Monday 10 May 2010

Swiss Trustees and Protectors: Global Strategies Offshore on Onshore

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:
Registration form...

Organized by:
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 B.P. 539 1211 Genève 17 Tel: +41 (0) 22 849 03 30 Fax: +41 (0) 22 849 03 31

Access map

Hotel President Wilson
47, quai Wilson
1201 Genève