21st January 2022
Congress Centre Kursaal, Interlaken, Switzerland.
DAY 2 AM THEME: LOOKING AFTER PASSSENGERS AND CARGO
BREAKFAST & NETWORKING
CHAIR'S OPENING REMARKS
Dr Guillaume Grisel TEP - Partner, Bonnard Lawson; Vice-Chairman and member of the conference organising committee, Swiss & Liechtenstein STEP Federation; Former Chairman and committee member, STEP Lausanne
PHILANTHROPY
- The current pressures on philanthropic giving
- Choosing the right holding structure
- Selecting attractive holding structures
- How philanthropic institutions need to reinvent themselves
- How can funders add value?
- How can we encourage those going through a family governance exercise to help more
Nicholas Jacob TEP - Partner, Forsters LLP (Moderator)
Etienne Eichenberger - Managing Partner, WISE Philanthropy Advisors; Chairman, Swiss Philanthropy Foundation
Dr Maximilian Martin - Global Head of Philanthropy, Lombard Odier Group
Julie Wynne TEP - Partner, FRORIEP
TRUSTEES AND BLOCKCHAIN/CRYPTO/DIGITAL ASSETS
- Distributed ledger technologies as the basis of the digital financial centre
- Response: Liechtenstein approach with the Token Container Model
- European Commission Proposal MiCa (Markets in Crypto-assets)
- Remaining Challenges
Mag. iur. Thomas Naegele - Managing Partner, NAEGELE Attorneys at Law LLC (Moderator)
Nicolas Capt - Partner, Quinze Cours des Bastions, Attorney at Law
Mauro Castellini - Chief Executive Officer, Bitcoin Suisse (Liechtenstein) AG
Michele Cecchi TEP – Senior Trust Advisor, Capital Trustees AG
NETWORKING & REFRESHMENTS
LEGAL UPDATE: WHAT SHOULD TRUSTEES WATCH OUT FOR ?
- When should alarm bells ring for trustees?
- Protectors: are they at risk?
- Trust arbitration
Edward Reed TEP - Partner, Macfarlanes LLP (Moderator)
Dr Anne-Catherine Hahn - Partner, IPrime Legal AG
Fred Milner TEP - Counsel, Mourant
US CLIENTS: WHY AND HOW SHOULD WE DEAL WITH THEM ?
- Back to basics: how US citizens are taxed and how they have to file
- Spotting the US client / issue
- Why and how trustees, wealth managers and banks can deal with US connected clients: why Switzerland today is the perfect place to service them
- What you were always too afraid to ask: how can you clean up the non-compliant client and hang on to the relationship?
Mark Summers TEP - Partner, Charles Russell Speechlys (Moderator)
Marnin Michaels TEP - Senior Partner, Baker McKenzie
Yann Rousset – Chief Executive Officer, Pilotage Private Wealth AG
Dianne C. Mehany - Member, Caplin & Drysdale
LUNCH AND NETWORKING
DAY TWO PM THEME: SETTING A COURSE FOR HOPE AND SUCCESS
CHAIR'S OPENING REMARKS
Cyril Bouzguir TEP – Banking Economist, Dreyfus Sons & Co Ltd, Banquiers; Member of the conference organising committee of Swiss & Liechtenstein STEP Federation; Committee member of STEP Basel
TRUST LAW IN SWITZERLAND
- The Swiss trust law project: update
- The Hague Trust Convention in Switzerland in practice
Professor Dr Luc Thevenoz – Of Counsel, Schellenberg Wittmer; Professor, University of Geneva; Director, Centre for Banking and Financial Law (Moderator)
Justine Markovitz TEP – Chairperson, Withers
Dr Natalie Peter TEP – Partner, Blum & Grob Attorneys at Law Ltd
THE GREAT DEBATE
Filippo Noseda TEP - Partner, Mishcon de Reya LLP and Visiting Professor, King’s College, London (Moderator)
Olga Boltenko - Founding Partner, Boltenko Law GmbH
Konrad Haeuptli - Of Counsel, Kendris Ltd
Felicity Keller TEP - Managing Director, J. Stern & Co
Dr Alexander Putzer – Head Governance, LGT Bank AG