Event Overview

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Jersey, as a leading international finance centre, has had a long history of wealth management and provision of fiduciary services for families around the world. There is an increasing demand for family office services by families, which has in turn seen an increase in the number of providers and advisors operating in this space. The services being offered are becoming more innovative and diverse in order to meet the needs of the families. This conference is targeted at family offices, families, providers of family office services and advisors who advise family offices. The conference will look at the different types of family office that are available and how advisors can work with them in generating value for clients; an investment advisor's role in a family office and the role of external consultants; the legal and regulatory issues that family offices should be aware of; and the offshore structuring options that are available in Jersey and other offshore jurisdictions that family offices should be aware of.

AIJA Commissions involved
  • International Private Clients and Family Law

Programme

Family Office Seminar

16:00 - 18:00

18:00 - 20:00

20:00


  • The Square (14-16, Weighbridge Pl, JE2 3NF, Jersey, UK)
  • Café Zephyr (Mulcaster St JE, JE2 3NF, Jersey, UK)

Not included in the registration fees, payable locally

07:00 - 08:00

08:00 - 09:00

09:00 - 09:30

Wiebe de Vries, AIJA President, BloomTax B.V., the Netherlands

Introduction to the seminar

Edward Drummond, Bedell Cristin, Jersey
Geoff Cook, Jersey Finance, Jersey
09:30 - 10:30

Moderator:
Richard Joynt, Ocorian, Jersey
Speakers:
Amy Collins, Ocorian, Jersey
Niklaus Glatthard, Bratschi AG, Switzerland
Charlotte Senior, Grant Thornton, UK
10:30 - 10:40

10:40 - 11:00

11:00 - 11:40

Speakers:
Nancy Chien, Bedell Cristin, Jersey
Mirek Gruna, Dominion, Jersey
11:40 - 11:50

11:50 - 12:45

Moderator:
Ed Devenport, Mourant, Jersey
Speakers
:
James Haithwaite
, First Names Group, Jersey
Nick Walker, First Names Group, Jersey
Nic Arnold, PWC, UK
12:45 - 14:00

14:00 - 14:30

James Johnstone, James Johnstone Ltd, UK

In 1999, James Johnstone - a non-practising barrister - set up his own business as a Fixer. Since then, he has worked around the world for UHNW individuals and corporate clients, resolving complex requests for them at the highest level across an unusually broad spectrum of services. He says he is not a specialist, but ‘merely a master at being a Jack-of-all-trades’. A fictional TV series based on his work as a Fixer has just been commissioned by the UK’s leading television production company.
14:30 - 14:40

14:40 - 15:40

Moderator:
Robert Gardner, Bedell Cristin, Jersey
Speakers:
Hannah Wailoo, Trowers & Hamlins, UK- view from the Middle East
Valentin Todorow, RAUE LLP, Germany
Gillian Duffy, Schillings, UK
15:40 - 15:50

15:50 - 16:20

16:20 - 17:20

Moderator:
Henrietta Mason, Pennington Manches
Speakers:
Edward Drummond, Bedell Cristin, Jersey
Oliver Auld, Charles Russell Speechlys, UK
Ben Waistell, XXIV Old Buildings, UK
17:20 - 17:30

17:30 - 17:45

19:00 - 22:30


Bus departure from the Pomme d'Or Hotel at 18:45

09:00 - 09:15

Edward Drummond, Bedell Cristin, Jersey
09:15 - 10:15

Moderator:
Rebecca Carlyon, Pennington Manches, UK (family law)
Speakers:
Hazar El-Chamaa, Pennington Manches, UK (immigration law)
Andrew Haywood, Pennington Manches, UK (sports law)
Oliver Piper, Farrer & Co, UK (private client law)
Julien Tron, Meyerlustenberger Lachenal Ltd., Switzerland (private client law,)
10:15 - 10:30

10:30 - 10:50

10:50 - 12:00

Moderator:
Julian Washington, RBC, UK
Speakers:
Mohammed Marikar, RBC, UK
Patricia Woo, Squire Patton Boggs, HK - view from Asia
Suzanne M. Reisman, Law Offices of Suzanne M. Reisman, London and New York
12:00 - 12:15

12:15 - 12:30

12:30 - 14:00

14:45 - 18:00


Bus transportation from the Pomme d'Or Hotel at 14:45

Not included in the registration fees, payable locally
19:30

Banjo (8 Beresford St, St Helier JE2 4WN, Jersey, UK)

  • 19:30 Meeting for drinks
  • 21:00 Dinner

Not included in the registration fees, payable locally

Fees & General Info

There are currently no registration fees available.

General terms and conditions

By registering you have to accept the general terms and conditions and accept that your registration is considered binding immediately, but participation to the event is possible only after full payment of the registration fee.

Please note that any arrangements related to the participation of the participant in an AIJA event, including but not limited to booking or cancellation of accommodation or flights, as well as respecting the cancellation deadlines indicated in the general terms and conditions, are the sole responsibility of the participant. AIJA shall not be held liable for any expenses the participant may suffer as the result of participant’s failure to comply with his/her obligations.

It is recommended for each participant to purchase a cancellation and travel insurance.

Please note that in-house counsel registrations are subject to review and confirmation by AIJA. AIJA considers in-house counsel professionals who hold a university degree in law allowing access to a bar association and practicing law as an in-house counsel in private, public, or non-profit companies, institutions or organisations. Please note that in-house counsel who are at the same time active as fee-earning lawyers or consultants are not eligible to the discounted in-house counsel fee.

Please read the general terms and conditions applicable for AIJA events.


Scholarships

If you are a lawyer under 35 years old and meet the requirements, apply to our Scholarship Programme for this event. You can check more details here.

Practical Information

Flyer

 

Accommodation

Please reserve your room at the seminar venue, the Pomme d'Or Hotel prior to 12 June 2018. Address: Liberation Square, JE1 3UF, Jersey, UK

The booking ID to access the group rate for the bedrooms is Booking ID 33711

To make a reservation please use the below details:

Seymour Hotels Central Reservations

The cancellation charges for the rooms that are picked up will be as follows:

  • Up to 42 days prior to arrival: Booking deposit
  • 29- 42 days prior to arrival: 50% of total charge
  • 1 – 28 days prior to arrival: 90% of total charge
  • No advice/No-show: 100% of total charge

 

Organising Committee

Anna WORWOOD Penningtons Manches LLP (UNITED KINGDOM)

Sponsors


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