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Family Office Day - 15 December 2008
09.50 Chairman’s opening remarks
Mr Sandy Shipton, Head of Asset Management, DIFC
CREATING AND RUNNING A SUCCESSFUL FAMILY OFFICE
10.00 An interview with Dr Fabio Scacciavillani: An overview of macro economics in the turbulent times
- The view from the top: will the GO political and economic influence shift
- The impact of turbulent conditions on the optimum investment strategy
- Risk profiling of different asset classes
- Determining as to whether there are any SAFE investment classes
Dr Fabio Scacciavillani, Director, Macroeconomics and Statistics, DIFC
10.30 Q&A with Dr Scacciavillani
10.45 Morning coffee
11.15 A family perspective
12.15 Lunch
13.45 Keeping it in the Family: Working with the generational planning challenges in managing family wealth
- The different family dimensions and managing the family business dynamics
- The use of trust structures by Muslim clients
- Working with family members and councilling them to recognize solutions
- Resolving succession issues
- Involving future generations in the process
- The use of corporate structures for asset protection
Mr Andrew De la Rosa, Partner, Chancery and Commercial Barristers
Mr Philip Van Hilten, Partner, Loyens and Loeff
14.00 Solutions, Structures and generational planning
- Understanding the implications of the choices of wealth transfer for you and your family
- Ensuring successful succession of wealth to future generations
- A review of what can go wrong and has gone wrong
Mr Joseph Field, Senior International Partner, Withers LLP
14.40 The value of philanthropy
- Philanthropic trends and regulation effecting charitable giving
- A case study: examing best practice
- The latest on the association between Wealth Management and philanthropy
Dr. Maximilian Martin, Global Head & Managing Director, UBS Philanthropy Services
16.00 Close of Family Office Forum
> So if you a representive of a family business, email james.taylor@terrapinn.com
> Contact shay nasta, on shay.nasta@terrapinn.com for sponsorship opportunities
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