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

30 - 31 January 2019

Zürich Marriott Hotel, Zürich

First speaker confirmations for 2019 include

Olga is English and Russian qualified tax and wealth planning expert with over 20 years of experience in major Anglo-Saxon law firms. At the end of 2016 Olga left her role as a partner of Withers LLP to launch her own boutique law firm “Boltenko Law” aiming to add greater value to her clients. Olga achieves this by devoting more of her own time to the select number of clients and by offering effective solutions to problems of wealthy families.

Olga’s firm  focus is on Russian, UK and international tax matters for wealthy entrepreneurs from the CIS region, with an emphasis on tax efficient cross-border financing structures and international corporate operations. In addition, Boltenko Law works with family offices providing solutions to complex tax, succession and private wealth management issues for wealthy families and entrepreneurs from Russia and CIS.

Olga is actively engaged in the wider profession.  She is a member of International Bar Association (Chair of Individual Tax and Private Client Committee, 2015- 2016), Society of Trust and Estate Practitioners, International Academy of Trust and Estate Lawyers. 

She organizers and chairs a number of professional events on a regular basis and often is a guest speaker at major professional events.

Olga is named in Legal 500 Directory and in Chambers & Partners. She is listed in The Private Client Global Elite 2017 rating.

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Jan van Bueren, LLM, TEP, is Head Wealth Planning Zurich at the Swiss private bank Union Bancaire Privée (UBP) and Co-Founder of UBP’s family office advisory service - FOSS Family Office Services Switzerland (FOSS).

Jan holds a Master’s degree in Tax Law (1997). He worked, among others, as a tax advisor at PricewaterhouseCoopers with a focus on large family-owned companies and their owners, and as a senior legal counsel with the financial supervisory authority in the Netherlands. He joined ABN AMRO Bank (Switzerland) AG in 2006, which was acquired by UBP in 2011.

Jan van Bueren deals, on a daily basis, with complex international wealth planning issues for internationally oriented affluent families, tax efficient corporate structures, universal life insurance, international relocation schemes and (wealth protection) structures such as trusts and family foundations. He has been a full member of STEP since 2010.

Through FOSS Jan assists families with the establishment of a single-family office or alternatively supports them with the selection of a multi-family office in Switzerland or abroad. FOSS also regularly supports affluent families with relocation to fiscally (more) attractive jurisdictions.

Charlie is a Director of Stonehage Fleming and responsible for the implementation of the US FATCA, UK FATCA and OECD CRS regimes, across the Group.

Charlie joined the Group in 2006 and was based in our London office before moving to Switzerland in 2009. Prior to this he worked at the UK Financial Services Authority for five years where he was responsible for the supervision of Corporate Finance and small Asset Management firms. Before this he worked for the NatWest Group, where he initially started his career and for the last ten years he was responsible for the oversight of the offshore centres for the Coutts Group. He is a member of the Institute of Internal Auditors.

Maria is Executive Chairman of Stonehage Fleming Art Management, serving a client base that includes individuals, family offices, foundations and trusts and estates.

Maria joined the group in 2017 from OmniArte, a Zurich based art management and advisory business which she founded in 2005. Maria is also a Trustee of the Yorkshire Sculpture Park and of the Estorick Collection and serves as a member of the board of Advisers of the Fondazione Palazzo Strozzi, Florence. Prior to establishing OmniArte, Maria was gallery Director of the Villa Favorita in Lugano (Thyssen-Bornemisza collection), has organised exhibitions for the Museum of Applied Arts in Frankfurt and taught museum management at the University of Genoa.

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Azmina is a senior associate in the Art and Cultural Property Law Group of Constantine Cannon LLP and concentrates her practice on all aspects of art law. She is dual qualified to practice law in New York and England & Wales, and has significant experience working with international collectors, large and small galleries, auction houses, professional advisers, dealers and financial institutions on contentious and non-contentious matters.

