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

As in the previous editions, our team will take this opportunity to highlight various news and insight related to the Wealth Management industry with various  panelists (lawyers, notaries, etc.).

The program has been redesigned and the schedule has been adapted to the health situation. The very international colouring that we generally give to this event has been lightened because of the uncertainties that weight on the ability of the speakers to travel effectively. In particular, there will be no plenary session, and all the sessions have been duplicated to allow everyone to attend all the sessions, while respecting the recommendations for distancing.

The sessions will be organized around technical presentations, practical feedback and case studies.

Speakers

Stéphanie Auferil, Arkwood SCP
Marine Dupas, Arkwood SCP
Xavier Guerin, Arkwood SCP
Michael Khayat, Arkwood SCP
Julien Riahi, Arkwood SCP
Arnaud Tailfer, Arkwood SCP

Pierre-Alain Conil, Morel D’Arleux Notaires
Bertrand Maury, Panhard & Associés

Program  

• How to apply DAC 6 to asset structuring?
• “Pacte Dutreil”, the price of efficiency – difficulties to implement and points of interest
• Update on case law and overview of the tax audit situation – Consequences and opportunities following COVID
• Dealing with a complex international succession (France, Monaco, UK)
• Can the French « Fiducie » become the trust à la française? – comparing Trust / French « Fiducie » / Life insurance
• Substance over and over again – Overview and opportunities