Event Partners
Shape the FUTURE of wealth advisory
Join us for our inaugural Monaco Conference, bringing together international wealth planning professionals for a day of strategic insights and high-level networking in one of the world's leading wealth management centers.
The wealth planning landscape continues to evolve rapidly.
This comprehensive conference addresses the most pressing challenges and opportunities facing international wealth advisors today, from global relocation strategies to luxury asset structuring, digital assets, and multi-generational wealth transfer.
Equip yourself with the insight needed to serve your clients in a fast-changing world.
Whether you're navigating complex succession planning scenarios or exploring international wealth structures, you'll leave with practical tools and strategic insights to enhance your practice.
Key
Benefits
Strategic
Insights
Expert analysis on wealth planning in the key private wealth jurisdictions
Practical
Solutions
Actionable strategies for entrepreneurs, succession planning, and tax-efficient wealth transfer
International
Perspective
Explore international opportunities and cross-border tax considerations
Sector
Expertise
Deep dives into global mobility, succession planning, luxury assets, crypto & digital assets
Quality Networking
Connect with peers, industry leaders, and solution providers
Speakers
Cecile Vuillier
Founding Partner
META OCTAV
FEATURED ON
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Chairman
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Guy Campbell
Client Advisor
Rothschild & Co Wealth Management Monaco
FEATURED ON
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Chairman
Steve de Pooter
Private Real Estate Advisor
Valmont Riviera
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Chairman
Event Schedule
Morning Session
9:00 am
Registration & Networking
Welcome coffee and networking opportunity
Speakers
9:45 am
Welcome & Opening Remarks
Welcome from event sponsors
10:00 am
Global Relocation & Mobility Strategies
Navigating cross-border tax planning and international residency solutions
Tax residence optimization and treaty planning
Citizenship and residency by investment programs
Substance requirements and regulatory compliance
Monaco, Switzerland, UAE and other key jurisdictions
10:45 am
Spotlight Session: Locate Guernsey
Guernsey's proposition for international families and advisors
11:00 am
Coffee Break
Networking and refreshments
Speakers
11:30 am
Succession & Wealth Planning
Structuring intergenerational wealth transfer and family governance
International trust structures and private foundations
Family constitutions and governance frameworks
Next generation engagement and wealth education
Cross-border estate planning considerations
0:15 pm
Spotlight Session: UK Migration
Latest developments in UK immigration for HNW individuals
Afternoon Session
0:30 pm
Lunch
Networking lunch with delegates and sponsors
Speakers
2:00 pm
Luxury Asset Structuring & Finance
Optimizing ownership and financing of high-value assets
Superyacht ownership structures and registration
Private aviation: acquisition, leasing and tax planning
International property portfolio structuring
Art, collectibles and alternative asset financing
3:00 pm
Luxury Real Estate
Current market trends and pricing in ultra-prime European and Middle East markets
Property financing considerations for luxury acquisitions in Monaco and key international markets
Integrating property decisions with residence planning and family wealth strategies
Speakers
Jerome Lartaud -Director, Domus Holmes Property Finder
Paul Heijsman - Partner, Knightsbridge Group
Steve de Pooter - Private Real Estate Advisor, Valmont Riviera
3:45 pm
Afternoon Tea
Networking and refreshments
Speakers
4:15 pm
Panel: Multi-Jurisdiction Advisory
Coordinating advice across borders: the advisor's perspective
Building effective cross-border advisory teams
Managing conflicting jurisdictional requirements
Communication and coordination best practices
Case studies: complex multi-jurisdiction structures
5:00 pm
Family Office Evolution
The modern family office: structure, services and succession
Single vs multi-family office considerations
Technology and digital transformation
Next generation leadership and governance
Risk management and family office security
5:45 pm
Close
Conference close
Speakers
How to
Book?
PCD
Members
Guest
Ticket
More information
Please follow here for more information on our membership packages or email members@pcd.club. If you have any questions about bookings, please contact tickets@pcd.club or call +44 20 4538 7030.