Event Partners
Shape the FUTURE of wealth advisory
This comprehensive conference addresses the most pressing challenges and opportunities facing international wealth advisors today, as well as offering insights from Asia, Africa, and Europe.
The wealth planning landscape continues to evolve rapidly.
This comprehensive conference addresses the most pressing challenges and opportunities facing international wealth advisors today, with a focus on global relocation strategies, luxury asset structuring, 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 and luxury assets
Quality Networking
Connect with peers, industry leaders, and solution providers
Speakers
Ken Chapman
Founding Director
Birchin Lane Wealth Advisory ltd
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Cecile Vuillier
Founding Partner
META OCTAV
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Chad Phillips
Business Development Director, Africa
Suntera Global
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David Kilshaw
Head of Private Client Wealth Solutions
Rothschild & Co
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David Sussman
Senior Director - Private Capital Services
JTC Group
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Guillaume Grisel
Partner, Attorney at Law
Schellenberg Wittmer Ltd
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Ona Ike
Director, Senior International Wealth Specialist
UBP (UK)
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Event Schedule
Morning Session
8:15 am
Registration and Networking
Welcome coffee and opportunity to connect with fellow wealth professionals before the formal programme commences
Speakers
9:00 am
Welcome and opening remarks
Introduction to the themes shaping international private wealth in 2026
Speakers
9:15 am
Keynote: Smarter Rooms: AI, Decision Science and the Future of Board-Level Thinking
Keynote Address | Gregory Perdon
– Why a handful of irreversible board and ExCo decisions drive a disproportionate share of long-term value — and why most leadership teams still judge meetings by outputs rather than the quality of interaction
– How pressure environments create decision traps: the first workable option becomes the default, assumptions go untested, and challenge fades once a senior voice lands
– The evidence from decision science: process quality matters more than increased analysis — but process failures are hard to see from the inside
– How Large Language Models can surface patterns in discussion and make decision quality observable and systematically improvable
– Building a practical feedback loop: using AI to increase competitive advantage at board and investment committee level
– Drawing on over a decade of serving on and co-chairing investment committees — practical lessons for leadership teams
Speakers
Gregory Perdon, Charles Stanley
9:45 am
Hong Kong Reimagined: The Gateway for Asia-Pacific Wealth in 2026
Panel Discussion
– Hong Kong's evolving position as the premier international financial centre for Asia-Pacific HNW families
– Regulatory developments: the Family Office regime, OSVS and key immigration pathways for wealth migration
– Structuring vehicles: Hong Kong trusts, holding companies and investment platforms
– Cross-border tensions: mainland China considerations, political risk and succession planning for multi-generational families
– Opportunities in Singapore, Japan and wider Asia: how advisers are diversifying client footprints
– Practical case studies: UK-connected families with Asia-Pacific assets and interests
Speakers
10:30 am
The Bermuda Proposition: Family Office Perspectives
– Bermuda in the current landscape: why UHNW families and family offices are looking for credible, substance-led international finance centres, and what sets Bermuda apart in terms of regulatory sophistication, political stability, and genuine substance
– The structural toolkit: trust structures, private trust companies, exempt companies and other practical building blocks available to families seeking to consolidate, protect and transfer multigenerational wealth
– Transparency and compliance: how Bermuda’s alignment with international reporting standards positions it as a credible, future-proof choice for families with complex cross-border arrangements
– The commercial case: Bermuda’s proximity to North American capital markets, its English common law legal framework, and the depth of its professional services ecosystem
– Evaluating Bermuda against other leading jurisdictions: the questions advisers and family office principals should be asking when considering their next structuring decision
Speakers
10:45 am
Morning Break
Networking and refreshments
Speakers
11:15 am
