Events

Event details

Middle East Series: Succession Planning for HNW families in the GCC

Date 
24 November 2020
Time
10:00 am - 11:00 am
MiddleEast




Join us for the continuation of our Middle East series with a discussion on Succession Planning for Middle Eastern Families, sponsored by Property Wealth Management in London. The panel will feature leading experts in tax, law, trust & banking services from a number of jurisdictions including UAE, Jersey & London.

We are delighted to be joined by:

Robert Evans - Director, Property Wealth Management, London. Robert is a seasoned property professional with over 33 years' experience working in the industry. In that time, he has worked alongside high-profile advisors and Middle Eastern Single Family Offices to change the perception of the property advisor. Discretion and attention to detail are at the core of how Robert and his industry-leading business - Property Wealth Management (PWM) operate, and this has enabled Robert to gain the trust and respect of a large network of HNW clients.

PWM is the first to offer new and effective strategies which deliver on making investors more money from their London Residential assets. Turning around underperforming portfolios and single investments. PWM enhances the lifestyle of HNW clients by effectively managing and optimising the performance of their UK assets - whether they are based in the UK or overseas. PWM takes an innovative approach to how properties are managed on behalf of clients.

John J Ryan Jr. - President, CISA Trust Company, Geneva. John is President of CISA Trust, an international trust company with offices in Geneva, Switzerland, Tortola in the British Virgin Islands, and Sioux Falls in South Dakota. John has worked for the company since 1993. He has nearly 30 years of experience in advising families on the use of trusts in international estate planning. John obtained a BA from Indiana University (1981), a JD from Pepperdine University (1983), and an LL.M. from Georgetown University (1989). He is an attorney at law admitted in New York and Florida.

Paul Hunter, Group Head of Family Office Services - Crestbridge, Jersey. Paul has over 25 years' experience in servicing the wealth management and estate planning interests of numerous UHNWIs and their families from multiple jurisdictions. He has specialist knowledge and experience in dealing with clients from North America, Latin America and the Middle East.

Paul is also a member of Crestbridge's Executive team, providing input into the strategic direction and expansion of the business. In addition, Paul manages the new joint venture, Crestbridge Fiduciary LLC, a US joint venture with Willow Street, which was established in January 2020.

Paul has extensive experience in the administration of a range of structures, including private trust companies, reserved powers trusts and foundations holding multiple assets including marketable securities, real estate and artwork and sharia compliant structures and financing. He also is experienced in buying, selling and holding aircraft as an asset class within structures and in the defence of trust assets against creditor claims.

Paul began his career as a statistician for a major UK charity before entering the finance industry when he joined a large, locally based financial services group. This organisation was later acquired by RBC Wealth Management Services Where Paul became a Department Head and was responsible for the development of private client business in Latin America and the USA.

Alastair Glover - Private Wealth Partner, Trowers & Hamlins, Dubai. Alastair advises high net worth GCC individuals and families, family offices and trustees on global estate planning and tax efficient investment structures.

Alastair has significant experience in international succession planning for Gulf based clients including offshore trust and foundation structures, tax advice, immigration and family governance. Alastair is chairman of STEP Arabia.


If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).



Prices
Webinar Registration - Members Only
Free
Major credit cards accepted
credit cards accepted

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