ITPA MEETING OCTOBER 2015 MONTE-CARLO


Book your place now at the ITPA meeting in Monte-Carlo 11-13 October 2015 Hôtel Hermitage


TUESDAY 13 OCTOBER


09.00 Economic substance: Frank Schut


 Corporate structures for tax optimisation


 Influence of OECD and BEPS 


 Changes in tax treaties  Need for operational reality


09.40 Access to Europe via Malta, and other routes: Peter Krummenacher


 How Malta has set a new standard in attracting foreign direct investment and international talent


 Other European economic migration opportunities for international investors


 Potential tax planning via alternative residence or citizenship


 Future developments in this fast developing field


10.20 Coffee Attitude of national authorities


10.50 Succession structuring for international business families: Rose Chamberlayne


 Trendsetting – the key collaborative trends


 Surviving a generational transition – the reality


 The importance of good governance – but more importantly, how you tackle implementation


 How effective is your structure? The good governance questionnaire


 A defensive strategy – understanding risk and fortifying structures


 Family constitutions – are they ever the answer?


 To family office or not to family office? Do I really need one and what might it look like?


11.30 Reluctant settlors


and difficult beneficiaries: Stella Mitchell-Voisin


 How do you coach controlling, self- destructive personalities effectively, so


The ITPA Green Book 2016 www.itpa.org


007


that dealing with them becomes not only bearable, but a pleasure?


 The problem of 20/20 investment hindsight: how might you navigate the choppy waters of the emotive ‘performance conversation’?


 Family offices often act as gatekeepers to settlors and beneficiaries: how do you manage the power struggle?





Horrible grumpy people: what is the best way forward when faced with them?


12.10 Pre-lunch drinks, followed by set lunch 14.30 Discussion session I, followed by tea 15.45 Discussion session II


16.30 Close of meeting


BOOK NOW VISIT


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+44 207 821 7339


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