iown: AI-Powered Wealth & Estate Planning for the Modern Adviser
Introducing iown: a digital platform that models complex wealth, business and ownership structures across jurisdictions and time
– How AI and graph-based technology are transforming estate planning, succession structuring and tax scenario analysis for family offices and UHNW clients
– Practical demonstration: simulating multi-jurisdictional structures, relocation options, and succession outcomes in real time
– The adviser opportunity: integrating AI-driven tools into cross-border private client practice
Speakers
Sergey Bezborodov, Founder & CEO, iown
11:30 am
Global Mobility & Relocation Planning for HNW Clients
– Isle of Man as a relocation and wealth planning destination: tax environment, residency pathways and lifestyle advantages
– UK Non-Dom reform and the abolition of the remittance basis: practical impact on inbound and outbound HNW flows
– Tax-efficient relocation structuring: timing of departure, asset disposals, pension planning and trust siting
– Life after relocation: maintaining connections, dual residency, treaty access and long-term governance
– Adviser perspectives: building a successful relocation practice for internationally mobile HNW clients
Speakers
12:15 pm
Africa Rising: Investing in the next growth story
Panel Discussion
– The growth of HNW and UHNW wealth across Sub-Saharan Africa and the rise of the African family office
– Nigeria: exchange controls, offshore structuring, UK-Nigeria cross-border considerations and succession law
– Kenya: East Africa's wealth hub — regulatory environment, offshore vehicles and the growing Nairobi corridor
– South Africa: emigration planning, foreign investment allowances, discretionary allowances and trust structures post-2023 reforms
– Common challenges: governance, multi-generational succession, philanthropy and currency risk management
– How UK and Channel Islands advisers can build effective Africa-facing practices
Speakers
Afternoon Session
1:00 pm
Lunch
Networking lunch
Speakers
2:00 pm
Succession Planning & Family Office Structuring
– The family office in 2026: structuring options, governance frameworks and best practice for single and multi-family offices
– Succession planning across generations: wills, trusts, foundations and family constitutions
– Gibraltar as a jurisdiction: Isolas' perspective on the advantages for family office structures, trusts and succession vehicles
– Protecting wealth across borders: forced heirship, governing law elections and cross-border succession regulation
– Family dynamics and governance: managing conflict, minority interests, next-generation engagement and professional trustees
– Philanthropy and impact investing as succession and engagement tools
– Technology and data in the family office: reporting, consolidation and cyber risk
Speakers
2:45 pm
Navigating the US/UK Private Client Landscape
– The dual-tax challenge: US citizens and Green Card holders resident in the UK — FATCA, FBAR and the UK/US double tax treaty
– US estate and gift tax exposure for UK-resident Americans: worldwide situs assets, marital deductions and treaty elections
– UK Inheritance Tax post-Non-Dom reform: impact on US-connected families with UK assets and domicile questions
– Pension planning across borders: UK SIPPs, US IRAs, 401(k)s and the treaty treatment of retirement income
– Trust structures and the grantor trust rules: pitfalls for UK advisers recommending offshore vehicles to US persons
– Exit planning: expatriation, the US exit tax, covered expatriate status and optimal sequencing for departure
– Practical case studies: UK entrepreneur with US green card; American retiree relocating to the UK; dual citizen succession
Speakers
3:30 pm
Afternoon break
Tea and networking
Speakers
4:00 pm
Cross-Border Estates in Europe: France, Italy & Switzerland
Panel Discussion
– The European succession landscape post-Brexit: EU Succession Regulation (Brussels IV) and its interaction with UK-domiciled clients
– France: IFI wealth tax, succession duties, the usufruct/bare ownership split and French situs property planning
– Italy: the flat-tax regime for new residents, succession and gift tax, and planning for Italian-connected families
– Switzerland: cantonal tax variations, the lump-sum tax regime, Swiss foundations and structuring for UK-Switzerland relocations
– Practical strategies: cross-border wills, trust siting, life insurance wrappers and the use of holding structures
– Common pitfalls: double taxation exposure, situs mismatches and inadequate governing law elections
Speakers
4:45 pm
Closing remarks
Speakers
How to
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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.