Wealth Manag - Henley & Partners

Experts from the wealth
industry include:
Mario del Pozzo
GEFORIN SA
Sara Hamilton
FAMILY OFFICE EXCHANGE
Dr. Maximilian Martin
UBS
Andrew Nolan
STONEHAGE GROUP
Pierre Condamin-Gerbier
REYL PRIVATE OFFICE
J. Mark Fisher
ARLAN SA
Dr. Steen Ehlern
FERGUSON PARTNERS FAMILY
OFFICE
Ludwig Forrest
KING BAUDOUIN FOUNDATION
Xavier Isaac
INVESTEC TRUST
(SWITZERLAND) S.A.
Aida Molineux
NORTHERN TRUST
Marco Gantenbein, TEP
SWISS INSURANCE PARTNERS
AG
Michael Maslinski
MASLINSKI & CO
Jonathan Bell
STANHOPE CAPITAL LLP
Mohsen Sohrabi
MBS CAPITAL ADVICE
Robert Tomei
ADVANCED CAPITAL
Maurice Machenbaum
WISE PARTNERSHIP
Caroline Butler
LORD NORTH STREET
Dr Ariel Sergio Goekmen
CREDIT SUISSE
Dr. Leo Th. Schrutt
STANFORD GROUP
(SUISSE) AG
Organised by:
Sponsored by:
2nd Annual
Key Highlights for 2009
Insights about Global Financial Families:
Sara Hamilton
FAMILY OFFICE EXCHANGE
Contributions from Family Offices:
Strategic Thinking for FO Investing
Mario del Pozzo
GEFORIN SA
A Family's Risks
Pierre Condamin-Gerbier
REYL PRIVATE OFFICE
Succession Issues
Dr. Steen Ehlern
FERGUSON PARTNERS FAMILY OFFICE
Asset Allocation Today
J. Mark Fisher
ARLAN SA
FOs & Asset Management
Michael Maslinski
MASLINSKI & CO
Pre-conference Workshop
International Residence & Citizenship Planning
for UHNW Clients
Monday 16th March 2009, Renaissance Hotel, Zurich
Paper sourced
from sustainable
forests
Media Partners:
Register by
13th February
SAVE up to £200
Wealth
Management
Family Office
Congress, Zurich 2009
Maintaining your Client’s Wealth & Best Interests
Through Turbulent Times
Tuesday 17th & Wednesday 18th March 2009, Renaissance Hotel, Zurich
Exhibitor:
Elemental
Chlorine Free
(ECF)
Topical presentations on the following
issues:
Asset Management
Financial risk
Account management in troubled times
Staying power for investment performance
Private equity / alternative investments
Manager selection – issues to consider
How have hedge funds stood up in the current market?
To what extent should a family office be engaged
in asset management?
Concierge Services
The growing importance of formal family governance
in the credit crunch
Managing succession issues
Generating impact from your philanthropic solutions
Protecting the family against tangible risk
International private medical insurance as a wealth
planning tool
Plus
To reserve your place call:+44 (0) 20 7017 7790
or fax: +44 (0)20 7017 7824
or register online: kmregistration@informa.com
www.iir-events.com/wealth

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CONFERENCE DAY ONE
Tuesday 17th March 2009
09.00 Chairman’s Welcome & Opening Address:
09.10 Insights about Global Financial Families
Managing family risks and financial risks in uncertain times
Common investment mistakes wealth owners make
Characteristics of a well-structured financial enterprise
Managing your wealth as professionally as your business
Planning structures and risk assessment that lead to long-term
success
Examples of how families orchestrate that process
Sara Hamilton
Founder & CEO
FAMILY OFFICE EXCHANGE
Sara Hamilton is the founder and CEO of Family Office Exchange.
Recognized for her expertise on sophisticated owners of wealth and
their family offices, Ms. Hamilton serves as a strategic advisor to
sophisticated investors with assets lasting beyond one generation. Ms.
