Event Overview

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The registration form is closed. Should you be interested in joining the seminar, please contact office@aija.org to check availability.

The Tax Law and International Private Client & Family Law Commissions are delighted to invite you to the joint Wealth Lab seminar in Zurich.

According to Oxfam 2023 report the richest 1 percent of people on Earth made almost two-thirds of the new wealth created since the pandemic began. At the 2023 Davos Economic Forum, more than 200 of the world's wealthiest people called for additional taxes for the richest. Whether we want it or not, there is a growing number of those who claim that the global problem of gross financial inequality should finally be solved.

As a matter of fact, we are witnessing the largest wealth transfer in the history of mankind, in which the generation of baby boomers will transfer wealth worth more than  $68 trillion to the next generation. At the same time, the new generation of stakeholders seems to have a more socially and sustainably engaged approach to managing their wealth and will expect the same from their advisors. Ultimately, the rising importance of ESG standards is already having a measurable impact on clients' investment decisions and the way they select their business partners and advisors.

How will all this affect the private wealth industry? How can we as advisors prepare for it? What new tax policies can we expect in the nearest future?  What can we as advisors do to be more progressive, how shall we engage in the current discussion to accommodate the needs of our clients, and how should we talk to clients about it? Is it ethically correct to save taxes and to maximise profits in order to ultimately become a more effective philanthropist? Can the philanthropy save the world?

We will try to answer these and other questions, also taking into account a comparative perspective of various legal frameworks at a one-day event in Zurich - the European hub for wealth management and private banking.

We call it the 'Lab' because we want to discuss the mentioned change in a very open and interactive format. During this event you will have a chance to exchange and expand on ideas with wealth managers, bankers, academics, philanthropists, lawyers and the industry disruptors.

In addition, for those who want to experience more of Switzerland's financial metropolis vibes can come earlier, the organising committee has set up an optional, exclusive programme also for Thursday evening.

Academic recognition to UBS, in which premises this seminar will take place:

AIJA Commissions involved
  • International Private Clients and Family Law
  • Tax Law

Programme

18:00 - 20:00

  • Address: 
    Barfly’z: Gotthardstrasse 21, 8002 Zürich

09:00


  • Address: Nüschelerstrasse 9. 8001 Zürich
10:00 - 10:15

10:15 - 10:30


Opening lecture addressing openly and widely the current state of the industry and its future role.

Reflections on my journey towards wealth redistribution and why it matters (to the industry)

Keynote speaker:
  • Stefan Binder, 3rd generation member of a wealthy family, co-initiator of Resource Transformation organization, Switzerland
10:30 - 11:30


Discussion about the evolving ethics of tax and the strong sense of ‘anti-tax’ politics within the industry. Will touch upon the latest report of Oxfam International and discuss the evolving needs of a new generation of stakeholders. We will also discuss how the anti-tax culture affects the industry itself, what a "right" taxation should look like, and to what extent taxation has an impact on the individuals' philanthropic activities.  

Format: Fireside chat

Moderator:
  • Tomasz Krzywański, Attorney at law, a Partner at GWW, Poland

Speakers:
  • Stephanie Brobbey, a founder of the Good Ancestors Movement, United Kingdom
  • Prof. Florian Scheuer, the UBS Professor of Economics of Institutions at the University of Zurich and Chairman of the Department of Economics, Switzerland
11:30 - 12:00

12:00 - 13:00


Is ESG just a must-have marketing tool for savvy advisors or is it indeed an actual need of the clients? The panel gathers different stakeholders such as bankers, NGOs, philanthropic advisors and lawyers to exchange experiences about ESG and their perspective as to how to approach it and tackle the challenge not only when advising clients but also when clients apply ESG standards to choose their advisors.

