Alberto Cedillo TEP, Alberto Perez Cedillo Spanish Lawyers and Solicitors, Spain

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In the course of his training besides participating in the advisory work, he was also trained in accounting.

Central Europe (2003-2005). He had several secondents abroad, including London, New York and Paris.

1 SPEAKERS Dr. Balázs Békés LL.M PhD TEP, BékésPartners, Hungary Balázs has finished his legal studies in Budapest, and started his career at BDO Austria where he started learning the profession of tax advisory. In the course of his training besides participating in the advisory work, he was also trained in accounting. He joined Deloitte Hungary in 1992, and worked more than 10 years at Deloitte also as partner in charge for the Hungarian tax department ( ) and as leader of international tax services in Central Europe ( ). He had several secondents abroad, including London, New York and Paris. In 2005, Balázs joined to Cabinet of Commissioner in European Commission of the European Union, being responsible for taxation and customs. In 2007 Balázs rejoined Deloitte and created and headed the International Tax Practice of Deloitte Russia and CIS. In 2009 Balázs joined a Central European law firm (Wolf Theiss) and established their Hungarian tax practice. In 2015, Balázs has established BékésPartners in 2015, which provides legal and tax advice to both, domestic and international firms in almost each aspect of tax and commercial law aspects. Balázs is assistant professor at Pazmany Peter University, board member of the Hungarian STEP Branch, member of the Budapest Bar and registered international tax advisor. Alberto Cedillo TEP, Alberto Perez Cedillo Spanish Lawyers and Solicitors, Spain Maurizio Cohen TEP, INTERLAW MONACO, Monaco Certified Public Accountant, Chartered Public Auditor, 1982, Italy. Admitted to the Bar, 1986, Italy. Legal Advisor in Monaco since The firm has developed a substantial international practice by the name of INTERLAW MONACO, mainly focusing on private clients advise, trust and estate planning, international business law and sports law. Counsel to the Italian Embassy in Monaco. TEP and Member of various international professional associations. Member of CAS Court of Arbitration for Sport.

Giovanni Cristofaro TEP, Studio Legale Chiomenti, Italy Giovanni joined Chiomenti in 2006. Counsel of the Firm since 2015, he has been appointed partner in 2017.

He specialises in the area of Wealth Management, Trusts and Estate Planning and he regularly assists or cooperates with Italian and foreign clients by designing tax efficient structure to manage

Clients include private banks, private insurance companies and fiduciary companies, as well as high net worth individuals and family offices.

2 Giovanni Cristofaro TEP, Studio Legale Chiomenti, Italy Giovanni joined Chiomenti in Counsel of the Firm since 2015, he has been appointed partner in He is the head of the Wealth Management Business Unit of the Firm since He specialises in the area of Wealth Management, Trusts and Estate Planning and he regularly assists or cooperates with Italian and foreign clients by designing tax efficient structure to manage family wealth and inheritance issues, drafting trust deeds and advising in relation to legal proceedings both in Italy and abroad on trust matters. Clients include private banks, private insurance companies and fiduciary companies, as well as high net worth individuals and family offices. He has been lecturing on Trust matters within courses, conferences and workshops at Italina Universities, Bar and Professional Association as well publishing on trusts and succesion law topics, including the monograph on trust published in 2013, and contributed to juounral such as "Trust & Attività Fiduciarie" and Il Sole 24 Ore. He is the vicechairman of the law and tax committe of the Italian Private Banking Association (AIPB). He is also a member of the Italian branch of STEP and member of the Scientific Committee of the branch as well as a member of he Italian Association "Il Trust in Italia". Gregorio De Felice, Intesa Sanpaolo Spa, Italy Head of Research and Chief Economist, Intesa Sanpaolo. President of the International Conference of Commercial Bank Economists since July From 2007 to 2010, Chairman of AIAF, the Italian Association of Financial Analysts. Graduate at Luigi Bocconi University (Milan), Gregorio is a member of the Chief Economists Group of the European Banking Federation. He is also a member of the Board of Directors of a number of economic associations and foundations and of some pension funds of the Intesa Sanpaolo Group. He is the author of many publications in the fields of monetary policy, financial markets, banking and the management of public debt. Pedro Fernandez, Garrigues, Spain Guiliano Foglia, Foglia Cisternino & Partners, Italy Giuliano Foglia has a degree in Economics from the University of Rome "La Sapienza". He is a Chartered Accountant and Auditor. He gained meaningful experience in leading tax firms, including Studio Maisto. Over the past 13 years, he developed his experience in the tax field, advising national clients and multinational groups as Partner of the firm Tremonti Vitali Romagnoli Piccardi e Associati, where he gained remarkable skills in many areas of national and international tax law. His areas of specialization are, in particular international tax law, corporate tax and corporate reorganizations, taxation of estates, transfer pricing and tax litigation.

Patricia Garcia Mediero, Avantia Asesoramiento Fiscal y Legal, Spain Patricia is the Leading Partner of the International Private Wealth practice at Avantia Asesoramiento Fiscal y Legal (Spain).

