Private Wealth Forum Into the Sunshine

Transcription

1 Private Wealth Forum Into the Sunshine 28 November 2017

2 Dear Sir or Madam The private wealth industry will never be the same again. Tax transparency had fundamentally changed the way in which service providers serve their private clients on a global scale. Family offices, asset managers, fiduciaries, and private bankers acknowledge that CRS and tax compliance are inevitable. Tax authorities will soon have enough data to shine a light on longhidden inadequacies of wealth structures. Are you and your clients ready to withstand this level of scrutiny? We will look closer at the following themes: What are the typical weaknesses of international private client structures and how do these impact service providers? Is relocation of UBOs, families and family offices a complete remedy for all tax woes? Is it possible to address AML, CRS, substance, PE, BEPS and global CFC issues in one sweep? Which tax strategies will win the day? Are the traditional structures utilised for luxury assets bullet-proof? Please join us for the discussion and the apéro riche afterwards. Dress code: no tie required. Dr. Marcel Widrig Global Private Wealth Leader Andri Manatschal International Private Wealth and Entrepreneurs Leader Sergey Bezborodov International Private Wealth and Entrepreneurs PwC s Academy provides business leaders and managers like you with professional development resources and opportunities to build relationships. More at pwc.ch/academy.

3 Programme 13:30 Registration and welcome coffee / tea 14:00 Opening Dr. Marcel Widrig,, Global Private Wealth Leader, Andri Manatschal,, International Private Wealth and Entrepreneurs Leader, 14:15 Into the sunshine real life experience What challenges do clients face in the regulated, transparent world? What approach should clients adopt? Which tax strategies will win the day? Relocation as a strategy? Discussions of life cases covering various jurisdictions and regions. Relocation boulevard of broken dreams Cem Erkus, Director, International Private Wealth and Entrepreneurs, Olga Nizovskaya, Senior Manager, International Private Wealth and Entrepreneurs, Luxury assets battle ships Sergey Bezborodov,, International Private Wealth and Entrepreneurs, Tiago Feracioli, Manager, International Tax, London is calling Elizabeth Henson,, Private Client and Private Business Leader, PwC UK Tax residence around the world in 183 days Spyros A. Evangelou, PwC Legal, Advocate /, In charge of the PwC Network Legal Practice in Cyprus China, Hong Kong and Singapore Asian delights John Wong,, Private Client Services Leader, PwC China and Hong Kong Houlu Yang, Senior Manager, Chinese Private Clients Leader, 15:15 Q&A panel with the session speakers Moderator Andri Manatschal,, International Private Wealth and Entrepreneurs Leader, 15:45 Break

4 16:15 The response of independent asset managers and family offices What are challenges faced by family offices and independent asset managers in this new transparent world? How are these dealt with? What are the typical weaknesses of international private client structures and how do these impact service providers? Clients reaction to the regulatory changes. Scrabble BEPS, MLI, ATAD, CFC: what does this mean for private wealth? Dr. Marcel Widrig,, Global Private Wealth Leader, Cem Erkus, Director, International Private Wealth and Entrepreneurs, Albrecht Herholdt, Senior Manager, International Private Wealth and Entrepreneurs, Taking hostages taxation of structures managed from Switzerland and Liechtenstein based on effective place of management rules Nathanael Frischkopf, Director, International Private Wealth and Entrepreneurs, Regula Häfelin, Director, Tax and Legal Services, 17:00 Industry panel discussion and Q&A Moderator Andri Manatschal,, International Private Wealth and Entrepreneurs Leader, Arwed Christensen, Global Family Office Group, UBS Switzerland Caroline Bauer, Director Head of Family Office, Zurich, Stonehage Fleming Chris Townsend, Investment Director, Hansa Capital Peter Stocker, Head Tax, Legal & Compliance, Managing, Marcuard Family Office 17:45 Closing Dr. Marcel Widrig,, Global Private Wealth Leader, Andri Manatschal,, International Private Wealth and Entrepreneurs Leader, 18:00 Apéro riche

5 Key facts at a glance Date and Time Tuesday, 28 November 2017, 13:30 to about 18:00, followed by an apéro riche Venue Hotel Park Hyatt Zürich, Beethovenstrasse 21, 8002 Zürich Language This event will be held in English. Participation/Fee The participation fee is CHF 200 incl. VAT. To take part in the forum please register by 24 November 2017 at Contact PwC Ekaterina Knoll Birchstrasse 160 Postfach 8050 Zürich ekaterina.knoll@ch.pwc.com