IBA Annual Conference Toronto 2025
2 Nov - 7 Nov 2025
Session information
Family offices in this day and age - current landscape and trends
Wednesday 5 November (1115 - 1230)
Committee(s)
Private Client Tax Committee
(Lead)
Description
Family offices continue to evolve and have a prominent role in global investment, wealth preservation, and philanthropy. This panel will explore the latest trends impacting family offices, including the rise of direct investments, the growing importance of Environmental, Social, and Governance (ESG) and impact investing, the shift toward professionalisation and institutionalisation, as well as governance and succession structures employed for these purposes, offering practical strategies for advisors better to serve their family office clients in an ever-changing landscape.
Session / Workshop Chair(s)
| Alessia Allegretti | Boies Schiller Flexner LLP, Milan, Italy; Membership Officer, Private Client Tax Committee |
| Gretel Ciniglio de Perez | Fabrega Molino, Panama City, Panama; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee |
Speakers
| Saverio Lembo | Baer & Karrer, Geneva, Switzerland; Secretary, Criminal Law Committee |
| Rahul Sharma | Fasken, Toronto, Ontario, Canada |
| Johan Van Niekerk | Stonehage Fleming, Philadelphia, Pennsylvania, USA |