Her practice has gained significant recognition, including Chambers Europe, Legal Media group, Citywealth, Who swho Legal, finalist to the International Legal Team of the Year STEP Award, winner of

Ulf Gibhardt TEP, Luther Rechtsanwaltsgesellschaft mbh, Germany Dr.

3 Patricia Garcia Mediero, Avantia Asesoramiento Fiscal y Legal, Spain Patricia is the Leading Partner of the International Private Wealth practice at Avantia Asesoramiento Fiscal y Legal (Spain). Patricia has over 26 years of relevant professional experience in the UK and Spain (including PwC and EY, as a partner). Her practice has gained significant recognition, including Chambers Europe, Legal Media group, Citywealth, Who swho Legal, finalist to the International Legal Team of the Year STEP Award, winner of the Boutique Firm of the Year STEP Award. She has been ranked among the top 200 global practitioners in the Private Client Global Elite 2017 (Legal Week/AML). Dr. Ulf Gibhardt TEP, Luther Rechtsanwaltsgesellschaft mbh, Germany Dr. Ulf Gibhardt provides advice and assistance as a German civil-law notary, lawyer, and tax advisor in connection with corporate and real estate transactions, restructurings, loan security arrangements, and business and other property successions. He specializes in structuring, transferring and selling national and international companies and other assets. He notarizes in German and English. Guido Guerzoni, Università Luigi Bocconi Di Milano, Italy Marianne Kafena TEP, Farrer & Co, UK Marianne is a partner in the Private Client department and her clients tend to be families with businesses and private wealth in more than one country. This raises diverse issues, including: establishing and supporting the work of family offices; structuring personal and business assets; individual cross-border succession and tax planning; and helping families implement and maintain governance over their international assets across generations. Marianne speaks Arabic and French and grew up in Jordan. The families she advises tend to have strong links in Europe and the Middle East and their concerns often centre on personal and business succession, in a context of conflicting legal systems. One of the most rewarding aspects of this work is getting to know different generations in one family, collaborating with their advisers and being trusted to help them work together through transition.

Andrew Knight TEP, Maitland, Luxembourg Andrew joined Maitland as a partner in 1999 having spent the previous five years with Freshfields in London, Hanoi and Paris.

Andrew has over 20 years of experience in managing and structuring a wide range of corporate and commercial transactions.

4 Andrew Knight TEP, Maitland, Luxembourg Andrew joined Maitland as a partner in 1999 having spent the previous five years with Freshfields in London, Hanoi and Paris. He is now a partner at M Partners, a member of Maitland Legal, which is a network of independent law firms. Andrew has over 20 years of experience in managing and structuring a wide range of corporate and commercial transactions. He works principally in the area of international corporate tax and structuring while remaining actively involved in managing a variety of other corporate and commercial transactions. He is a qualified English solicitor and South African attorney and is registered to practice in Luxembourg under his home title. Daniel Lehmann TEP, Chair of STEP Europe, Germany Sandy Loder, Peak Dynamics & AH Loder Advisers, UK Paolo Ludovici TEP, Ludovici Piccone & Partners, Italy Paolo Ludovici founded Ludovici & Partners in November His expertise includes domestic and international corporate reorganizations, M&A and structured finance transactions, tax planning for high net-worth individuals and trusts. He often acts as an expert in criminal and tax proceedings. He has published significant works on these matters and he regularly speaks at tax conferences and lectures in post-graduate specialization courses. Graduated Cum Laude in Economy at Bocconi University, he was admitted to the Italian Chartered Accountant Association in 1991, he belongs to the Italian Certified Public Auditors Association from Antonello Lupo TEP, Chair of Programme Committee, Italy Andrea Manzitti, Bonelli Erede, Italy

Alberto Manzonetto, Four Partners Advisory S.p.A., Italy Alberto Manzonetto is Founding Partner and Chief Executive Officer of Four Partners Advisory S.p.A. where he has been working in the last ten years mainly advising U-HNWIs and families on corporate finance deals and illiquid investments.

As a Vice President of the Bank, he gained significant deal experience on Itailan and international transactions within the M&A, Equity and Debt Capital Market fields. Prior to that, Mr.

