKF Malta
Coach
Christian Gattiker, Chief Investment Strategist, Head of Research & Investment Solutions, Bank Julius Baer & Co Ltd.
RESEARCH VIEWPOINTS ON THE NEXT FINANCIAL CRISIS - Q1 2018 >>
The Fifth Annual Russian Wealth Advisor Forum returns to Zurich, Switzerland in January 2019 at a time when the private wealth world is at a crossroads. Exchange of information and regulation on the one hand need to be balanced with a person’s right to privacy and confidentiality on the other.
Russian clients have never been more international with families frequently having ties – through residence, birth, marriage or investment- to multiple countries and multiple systems of law. At the same time, compliance burden and AML regulations make it increasingly harder for honest tax-paying Russian businessmen to keep their money and investments abroad. Good advice has never been more crucial!
If you did not attend this event before, I highly recommend that you come this year – as an important event in the calendar of the trusted advisors of the Russian international elite, 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 for this memorable event!
With warm regards,
Olga Boltenko
Managing Partner, Boltenko Law, Zurich
Chair, Russian Wealth Advisors Forum
For Russian version please click here
More articles are available on forum blog>>
Amazingly interesting topics watching current issues. Well-presented and insightful.
ALRUD Law Firm
Altai Advisors
ALTENBURGER
Alvarez and Marsal CIS LLP
ANDBANK Monaco
ANDREAS DEMETRIADES & CO LLC
Artezano
Bank of Singapore
Conyers Dill & Pearman
Corecam Family Office
Cuatrecasas - Goncalves Pereira
DELOITTE
Egorov, Puginsky, Afanasiev & Partners
Eiwa Partners
Equiom (Guernsey) Limited
Bank Vontobel AG
Banque de Luxembourg
Banque Havilland
Banque Havilland SA (UK Branch)
BANQUE HERITAGE SA
Barclays
BSI – EFG
Carre Trust (Cyprus) Limited
ESC Evolution Service Company SA
EY Moscow
First Names Group
FOSS Family Office Services
Gatsby and White S.A.
Intertrust Fiduciary Services (Jersey) Ltd
Gazprombank
Carre Trust AG - Family Office
Charles Russell Speechlys LLP
Cheeswrights Notaries Public
Chetcuti Cauchi Advocates
Chiomenti Studio Legale
CHRYSSAFINIS & POLYVIOU
CIM Banque
CIO SDVentures
Henley & Partners
Phoenix Advisors
Rothschild Trust Group
Vickers Venture Partners
Withers LLP
UBS Wealth Management
Pictet Pourgoura & Aspri LLC
and many more...
