Agenda (Day 2)

SETTING SAIL AGAIN

Thursday 5th May 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 STEP Alpine 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, MLL

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

Dr Thomas Feldkircher - Partner, NAEGELE Attorneys at Law LLC (Moderator) 

Mauro Casellini - Chief Executive Officer, Bitcoin Suisse (Liechtenstein) AG

Michele Cecchi TEP – Senior Trust Advisor, Capital Trustees AG

NETWORKING & REFRESHMENTS

Kindly sponsored by PricewaterhouseCoopers AG

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
  • What Swiss based banks and wealth managers servicing US clients have to file, what risks they are exposed to and what they need to be regulated
  • Spotting the US client / issue - indicia, best practice and coping mechanisms
  • Why and how trustees, wealth managers and banks can deal with US connected clients: why Switzerland today is the perfect place to service them
  • Too good to be true: how can you clean up the non-compliant client and hang on to the relationship?

Mark Summers TEP - Partner, Charles Russell Speechlys (Moderator)

Jacqueline Hess TEP - CEO, Vontobel Swiss Wealth Advisors AG

Marnin Michaels TEP - Senior Partner, Baker McKenzie

Yann Rousset – Chief Executive Officer, Pilotage Private Wealth AG

 

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 STEP Alpine conference organising committee; Committee member of STEP Basel

TRUST LAW IN SWITZERLAND

  • Overview of the law
  • Overview of the tax proposals
  • Consultation from STEP and other bodies

Professor Dr Luc Thevenoz – Of Counsel, Schellenberg Wittmer; Professor, University of Geneva; Director, Centre for Banking and Financial Law (Moderator)

Arnaud Cywie - CEO of Twenty20 Trustees SA and of Counsel, Borel Barbey

Dr Daniel Leu - Partner, Bar and Karrer AG

Justine Markovitz TEP – Chairperson, Withers

 

NETWORKING AND REFRESHMENTS

Kindly sponsored by LINDEMANNLAW

THE GREAT DEBATE - SWISS LAW/FOUNDATIONS

Filippo Noseda TEP - Partner, Mishcon de Reya LLP and Visiting Professor, King’s College, London (Moderator) 

Konrad Haeuptli - Of Counsel, Kendris Ltd

Dr Natalie Peter TEP - Partner, Blum & Grob Attorneys at Law Ltd

Dr Alexander Putzer – Head Governance and Compliance, LGT Bank AG

CONFERENCE CLOSE