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DTSTAMP:20261109T210545Z
DTSTART:20270302T110000Z
DTEND:20270302T121500Z
SUMMARY:The practice and practicalities of being a private client practit
 ioner
DESCRIPTION:Most private client sessions look at what we advise on\; this
  panel looks at how we do it. Practitioners from different jurisdictions
  and types of firms will share candid\, practical views on the realities
  of running a private client practice today. They will cover identifying
  who the client is when advising a whole family\, pricing advice that sp
 ans generations\, managing conflicts\, compliance and reputational risk\
 , and working alongside banks\, family offices and trustees while keepin
 g our independence. They will also discuss recruiting\, training and ret
 aining the next generation of practitioners\, and how to use technology 
 and AI safely with confidential family information.\n
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