29th Annual International Private Client Tax Conference - Navigating the private client world in turbulent times

3 Mar - 5 Mar 2024

Session information

Make it rain – advising Zennials

Description

If we thought that advising our current clients is sometimes challenging, just wait until you deal with their children, or with the new generation entrepreneurs. This session will provide inputs and share experiences about dealing with the younger generation of wealth holders. We will see if it the type of wealth that is going to change, the characteristics of the clients, their financial needs, the advice they seek, or all of the above. Speakers across different ages and backgrounds will share their views, stories and insights, will try to help us to prepare for the next years in business, and will show us that even with AI, there are quite a few needs we can and must accommodate.

Session / Workshop Chair(s)

Inbal Faibish Wassmer Goldfarb Gross Seligman, Zürich, Switzerland; Senior Vice Chair, Private Client Tax Committee

Speakers

Elina Filippou Zepos & Yannopoulos, Halandri, Greece
Stephanie Sebbagh SVZ, Paris, France
Jeannette Yazedjian Sequent Group, Reno, Nevada, USA; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee