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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
Seminar
Other
Family Office Seminar
16:00 - 18:00
Registration at the Pomme d'Or Hotel
18:00 - 20:00
Welcome cocktail at the Pomme d'Or Hotel
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
Optional Fun Run from the Pomme d'Or Hotel along the waterfront towards St Aubin
08:00 - 09:00
Registration at the Pomme d'Or Hotel
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
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
Richard Joynt, Ocorian, Jersey
Speakers:
Amy Collins, Ocorian, Jersey
Niklaus Glatthard, Bratschi AG, Switzerland
Charlotte Senior, Grant Thornton, UK
10:30 - 10:40
Delegate discussions
10:40 - 11:00
Coffee break
11:00 - 11:40
Speakers:
Nancy Chien, Bedell Cristin, Jersey
Mirek Gruna, Dominion, Jersey
Nancy Chien, Bedell Cristin, Jersey
Mirek Gruna, Dominion, Jersey
11:40 - 11:50
Delegate discussions
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
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
Lunch
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.
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
Delegate discussions
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
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
Delegate discussions
15:50 - 16:20
Coffee break
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
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
Delegate discussions
17:30 - 17:45
Closing remarks
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,)
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
Delegate discussions
10:30 - 10:50
Coffee break
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
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
Delegate discussions
12:15 - 12:30
Closing remarks
12:30 - 14:00
Lunch at the Pomme d'Or Hotel
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)
Not included in the registration fees, payable locally
- 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
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
- T: 0044 845 800 5555
- E: reservations@pommedorhotel.com
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
Seminar
Other
Personal Protection
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Your data will be managed by AIJA's General Services, Events and Accounts Section:
- For the purpose of administering your registration for the event and your on-site access to the event;
- In order to pay for the selected services - your bank details will be deleted after receipt of your payment;
- In order to communicate information messages from AIJA.
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Data relating to your participation in the event shall be stored for a period of 10 years. We are obliged to archive billing data until the end of the period required for our tax and accounting obligations, i.e. for 7 full tax years.
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