Format: Panel discussion

Moderator: 
  • Oliver Piper, Farrer & Co, United Kingdom
Speakers:
  • Urs Landolt, a founding partner of Globalance Bank, Switzerland
  • Shawntel Randi, an Associate at Nixon Peabody, United States of America
  • Julie Wynne, a partner at MLL Legal, Switzerland
  • Andrew Douglas, Center for Sustainable Finance and Private Wealth, University of Zurich, Switzerland
  • John Plassard, Senior Investment Analyst at Mirabaud Group, Switzerland
13:00 - 14:00

14:00 - 15:00


The already existing number of regulations, obligations and bans can be considered as a burden. On the other hand, perhaps an increasingly complex world will require even more sophisticated measures to bring order to the industry in which we operate. The purpose of this panel is to discuss a margin between what is necessary and what is bearable. We will also look at what regulations already lie ahead and discuss how to prepare for it.

Format: roundtable discussion

Moderator:
  • Charles Sébastien Duro, Duro Partners, Luxembourg
Speakers:
  • Dr. Hannah Blecha, Attorney at Law, Schwärzler Rechtsanwälte, Liechtenstein
  • Inga Rau, Rechtsanwältin | Associated Partner, KLEINER Rechtsanwälte, Germany
  • Vadim Neumann, Managing Director at Zedra, Switzerland
  • Arnaud Tailfer, Avocat, ARKWOOD SCP, France
  • MMag. Dr. Eva Stadler, Counsel, Rechtsanwältin / Attorney-at-Law, Wolf Theiss, Austria
15:00 - 16:00


Coming into large sums of wealth can cause stress and emotional disorder. Individuals are forced to make complex financial, tax and legal decisions they may not feel equipped to handle. Does the industry facilitates that process or rather amplifies the feeling of being disempowered?  The challenge for the advisors is to come up with a strategy that would embrace the base line values and priorities of  the client.

Format: moderated workshop

Speakers:
  • Dr. Bernhard Motal LL.M., a Counsel at Gasser Partner, Liechtenstein
  • Stephanie Mooney, a Senior Associate at Kingsley Napley LLP, United Kingdom
  • Pierre Etienne Pourrat, a Partner at Atdomco Family Office, Luxembourg
  • Silvia Niubó Vidal, TEP, Associate, Cuatrecasas, Spain
  • Peter von Burg, Attorney-at-law and Certified tax expert, Partner at burckhardt Ltd, Switzerland
  • Peter Kempin, Team Head Executives & Entrepreneurs, UBS Wealth Management, Switzerland
16:00 - 16:30

19:00


Awarded as the first vegetarian restaurant in the World and one of the most stunning locations of the city.

  • Address: Sihlstrasse 24, 8001 Zürich

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

We recommend you to stay at Motel-One Zurich, only a 5 minute walk away from the seminar venue, UBS Konferenzgebäude Grünenhof (Nüschelerstrasse 9, 8001 Zürich)

Book your room by 17/08 in order to secure one of the rooms we have blocked for the event.

The rates are:

60 THE ONE single occupancy:


CHF 199.00 per night  (excluding breakfast)

  • Plus CHF 2.50 per person/ night for the City Tax
  • Breakfast available for CHF 19.50 per person per day

To book your accommodation you must fill in this form and send it to zuerich@motel-one.com. You can include the code "AIJA ZURICH".

Cancelation: A free cancellation for individual room bookings will be guaranteed until 4 weeks prior to arrival.

 

Organising Committee

Marc BUCHMANN
Marc BUCHMANN Fischer Ramp Buchmann ltd (SWITZERLAND)
Tomasz KRZYWAńSKI
Tomasz KRZYWAńSKI KORDIA Legal (POLAND)
Thaís OBRIST-BDINE
Thaís OBRIST-BDINE MLL Legal Ltd (SWITZERLAND)
Gertjan VERACHTERT
Gertjan VERACHTERT Sansen International Tax Lawyers BVBA/BV (BELGIUM)
Mirjam VöGELI
Mirjam VöGELI Niederer Kraft Frey Ltd (SWITZERLAND)

Sponsors

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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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