Elections in the US and in France as well as the perspective of Brexit suggest an upcoming and significant alteration of legal and tax environments for private clients.

Our 2017 seminar will help you decode tax news, anticipate new legal and tax environments and adjust wealth planning strategies already implemented.

The Wealth Management Training Day is an event organized by Arkwood once a year, in June.

Our team will take this opportunity to highlight various news and insight related to the Wealth Management industry with panelists around the world (lawyers, notaries, etc.).

The sessions are organized around technical presentations, practical feedback and case studies. The foreign countries represented depend on the topics discussed.

For the first time this year, workshops in small working groups will supplement our one-day training.

Speakers

Program

8:30 – 9:00 Welcome breakfast

9:00 – 10:30 Wealth Management hot topics: World Tour and focus on France, UK, and US.

10:30 – 11:00 Coffee break

11:00 – 12:30 International mobility of individuals: France, Portugal, Italy
Is returning to France an option?
Italy to become the new Eldorado for families, after Portugal?

12:30 – 14:00 Lunch in the garden, weather permitting

14:00 – 15:45 Workshops in small working groups (see program)

15:45 – 16:15 Coffee break

16:15 – 17:30 Overview of Court decisions related to Wealth Management

17:30 – 17:45 Wrap-up session

17:45 – 18:30 Cocktail in the garden, weather permitting