In 2018, Legal 500 ranked Azmina as a “Next Generation Lawyer” in the area of Art and Cultural Property Law, describing her as being “meticulous”, “client-oriented” and “well versed in both UK and US laws”. Also in 2018, Chambers and Partners ranked her as an “Associate to Watch” in the area of Art and Cultural Property Law, describing her as someone who “goes above her duty to make sure that the client is happy and understands all angles of the topic at hand” and who is “enthusias[tic]” about “being a lawyer and the field she works in”.

Azmina advises clients on the sale and purchase of important works of art bought and sold privately or at auction, on consigning works to auction houses and galleries, on using art as collateral for loans, on loaning artworks to museums or special exhibitions, on copyright and other intellectual property rights, and on operating an e-commerce business, particularly online-only auctions. In addition to her transactional experience, she has substantial litigation experience in the area of copyright infringement, authenticity, title disputes, consignment disputes, general contract and complex commercial disputes, including fraud and World War II restitution.

Prior to joining Constantine Cannon, Azmina spent four years as an associate in the New York office of Withers Bergman LLP, where her primary focus was art litigation. While at Withers, Azmina successfully litigated a seminal case in the area of copyright infringement and the fair use defense in the United States, Cariou-v-Prince, Gagosian Gallery and Gagosian. She also spent two years as an associate in the New York Office of Schulte Roth & Zabel LLP, where she advocated on behalf of corporate and hedge fund clients on matters relating to securities fraud and contractual disputes.

Azmina received her J.D. from the University of California, Berkeley School of Law (Boalt Hall), and her B.A., summa cum laude, from Queens College, City University of New York.

Known as The Family Wealth Mentor, Diana is committed
to helping her clients manage their wealth in emotionally
intelligent ways. She has always been a trailblazer. Not
only was she the first woman hired into management as a
member of the strategic planning team at Redland PLC, a
major British company, but also she subsequently became
the fundraiser for an educational project in Bosnia during the
war, and then the team director launching schools of servant
leadership in the United States. In these settings and others,
Diana has reflected on the impact of money on her own life and become a trusted
confidant to others as they address the challenges and opportunities they and their
families face when owning, spending, and allocating their wealth wisely.
For the last fourteen years, Diana has managed a private client practice working
closely with individuals and families of significant wealth. She is passionate in
helping her clients to understand the impact of their resources on their lives and
relationships, communicate effectively about their wealth, manage challenging
situations such as preparation for a prenuptial agreement or a leadership transition,
develop their capacities as family and business leaders, plan for the legacies they
leave, and prepare for and enjoy their roles as both philanthropists and social
leaders. She brings to light underlying values, beliefs, and aspirations, and empowers
individuals around life-defining money decisions. Grounded in her extensive
strategic planning experience, non-profit leadership roles, and volunteer experience,
Diana understands the needs of both donors and recipient organizations, and is
well positioned to advise in the philanthropic domain. As her clients clarify their
objectives and intent, they clear the path to fulfilling wealth ownership.
A third generation member of a UK business family, Diana was educated at Edinburgh
University and The Wharton School. In the late eighties, Diana moved to the United
States where she directed three charitable organizations before founding The
Chambers Group, LLC in 2002. Today, she continues her work through The Chambers
Group Sàrl in Switzerland, where she now resides.
Diana’s success has been hard earned through decades of personal experience,
education and training. She guides her clients gracefully through their challenging
decisions and is known for her extraordinary results.
Diana recently distilled the experience and wisdom she has gained over the years in
her book True Wealth: Letters on Money Life, and Love.

Dr. Marc Weber is an expert in art law. He was a sub-member of the Independent Commission of Experts Switzerland – Second World War („Bergier-Commission“) and contributed to an expertise on looting art (1999). His dissertation on inalienable cultural property in the international art trade (summa cum laude) is considered as an important part of private art law as an independent discipline of law. He is counselling private collectors, auction houses, museums, foundations, trustees, banks and insurances.

Weber publishes academic papers and gives talks in Switzerland and abroad. Among others, he is one of the authors of the Basle Commentary on the Swiss Civil Procedure Law.