5 Alberto Manzonetto, Four Partners Advisory S.p.A., Italy Alberto Manzonetto is Founding Partner and Chief Executive Officer of Four Partners Advisory S.p.A. where he has been working in the last ten years mainly advising U-HNWIs and families on corporate finance deals and illiquid investments. From 2000 to 2007 Mr. Manzonetto worked for JPMorgan Investment Banking in London and Milan. As a Vice President of the Bank, he gained significant deal experience on Itailan and international transactions within the M&A, Equity and Debt Capital Market fields. Prior to that, Mr. Manzonetto was analyst at Banca Lombarda International S.A. in Luxembourg. Mr. Manzonetto holds a Degree magna cum laude in Business Administration and Corporate Law from Bocconi University in Milan. Dr. Katharina Müller TEP, Müller Partner Rechtsanwälte GMBH, Austria Katharina Müller is partner at Müller Partner Rechtsanwälte GmbH. She is specialised on the establishment and the continuous adaption of private foundations and advises founders and beneficiaries as well as board members. Additionally, Katharina Müller has extensive experience in the establishment of testamentary dispositions and regularly advises family businesses in regard to succession issues (including corporate and estate law). Katharina Müller is author of numerous articles and regularly holds lectures on private foundation law, inheritance law and property transfer. She is co-editor of Handbuch Erbrecht und Vermögensnachfolge as well as editor of Handbuch Stiftungsmanagement. Paolo Panico TEP, Private Trustees SA, Luxembourg MMag. Michael Petritz, TEP LL.M. (WU), KPMG Alpen-Treuhand GmbH Wirtschaftsprüfungsund Steuerberatungsgesellschaft, Austria Michael Petritz is Tax Partner at KPMG and Tax Head of Smartstart Austria (the StartUp program of KPMG Austria). He specializes in international tax law, trust and estate planning, succession planning and family businesses. He is a member in the Tax committee of the Austrian Chamber of Public Accountants and Tax Advisors, president of STEP Austria (Society of Trust and Estate Practitioners) and lecturer and author of (international) tax publications. Adrian Pilcher TEP, ISOLAS LLP, Gibraltar

Penelope Reed, 5 Stone Buildings, UK Penelope Reed QC has a wide Chancery practice with special emphasis on trusts, wills, contentious probate, family provision claims and tax, both in England and

She recently acted for the corporate trustee in the Crociani trust litigation in Jersey which involved Bahamian, US, Dutch and Mauritian law.

Edward Reed TEP, Macfarlanes LLP, UK Edward Reed is a partner in private client department at Macfarlanes LLP, advising on UK and international wills, trusts and personal tax planning.

6 Penelope Reed, 5 Stone Buildings, UK Penelope Reed QC has a wide Chancery practice with special emphasis on trusts, wills, contentious probate, family provision claims and tax, both in England and Wales and overseas and has been involved in many of the leading trust and succession disputes in recent years. She recently acted for the corporate trustee in the Crociani trust litigation in Jersey which involved Bahamian, US, Dutch and Mauritian law. She is an accredited mediator, a member of STEP, ACTAPS and until recently was the chair of the Chancery Bar Association. She lectures and publishes widely on all areas of her expertise. Edward Reed TEP, Macfarlanes LLP, UK Edward Reed is a partner in private client department at Macfarlanes LLP, advising on UK and international wills, trusts and personal tax planning. He is a trustee or protector of a number of private and charitable trusts. Having been educated both in the UK and in France, Edward has developed an affinity for civil law issues generally and acting for French-speaking and Italian and Swiss-based clients in particular. Edward is the Chairman of the steering committee of the Cross-Border Estates Group of STEP and a trustee of The Friends of the Institut Français. Carlo Santoiemma TEP, UBI Banca International SA Elspeth Talbot Rice QC, XXIV Old Buildings, UK Elspeth is well known and very highly regarded for her international trusts expertise. She acts in international trust matters for private clients and commercial enterprises across the globe. She combines a wealth of knowledge and experience with clarity of expression, practicality and supreme approachability. She is highly sought after for her incisive legal analysis, the depth of her experience, her ability to present complicated law and facts in a simple and clear way, the energy and zest she brings to the cases with which she deals, her strong court presence and her superb advocacy. Chambers & Partners, Chambers Global and Legal 500 as well as Citywealth Leaders all recommend her as a leading silk. Citywealth Leaders quotes a referee as saying " Elspeth embodies all of the qualities we look for in our leading counsel: intellectual rigour, fierce determination, engagement with the client and the detail of the case, composure under pressure, commerciality and articulate leadership. She manages also to be highly responsive, accessible, energetic and incredibly positive. This combination of skills and personality is incredibly hard to find in one person and consequently she is much in demand in the big cases, where her sense of purpose and direction are of immense value."

7 Sonia Velasco TEP, Cuatrecasas, Spain A partner in the firm's tax practice, Ms. Velasco advises international clients (multinationals, venture-capital and private-equity entities) on acquisitions, disinvestments and restructurings. From 2006 to 2009, she was based in Cuatrecasas's New York office, working closely with United States (US) and Canadian multinationals, and venture capital companies with investments in Spain and Latin America. She also advises private clients in their wealth planning and succession planning. Her experience in the US has provided her with in-depth knowledge of US legal forms such as trusts that do not have precise counterparts in Spanish law.

Alberto Cedillo TEP, Alberto Perez Cedillo Spanish Lawyers and Solicitors, Spain

Alberto Cedillo TEP, Alberto Perez Cedillo Spanish Lawyers and Solicitors, Spain SPEAKERS Dr. Balázs Békés LL.M PhD TEP, BékésPartners, Hungary Balázs has finished his legal studies in Budapest, and started his career at BDO Austria where he started learning the profession of tax advisory.