31st Annual International Private Client Tax Conference: private wealth seeking shelter and opportunity alike
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; North American Regional Forum Liaison Officer, Private Client Tax Committee |
| Megan Worrell | JP Morgan, New York, New York, USA; Committee Liaison Officer, Private Client Tax Committee |
Speakers
| Jochen Vogler | Bellecapital, Zürich, Switzerland |
| Jeannette Yazedjian | Private Family Office, Los Angeles, California, USA; Young Lawyers' Committee Liaison Officer, Private Client Tax Committee |