Attend
Attendance is by invitation and selection.
An evening for private-wealth professionals, luxury-asset specialists and selected private clients. Target attendance is 60–80 delegates, including a target audience of more than 50 trustees, family office professionals, private bankers, lawyers, accountants and other senior advisers to private clients.
Date
Tuesday, 25 May 2027
Time
4.30 to 8.30pm
Location
Jersey
Venue
The Royal Yacht
Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey
Who the Forum is for
Practitioners with client responsibility.
Fiduciary and private client
- Trustees
- Family offices
- Private-client lawyers
- Accountants
Banking and investment
- Private bankers
- Wealth managers
- Investment professionals
Advisory and principals
- Private-client advisers
- Selected HNW and UHNW participants
Why attend
What the evening offers.
Subject matter with client consequences
Collectible motor assets and private aviation, taken as far as the structuring, valuation, insurance and succession questions they raise.
Time to talk
Drinks and canapés before, between and after the panels.
A contained audience
One room, four hours and a limited guest list.
Subject matter
- Acquiring Exceptional Assets
- Structuring Ownership
- Valuation & Provenance
- Finance & Liquidity
- Insurance & Protection
- Cross-Border Ownership
- Succession & Estate Planning
- Storage & Security
- Disposal & Market Access
Request an invitation
Register your interest.
We respond to every request, and confirm venue details and panellists as they are finalised.
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