Hamilton has focused her expertise on the $50+ million market
since 1986, when she joined the Personal Trust Department of Harris Bank. Her initial
research identified the financial services needed by family groups with more than $1 billion
in assets. This research led to her recognition of the unique needs of financial families. She
subsequently spearheaded the first national conference designed to educate family
principals and family office managers. Prior to joining Harris Bank, Ms. Hamilton spent
eight years in marketing and client relations’ management for AT&T in Ohio and Illinois.
10.00 The Growing Importance of Formal Family
Governance in the Credit Crunch
The need for change
The approach
Wealth protection
Implementation
Sustainability of process
Andrew Nolan
Executive Director and Head of Private Clients
STONEHAGE GROUP
Andrew is an Executive Director of the Stonehage Group. He is Head
of the Private Client Division and acts as lead advisor to a number of
wealthy international families. Andrew joined Stonehage in 1997 in
the London office and was then transferred to head up the Neuchâtel
office in 1998 and to oversee the takeover of another
multi-family office. He assisted in profitably growing this office to 110 people. Andrew then
moved to Zurich in 2007 in order to be based in the newly opened Stonehage Zurich office.
10.40 Coffee Break
11.10 Managing Family Wealth & Family Offices -
Succession Issues
How and when should the next generation be integrated in the
decision making process
Issues when passing on a business to the next generation
Succession planning
Managing conflicts within a family
Dr Steen Ehlern
Managing Director
FERGUSON PARTNERS FAMILY OFFICE
During his doctorate (magna cum laude) at the Swiss Banking
Institute of the University of Zurich, Steen was employed in private
banking and the trust department of a Swiss private bank, followed
by positions at smaller international private banks. He gained
experience as an Executive Director in international executive
search and is currently working for investors in the Family Office business. He advises
families, UHNWIs, family offices and specialist advisors on the set-up of family office
solutions, ideas, introductions, the selection of multi-client family offices and various
providers, real estate projects and investments. He covers strategic family matters as
well as succession planning and mergers & acquisitions of smaller private banks and
asset managers and strategic investments and de-investments.
Wealth Manag
Maintainin
12.00 Lunch
13.30 Generating Impact from your Philanthropic
Solutions
How are today’s families involved in philanthropic activity?
What motivates the philanthropist?
Opportunities for the FO/wealth managers in providing
philanthropic advice
Dr. Maximilian Martin
Global Head of Philanthropic Services
UBS
Maximilian Martin is Global Head of Philanthropy Services at
UBS AG, a dedicated advisory unit that helps clients conceive, set
up and monitor effective philanthropic vehicles. He also serves as a
Visiting Professor at the University of Geneva, where he teaches
philanthropy and social entrepreneurship in the MBA program, and
lectures at the University of St.Gallen. Previous engagements include serving as Head
of Research at the Schwab Foundation for Social Entrepreneurship, Senior Consultant
with McKinsey & Company, instructor at Harvard’s Economics Department, and
Fellow at the Center for Public Leadership at the John F. Kennedy School of
Government. Dr. Martin’s research interests and publications focus on the relationship
between globalization, social entrepreneurship and philanthropy, and emerging
cross-sector value creation opportunities in this space that involve civil society, private
individuals and business. In 2003-2004, he conceptualized and then set up the UBS
Philanthropy Services model and the UBS Philanthropy Forum.
14.10 Engaging in Philanthropy –
What are the Options?
Panellists will share insights on how best to involve clients in philanthropic
activities. Each will offer a different perspective on ways of engaging, this
will then be followed by a panel discussion on best practice.
1 Creating your own foundation
Ludwig Forrest
Philanthropy Advisor
KING BAUDOUIN FOUNDATION
Ludwig Forrest is philanthropy advisor at the King Baudouin
Foundation in Brussels, established in 1976 to improve people’s
living conditions. Ludwig works at the KBF’s Centre for
Philanthropy that provides information, guidance and tailor-made
help on strategic philanthropy to private donors, families,
businesses and professional advisers who wish to engage in public benefit initiatives.
