2010 marks the beginning of a new era with a new key word: transparency. In the opinion of many, banking secrecy, whether in Switzerland or abroad, is no longer an option and numerous jurisdictions have launched into considerable efforts to be regarded as well-regulated, forward-looking and attractive centres. At the same time,wealth management professionals are faced with a growing pressure to provide structuring advice at the forefront of compliance and meet ever-increasing transparency standards.
How can trustees and protectors continue to serve their clients in the current climate and deal with requests for information? What are the estate planning vehicles of the future? What are the impacts of amnesty programmes? What is the future of Switzerland as a financial centre?
In order to provide a rigorous legal analysis of these fundamental issues, STEP Suisse Romande Association, with the collaboration of Institute VisionCompliance, has invited practitioners from all over the world who are renowned authorities on trusts and on wealth planning to speak at a conference with the theme: "Swiss Trustees and Protectors: Strategic Solutions from Offshore to Onshore"
With anticipated attendance by over 180 representatives of widely diverse fields (bankers, financial advisers, trustees, fiduciary companies, family offices, lawyers, notaries, academics), this conference will also offer unique networking opportunities.
- Me. Julien DIF
(TEP, Chairman STEP Suisse Romande Association, Partner, Bonnard Lawson, Geneva)
- Me. Kelly Massey-Carlier
(TEP, Representative of Switzerland and Liechtenstein, STEP Worldwide Council, Vice Chairman, STEP Suisse Romande Association Partner,Secretan Troyanov,Avocats, Geneva)
- Me. Stephanie Jarret
(TEP, Partner, Baker McKenzie, Geneva)
- Me. Richard Pease
(TEP, Former Chairman, STEP Worldwide Council, Counsel Lenz & Staehelin, Geneva)
How to register:
By phone: +41 (0) 22 849 03 33
By fax: +41 (0) 22 849 03 31
by email: firstname.lastname@example.orgRegistration form...
Association STEP Suisse-Romande (Society of Trust and Estate Practitioners)
Place des Eaux-Vives 6
P.O. Box 3461
1211 Genève 3
Tel: +41 (0) 22 700 23 12
Fax: +41 (0) 22 700 55 23
and Institut VisionCompliance
Rue du Général Dufour 20
1211 Genève 17
Tel: +41 (0) 22 849 03 30
Fax: +41 (0) 22 849 03 31