Guernsey Private Wealth Forum 2023
02 November 2023 - London
2:00PM - 7:00PM
CHANGING FAMILIES IN A CHANGING WORLD
Join us and our very special guest, broadcasting legend Sir Trevor McDonald OBE, at the 2023 Private Wealth Forum.
This year’s event is titled Changing Families in a Changing World and will explore the nature of change and cultural dynamics, examine the non-nuclear family, and discuss the importance of the next generation. Other themes include sustainable finance, philanthropy, good governance and succession planning.
There will be two panel discussions, the first is titled Changing Families: Increased mobility and generational handover and the second discusses our changing world: Market trends and their impact.
Leading private wealth media business PAM Insight will also present an industry update session, where Managing Editor Katie Royals will launch an exciting new piece of research commissioned jointly by PAM Insight and Guernsey Finance.
The event concludes with Guernsey Finance Chief Executive Rupert Pleasant sitting down for a fireside chat with Sir Trevor.
Guernsey is a responsive and well-respected global citizen, with a proven track record of international engagement and alignment with international standards, providing a secure and stable environment for the management of bespoke, sophisticated private wealth structures.
With five decades of experience as a premier jurisdiction for private wealth, this is a not-to-be-missed event for private client advisors, private client services lawyers and anyone working in a Family Office who is keen to learn more about what Guernsey has to offer.
Registration will be open soon.
If you have any questions, please contact Emily Wild.
Landing Forty Two
122 Leadenhall St
With thanks to our sponsors:
Carey Olsen is the largest law firm in Guernsey and is celebrating its 125th anniversary in 2023. It has one of the largest Trusts and Private Wealth teams in the island. We are ranked as a Tier One firm for trusts and private wealth in both the Legal 500 UK and the Chambers HNW Guide 2023, the leading independent legal research publishers. We were also named as "Offshore Law Firm of the Year", at the 2023 Chambers HNW Awards and eprivateclient awards.
Our global reach, scale and experience means that we are perfectly positioned to assist on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions. We understand the longevity of trusts and private wealth matters and we represent professional trustees, private individuals and families, banks, law and accountancy firms, financial institutions and charities from all over the world.
Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, family offices, partnerships and companies. We advise on settlor reserved power trusts, private trust company arrangements, pension and employee benefit schemes, wills and matters of inheritance, international estate planning, regulatory advice and trust-related disputes. For further information please visit www.careyolsen.com.
PRIVATE CLIENT & CORPORATE SERVICES
Moore Stephens in the Channel Islands is a dedicated provider of specialist trust and corporate administration services. We have over 50 years’ experience in delivering efficient wealth structuring solutions for private and corporate clients, with our teams in Guernsey and Jersey offering experience, expertise, and an efficient, consistent, and precise service.
Our independence allows us to provide a bespoke service that is tailored to the needs of each of our clients and is focused on enhancing and preserving their wealth for the future. Our private clients range from entrepreneurial individuals to large families who have earned their wealth over several generations. We are focused on developing long-term relationships and providing bespoke solutions that are tailored to your requirements. Whether dealing directly with you or with your advisors, our dedicated team provides a quality of service which gives you the peace of mind that your wealth is being managed efficiently.
As members of Moore Global, a network with more than 30,000 people comprising 260 independent firms in 112 countries, we can provide an in-depth cultural and technical understanding of different markets around the world meaning our clients can benefit from a global reach and cross border expertise and advice.
The Fort Group
Established in Guernsey in 1973, The Fort Group celebrates 50 years of providing trusted service to individuals, families and corporations.
The Fort Group are now one of the few remaining privately owned Trust companies within the Bailiwick of Guernsey. We are truly forward thinking and our client-partnerships formed over the years highlight our long-term approach to business.
The Fort Group consists of approximately 50 staff members accompanied by a number of partnership consultants, contractors and Non-Executive Directors, with offices based in Guernsey and Alderney, The Fort Group manages over 500 legal entities.
Our strength lies in our ability to provide a personal, cost effective and flexible service. Due to our small to medium size, we retain the ability to be an adaptive organisation that can cater for bespoke solutions, meaning personal service is not lost.
Furthermore, The Fort Group has a strong and reliable management team accompanied by experienced and qualified administrators, who work alongside each other to offer clients the best possible service.
The range of services we offer is exceptionally broad, and our success being based on maintaining a flexible and personal relationship with each one of our clients.
We are licensed by the Guernsey Financial Services Commission.
Learn more about our services by getting in touch with us at [email protected]
With thanks to our media partner:
The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of more than one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.