Fostering and simplifying the European cross-border giving environment with the
www.givingineurope.org website and helping donors and beneficiaries to find effective
solutions for philanthropic intentions are his main objectives.
2 Working with advisors
Perspectives from a philanthropy specialist and a trustee
Maurice Machenbaum
Co-founder
WISE PARTNERSHIP
Maurice Machenbaum is a social development and project
management expert. Maurice founded and was for several years,
Programme Director at Casa Alianza Nicaragua, an international
NGO dedicated to the defence and rehabilitation of street children.
He was subsequently in charge of research on the topic of child sol
diers at the International Committee of the Red Cross, and later became Regional
Director for Latin America and the Caribbean at Terre des hommes Lausanne. Maurice
draws on a broad and multifaceted experience in the social development field and has
visited or collaborated with over 160 projects in close to 30 countries.
Xavier Isaac
Managing Director
INVESTEC TRUST (SWITZERLAND) S.A.
Xavier Isaac is the Managing Director of Investec Trust
Switzerland, a leading Swiss based trust specialist which provides
bespoke family wealth structuring and administration through
unique Anglo-Saxon trust expertise. Since joining Investec Trust,
Xavier has been spearheading the business’ goal to become more
involved with philanthropy. Prior to joining Investec Trust, Xavier was Managing Director
of ABN AMRO Trust in Jersey. He also has over fifteen years of experience in
To reserve your place call:+44 (0) 20 7017 7790 or fax: +44 (0)20 7017 7824
or register online: kmregistration@informa.com www.iir-events.com/wealth
Panel Discussion:

ement & Family Office Co
g Your Client’s Wealth & Best Interests through Turbu
17 & 18 March 2009, Renaissance Hotel, Zurich
complex estate and tax planning for international families. Xavier is a full member of
STEP and has been instrumental in the establishment of the Swiss Association of Trust
Companies (SATC) in July 2007 of which he is Vice President.
Followed by Q&A with panellists & audience
15.10 Coffee break
15.30 Putting the Family Office in the Driving
Seat: Managing Risk & Performance
Getting good data to support your decision-making -
how do you achieve this
Achieving meaningful performance measurement
- what to watch out for
Putting the pieces of the jigsaw together - information delivery
Aïda Molineux
Head of Wealth Management, EMEA
NORTHERN TRUST
Aïda manages the business at Northern Trust’s which works with
families and their advisors based in Europe and the Middle East.
Her team delivers onshore and offshore trust and asset
administration services, (global custody, performance measurement
and banking) and asset management. Aïda has over 20 years
financial services experience and joined Northern Trust in 2000.
16.10 A Family's Risks:
It's Not Where you Think it is
Tangible assets vs. financial assets
Conflicts of interest
Third party due diligence
Family governance
Risk management and assessment
Pierre Condamin-Gerbier
Managing Partner
REYL PRIVATE OFFICE
Pierre Condamin-Gerbier graduated from the Institut National des
Télécommunications (INT Business School '93) and the Ecole des
Hautes Etudes Commerciales (HEC Paris - Master in International
Finance '94). In 1994, he joined in London and Guernsey the private
office formed by two Franco-Swiss families who were the original
shareholders of one of the world’s leading commodity trading groups, to act as personal
assistant to some of the family members. He then went on to work for a major Greek
ship-owning family within its London-based private office and private bank before cofounding
Credit Suisse Family Office in London and Zurich as Managing Director. He then
created Mandarin Fortune Plc. in London, a multi-client private office whose activity was
then absorbed within Banque Bonhôte and the UBS Group in Switzerland where he
relocated in 2004. He joined REYL & CIE and REYL Private Office in 2006.
16.50 International Private Medical Insurance
as a Wealth Planning Tool
Worldwide coverage
Free choice of doctors/hospitals
Independent of residence
Advice on choice of clinics
Marco Gantenbein, TEP
Managing Partner
SWISS INSURANCE PARTNERS AG
Marco Gantenbein is an insurance specialist with extensive knowledge
and experience of international health insurance solutions. He is the
author of many articles on international health insurance which have
been published in the Swiss and international media. He is also a
member of the Society of Trust and Estate Practitioners (STEP).
