Estates and Trusts and Family Wealth PG Call - UK time

Please join one of our two Estates and Trusts and Family Wealth PG Calls on 16^th April 2025 at 12 Noon Hong Kong time (5am BST) or 16^th April 2025 at 5pm UK BST, to catch up with other Estates and Family Wealth PG members around the globe.

We’ve scheduled two calls to make sure that as many people as possible around the globe (as well as the Chair of the group dialling in from West Coast USA) get a chance to join the call which best suits their time-zone. The content will be the same, so you only need to join one. The 5pm BST call will be suitable for all time zones eastwards between west coast USA and Eastern Europe, whilst the 12 noon call (Hong Kong time) the following day is suitable for other jurisdictions from Eastern Europe to Australia.

The Estates and Trusts and Family Wealth has not had a call for some time, and Chair Tim Maximoff (MI Member Firm Hoge Fenton https://www.hogefenton.com/our-people/j-timothy-maximoff/ ) thought it would great just have a check-in to discuss updates and or news items and to discuss any trends with clients the practice area. 

There are an endless number of issues that can come up connected to planning for Family Wealth.  International aspects add more complexity.  Tim would like to get as many practitioners onto the call to see who is covering planning and estate administration work for foreign citizens who are living and working in your country, and cover issues you and you clients are facing, as well as any experience of Mackrell firms in another country assisting.

Also to cover in the call, it would be great to hear of any instances of those with clients who are moving to other countries or acquiring assets in foreign jurisdictions.  What are the “pain points’ you are encountering in building a coordinated plan for their wealth and succession?

Finally, many high net-worth clients are using a “Family Office” to manage their affairs and engage professional resources. It would be great to share experiences of working with these offices to provide service to high net-worth families and look at what services are provided to such Family Offices. 

We would also like to have an open forum for anyone to bring up topics or issues they would like to discuss, and finally to suggest topics for further meetings, which we hope to have with more consistency and frequency going forward.  

You only need to register for one of the calls which best suits your time zone.

To register for the call on April 16, Noon Hong Kong time (5am BST), click here:

https://us02web.zoom.us/meeting/register/p8Lgm_jFSaePcEEeA1veBQ

To register for the call on April 16, 5pm BST, click here:

https://us02web.zoom.us/meeting/register/mTbWlIfNQTOKtLKR5Elg6g

For further information please contact Tim Maximoff tim.maximoff@hogefenton.com or Chris Short chris.short@mackrell.net