Family Office Seminar


12 - 14 July 2018

Jersey, as a leading international finance centre, has had a long history of wealth management and provision of fiduciary services for families around the world. There is an increasing demand for family office services by families, which has in turn seen an increase in the number of providers and advisors operating in this space. The services being offered are becoming more innovative and diverse in order to meet the needs of the families. This conference is targeted at family offices, families, providers of family office services and advisors who advise family offices. The conference will look at the different types of family office that are available and how advisors can work with them in generating value for clients; an investment advisor's role in a family office and the role of external consultants; the legal and regulatory issues that family offices should be aware of; and the offshore structuring options that are available in Jersey and other offshore jurisdictions that family offices should be aware of.

AIJA Commissions

  • International Private Clients and Family Law

Full programme

Family Office Seminar

Thursday 12 July 2018

16:00 » 18:00
Registration at the Pomme d'Or Hotel
18:00 » 20:00
Welcome cocktail at the Pomme d'Or Hotel
Optional dinner and drinks

  • The Square (14-16, Weighbridge Pl, JE2 3NF, Jersey, UK)
  • Café Zephyr (Mulcaster St JE, JE2 3NF, Jersey, UK)

Not included in the registration fees, payable locally

Friday 13 July 2018

07:00 » 08:00
Optional Fun Run from the Pomme d'Or Hotel along the waterfront towards St Aubin
08:00 » 09:00
Registration at the Pomme d'Or Hotel
09:00 » 09:30
Welcome address
Wiebe de Vries, AIJA President, BloomTax B.V., the Netherlands

Introduction to the seminar

Edward Drummond, Bedell Cristin, Jersey
Geoff Cook, Jersey Finance, Jersey
09:30 » 10:30
What are Family Offices?
Richard Joynt, Ocorian, Jersey
Amy Collins, Ocorian, Jersey
Niklaus Glatthard, Bratschi AG, Switzerland
Charlotte Senior, Grant Thornton, UK
10:30 » 10:40
Delegate discussions
10:40 » 11:00
Coffee break
11:00 » 11:40
What structures do Family Offices use?
Nancy Chien, Bedell Cristin, Jersey
Mirek Gruna, Dominion, Jersey
11:40 » 11:50
Delegate discussions
11:50 » 12:45
Jets, yachts and fast cars - stories from the front line
Ed Devenport, Mourant, Jersey
James Haithwaite
, First Names Group, Jersey
Nick Walker, First Names Group, Jersey
Nic Arnold, PWC, UK
12:45 » 14:00
14:00 » 14:30
Keynote address: "The Fixer - Emergency services for High Net Worths"
James Johnstone, James Johnstone Ltd, UK

In 1999, James Johnstone - a non-practising barrister - set up his own business as a Fixer. Since then, he has worked around the world for UHNW individuals and corporate clients, resolving complex requests for them at the highest level across an unusually broad spectrum of services. He says he is not a specialist, but ‘merely a master at being a Jack-of-all-trades’. A fictional TV series based on his work as a Fixer has just been commissioned by the UK’s leading television production company.
14:30 » 14:40
Delegate discussions
14:40 » 15:40
Privacy, tax and the Paradise papers
Robert Gardner, Bedell Cristin, Jersey
Hannah Wailoo, Trowers & Hamlins, UK- view from the Middle East
Valentin Todorow, RAUE LLP, Germany
Gillian Duffy, Schillings, UK
15:40 » 15:50
Delegate discussions
15:50 » 16:20
Coffee break
16:20 » 17:20
Family breakdowns and attacks on HNW structures
Henrietta Mason, Pennington Manches
Edward Drummond, Bedell Cristin, Jersey
Oliver Auld, Charles Russell Speechlys, UK
Ben Waistell, XXIV Old Buildings, UK
17:20 » 17:30
Delegate discussions
17:30 » 17:45
Closing remarks
19:00 » 22:30
Dinner at the Boat House, St Aubin

Bus departure from the Pomme d'Or Hotel at 18:45

Saturday 14 July 2018

09:00 » 09:15
Introduction to the second day of the seminar
Edward Drummond, Bedell Cristin, Jersey
09:15 » 10:15
International rescue - lawyers on hand
Rebecca Carlyon, Pennington Manches, UK (family law)
Hazar El-Chamaa, Pennington Manches, UK (immigration law)
Andrew Haywood, Pennington Manches, UK (sports law)
Oliver Piper, Farrer & Co, UK (private client law)
Julien Tron, Meyerlustenberger Lachenal Ltd., Switzerland (private client law,)
10:15 » 10:30
Delegate discussions
10:30 » 10:50
Coffee break
10:50 » 12:00
Revolution or Evolution? Future trends in the global HNW world
Julian Washington, RBC, UK
Mohammed Marikar, RBC, UK
Patricia Woo, Squire Patton Boggs, HK - view from Asia
Suzanne M. Reisman, Law Offices of Suzanne M. Reisman, London and New York
12:00 » 12:15
Delegate discussions
12:15 » 12:30
Closing remarks
12:30 » 14:00
Lunch at the Pomme d'Or Hotel
14:45 » 18:00
Optional programme: Absolute Adventures (kayaking, paddle boarding etc.)

Bus transportation from the Pomme d'Or Hotel at 14:45

Not included in the registration fees, payable locally
Optional dinner
Banjo (8 Beresford St, St Helier JE2 4WN, Jersey, UK)

  • 19:30 Meeting for drinks
  • 21:00 Dinner

Not included in the registration fees, payable locally




Sponsor of the Friday Dinner

Sponsor of the Welcome Cocktail

Sponsor of the Coffee Breaks

Practical information




Please reserve your room at the seminar venue, the Pomme d'Or Hotel prior to 12 June 2018. Address: Liberation Square, JE1 3UF, Jersey, UK

The booking ID to access the group rate for the bedrooms is Booking ID 33711

To make a reservation please use the below details:

Seymour Hotels Central Reservations

The cancellation charges for the rooms that are picked up will be as follows:

  • Up to 42 days prior to arrival: Booking deposit
  • 29- 42 days prior to arrival: 50% of total charge
  • 1 – 28 days prior to arrival: 90% of total charge
  • No advice/No-show: 100% of total charge


Organising Committee

Henrietta MASON
Pennington Manches LLP (UNITED KINGDOM)

Penningtons Manches LLP (UNITED KINGDOM)