17.30 Close of Day One Followed by Drinks Reception
CONFERENCE DAY TWO
Wednesday 18th March 2009
09.00 Chairman’s Welcome & Opening Address:
To What Extent Should a Family Office be
Engaged in Asset Management?
Ultimately the capital of a family is its key commodity – where
does the buck stop with outsourcing asset management (AM)
services?
If outsourced, how does the FO retain influence over how assets
are managed?
Does performance investment management fall into the remit of
the FO?
What is the difference between purchasing AM services and
selling AM services?
Michael Maslinski
Director
MASLINSKI & CO
Michael is a director of Maslinski & Co Ltd, London based
strategy and marketing consultants specialising in the Private
Banking and Wealth Management sector. Maslinski & Co has been
recognised as the consultancy firm with the best understanding of
the wealth management sector, in a survey of 40 European
financial institutions, covering 11 different countries. Michael has advised a wide
variety of institutions on the development of their services for private clients, ranging
from major retail and investment banks to wealth management boutiques and family
offices. He is author of numerous articles on the wealth management industry and
is frequently quoted in the financial press as a leading authority on the sector. Prior
to establishing his own consulting firm in 1995, he was Head of Marketing and
Business Development at Coutts, where he had over 20 years practical experience of
private banking.
09.40 Account Management in Troubled Times
How to reduce the chances of losing a client during difficult
times
A client’s 5 stage wealth management process
Jonathan Bell
Chief Investment Officer
STANHOPE CAPITAL LLP
Jonathan is Chief Investment Officer of Stanhope Capital, one of
Europe’s leading Multi-Family Offices based in London and
Geneva. He has 20 years experience in investment management
and was formerly Chief Investment Officer of Newton Private Investment
Management.
10.20 Ways for the Wealthy Family to Plan for the
Unthinkable in Unstable Times
Succession planning issues in volatile times
Tax optimised structures including insurance wrappers
Private label funds for succession management and entrepreneurs
Dr. Ariel Sergio Goekmen
Managing Director, Private Banking Division
CREDIT SUISSE
Ariel Goekmen is a Director of Credit Suisse in the Private
Banking division, based in Zurich. He is in charge of the 'Wealthy
Families' sector, advising wealthy families on international asset
management, risk mitigation and strategic issues. At the same time
he is responsible for the “UK resident non-domiciled" centre of
competence. His responsibilities include assisting in the implementation of appropriate
holding structures for tax optimisation and succession planning, in cooperation with a
network of in-house and external experts. Ariel is a member of the Society of Trust and
Estate Practitioners (STEP), International Fiscal Association (IFA), L'Association de
l'Arbitrage (ASA) and the International Tax Planning Association (ITPA).
11.00 Coffee Break
To reserve your place call:+44 (0) 20 7017 7790 or fax: +44 (0)20 7017 7824
or register online: kmregistration@informa.com www.iir-events.com/wealth

ngress Zurich 2009
lent Times
11.20 Investment Performance:
The Merits of Staying Power
Mohsen Sohrabi
Founder
MBS CAPITAL ADVICE
Mohsen founded MBS Capital Advice, an investment adviser and
consultant based in Geneva in 1990. MBS currently advises or
manages in excess of CHF 10 billion invested in all asset classes.
Its clients are institutions, endowments and private individuals with
very substantial wealth. Before founding MBS Capital Advice,
Mohsen was with Banque Paribas in Switzerland. He studied in Geneva and has a
Masters in Economics from Geneva University.
12.00 Asset Allocation Today –
Where Should we be Investing?
Tactical allocation in today’s market
Portfolio diversification
Managing risk in multi asset class portfolios
Risk control and exposure management
Panel Discussion:
Risk vs. reward – getting the right balance in your portfolio
Moderator:
Jonathan Bell
Chief Investment Officer
STANHOPE CAPITAL LLP
12.45 Lunch
Panellists include:
Mario del Pozzo
Co-Founder and Managing Partner
GEFORIN SA
Mario del Pozzo is the founder and managing partner of Geforin
SA, a private portfolio management company established in 1982.
