The overarching theme of the mornings session will be around “Intergenerational Wealth Management”.
According to our research, at least $16 trillion of UHNW individual’s wealth will be passed on to the next generation as the world’s richest families approach retirement (over the next three decades).
Planning is critical. Without adequate planning, the ultra-wealthy could lose up to half of their fortunes through inheritance taxes. Estate taxes in some developed countries including Japan and Germany are as high as 50 percent of the wealthiest people’s net worth.
The Breakfast Briefing will address these themes and showcase the role of efficiently structuring the families’ wealth in anticipation of these events.
Key Topics to be covered include:
- Structuring of Assets.
- Family Governance constitutions.
- Diversifying outside the region.
- Preparing the next Generation of their responsibilities.
- Effective persuasion of family members for the need of such structures.
- Non-family member execs.
08.15 – 09.00 Registration and refreshments
09.00 – 10.30 Panel session and Q&A
10.30 – 11.00 Networking
Date and TimeDate: Wednesday 2nd November • 2016
Time: 8:15 am – 11:00 am
Address: Burj Khalifa Street, Business Bay, Dubai, United Arab Emirates
ClearView Financial Media
Bruce is a Chartered Accountant with over 37 years financial services experience, previously a partner in PwC, latterly as global leader of their wealth management practice and the key driver of their bi-annual Wealth Management Report.
Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports.
Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.
Finance Malta Member
Joanne has worked within the Offshore Finance Industry for over 25 years and is a Principal Person as defined by the Financial Services (Jersey) Law 1998. She has been a representative on various industry bodies including the Sub Committee which brought in changes to the Trust Law, Companies Law and the Foundations Legislation. Joanne has developed strong strategic links with key partners in the GCC; including the State of Qatar and Abu Dhabi. She has worked on listings on the Channel Islands’ Stock Exchange and overseen London Real Estate acquisitions (including some of the most noteworthy GCC investments); restructured investments for Sovereign Funds and assisted HNW families in Real Estate acquisitions and developments in Europe and India. Whilst Real Estate Director at Walbrook, Deloitte’s Trust Company, she has provided support in developing key relationships relating to Fund Service Business, which included liaising with clients and their advisers to structure Real Estate “Wrappers”.
Boston Multi Family Office
Katherine is a luxury assets and family office services specialist. When she was appointed to the Group Board of Boston Multi Family Office in 2012 she was applauded for not only breaking the ‘glass ceiling’ but also for doing so at such a young age – an achievement recognised in 2014 through her listing by ePrivateClient as a ‘Top 35 Under 35’. Her substantial influence upon the offshore fiduciary services industry has seen her take an instrumental role in the launch and growth of the Isle of Man Commercial Yacht and Civil Aviation Registers. She is a founding member of the Isle of Man Yacht Forum, a founding member plus Chair of the Isle of Man Aviation Forum, and a former President of the Isle of Man ACCA. In the past three years she has presided over the most significant growth of new business and diversification in the Group’s history.
Nisha Mc Intyre
Silver Beach Development
Nisha Mc Intyre is a marketing and communications professional, certified in innovations management. She has spent over eight years successfully launching new brands, managing government public relations, and the robust delivery of innovation projects, in Grenada, the USA, and Brazil. Mc Intyre has spent the last six months driving the marketing efforts of Silver Beach Development, the company actively promoting Silver Beach Resort and Spa – an approved real estate project included in Dominica’s Citizenship by Investment Programme.
Before joining the Silver Beach team, Mc Intyre co-managed the marketing efforts of the Grenada Tourism Authority, and was instrumental in managing the Pure Grenada brand. Her efforts in managing the launch and marketing co-op campaigns for major airlines like JetBlue Airways, Delta Airlines, and Air Canada, have led to sustained increases in tourist arrivals from the Americas to the destination.
Chief Operating Officer, Head of Investment Banking
Que Capital Limited
20+ years experience in Corporate Finance, Investment Banking & Private Equity.
Debashis has worked in leadership positions at several leading regional investment banks in the Gulf, including stints in Kuwait, Bahrain & Dubai. He has also held senior roles at a number of international banks like Peregrine Direct Investments and Morgan Stanley in Hong Kong and UOB in Singapore.
Debashis brings extensive financial engineering skills and has experience of negotiating and executing investment / acquisition deals, structuring of PE investments, fund raising (equity and debt), formulation of strategic initiatives, business planning and review, valuation, due diligence, forecasting and financial modelling. Debashis has Board-level experience and has had extensive C-level interaction. He has led high calibre teams and has deal experience in several Asian & Gulf economies.
He was awarded a Business Leadership Excellence Award at the World Leadership Congress in 2015.
Debashis is an alumnus of the PGP (MBA) programme of the Indian Institute of Management, Ahmedabad (IIM-A). He also holds a first class master’s degree in physics from the University of Calcutta.