Speaking Engagement: Advising the Global Family — What UHNWIs Really Need from Their Trusted Advisers

For UHNWIs and internationally mobile families, residence, citizenship, tax, wealth and succession planning are increasingly interconnected. This practical discussion brings together private bankers, lawyers and wealth managers to explore how advisers are responding to evolving client needs, geopolitical uncertainty and cross-border complexity — and how they work together to deliver integrated advice for globally mobile families.

• How geopolitics, security, tax, lifestyle and education are reshaping mobility decisions.
• Structuring assets, businesses, investments and succession across multiple jurisdictions.
• How families assess residence and citizenship options against long-term family, business and lifestyle objectives.
• Integrating mobility with succession, education, inheritance and family governance.

Together with:

• Rui Passos (Founder and Managing Director at ERG Family Office and Legal)
• Bobby Console-Verma (Founder & CEO at 1fs Wealth)
• Nicolas Uster (Global Head of Wealth Planning at Pictet)
• Dominic Volek (Group Head of Private Clients at Henley & Partners)