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 Time

Date: Wednesday 2nd November - 2016
Time: 8:15 am – 11:00 am


Taj Dubai

Address: Burj Khalifa Street, Business Bay, Dubai, United Arab Emirates

About our Sponsors


Speakers’ Chair

Debashis Nath

Chief Operating Officer, Head of Investment Banking

Que Capital

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 […]


Bruce Weatherill


ClearView Financial Media

Bruce is a chartered accountant with over 40 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Joanne Luce

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 […]

Katherine Ellis

Group Director

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 […]

Nisha Mc Intyre

Marketing Manager

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 […]