31st Annual International Private Client Tax Conference
1 Mar - 3 Mar 2026
Session information
The four-pillar dialogue: family office, legal, banking and investment advisory. Perspectives on global private client challenges
Monday 2 March (0900 - 1015)
Description
This panel brings together representatives of the four key pillars that shape the decision-making ecosystem of international private clients: family offices, legal advisers, private bankers and investment professionals. Through a dynamic, practice-oriented discussion, the speakers will explore how these disciplines interact when addressing complex cross-border issues for wealthy families, including governance structures, succession planning and wealth deployment strategies.
Session / Workshop Chair(s)
| Alessia Allegretti | Boies Schiller Flexner LLP, Milan, Italy |
Speakers
| Jochen Vogler | Bellecapital, Zürich, Switzerland |
| Megan Worrell J.D. | JP Morgan International Private Bank, New York, New York, USA; Diversity and Inclusion Officer, Private Client Tax Committee |
| Jeannette Yazedjian | Sequent Group, Reno, Nevada, USA; Middle East Liaison Officer, Private Client Tax Committee |