30th Annual International Private Client Tax Conference: transforming (un)expected challenges into opportunities for the next 30 years

2 Mar - 4 Mar 2025

Session information

Round table session: 30 years of private client planning - what has changed, what went right and what went wrong? Will history repeat itself?

Description

A dozen former Committee Chairs have seen most of it and will share their insights in this interactive session.

Session / Workshop Chair(s)

Jerome Assouline Cabinet Sekri Valentin Zerrouk, Paris, France; Member, Private Client Tax Committee Advisory Board
Leigh-Alexandra Basha McDermott Will & Emery, Washington, District of Columbia, USA
Olga Boltenko-Kroon Boltenko Law, Zürich, Switzerland
Anne Guichard n3t NOTAIRES, Paris, France; Member, Private Client Tax Committee Advisory Board
Gerd Kostrzewa HEUKING, Düsseldorf, Germany
Mark E Osborne Osborne Helman Scott Knisely & Stanton LLP, Austin, Texas, USA; Member, Private Client Tax Committee Advisory Board
Edgar Paltzer Paltzer Private Clients Law, Zürich, Switzerland
Natalie Peter Blum & Grob Attorneys at Law Ltd, Zürich, Switzerland; Member, Private Client Tax Committee Advisory Board
Christopher Potter SETE, Geneva, Switzerland
Niklas Schmidt WOLF THEISS Rechtsanwälte GmbH & Co KG, Vienna, Austria
Daniel Simon Collyer Bristow LLP, London, England
Rashad Wareh Kozusko Harris Duncan, New York, New York, USA