The company has evolved, in its 27 years, from pure portfolio man
agement to advisory and Multi family office services. Mario del Pozzo started his
career with Merrill Lynch in Philadelphia, then New York and Rome; he moved to
Geneva to be responsible of Italian activities for H.H. Karim Aga Khan. He was, from
1988 to 1996, the international strategist for the EPTA fund group in Milan.
J. Mark Fisher
Finance Manager
ARLAN SA
J. Mark Fisher is Finance Manager with Arlan SA responsible for a
Multi-Family Office managing the Wealth Management & Portfolio
Investments groups. Mr Fisher has worked in Private Banking,
beginning with Robeco Bank Switzerland and then Vice-President
& Head of Personal Banking at Rabo-Robeco Bank now Sarasin
Bank. Mark is now the Chief Investment Officer for several families, trusts and
foundations. Mr. Fisher is also the Fund Advisor for the Custodia Fund's group
based in Gibraltar with Credit Suisse.
13.45 Manager Selection – Issues to Consider
Performance
Levels of engagement
Diversity
Due diligence in evaluating managers and strategies
Caroline Butler
Director
LORD NORTH STREET
Caroline joined Lord North Street in 2004. Formerly Managing
Director and Head of UK Private Wealth Management at Deutsche
Bank AG. London, she was in charge of UK onshore and offshore
clients and client acquisition strategy. She put in place the quantitative
asset allocation model used in London. Prior to joining Deutsche
Bank in 2001, Caroline was a Partner in a fund of hedge funds within Park Place Capital.
An Economist by training, she worked from 1977 in London at NM Rothschild and Sons and
at S.G. Warburg & Co and from 1987 in New York at Goldman Sachs and Louis Dreyfus
Corporation. The first woman elected to the Board of S.G. Warburg in 1984, her
experience includes foreign exchange and debt management, corporate advisory and
asset management.
14.25 Private Equity:
Opportunities in the Tsunami
Investing in Private Equity today: the right alternative
Creating diversification and long-term capital appreciation for
families
Portfolio active management: short term tactics vs. long-term
strategy
Robert J. Tomei
Chairman and CEO
ADVANCED CAPITAL
Robert J. Tomei, Chairman and CEO of Advanced Capital, Private
Equity Fund of Funds group founded in Switzerland in 2000. For
years Mr. Tomei was an advisor on alternative investments and
private placements Merrill Lynch International. Before joining
Merrill, Mr. Tomei worked with Kidder Peabody in New York and
London. Mr. Tomei is a longtime collector of contemporary art and is a Board
member of several major museums.
15.05 Coffee Break
15.30 How Have Hedge Funds Stood Up in the
Current Market?
Are hedge funds & funds of funds waning in popularity?
What benefits do they offer and why is this changing?
Identifying alpha through other avenues
Dr. Leo Th. Schrutt
Senior Managing Director
STANFORD GROUP (SUISSE) AG
Dr. Leo Thomas Schrutt joined Stanford Group (Suisse) AG in
September 2007 bringing 20 years of asset management- and
investment research experience into the team. Prior to Stanford, Dr.
Schrutt held several positions at the Julius Baer Group between
1998 and 2007. He was a Member of the Group Executive Board
and Chairman of the Board of Directors of Julius Baer Asset Management in Zürich,
Frankfurt, London and New York. His responsibilities were Asset Management and
Research. He did oversee CHF 23 bn AuM and was leading a team of 120 employees.
Dr. Schrutt holds several positions on various boards and is an advisor to several
international institutions.
16.10 Strategic Thinking for Family Office
Investing & T.A.A.’s Contribution
16.30 Close of Conference
Mario del Pozzo
Co-Founder and Managing Partner
GEFORIN SA
Sponsorship Opportunities!
Do you provide a service or sell a product to the Wealth Management
industry?
If you want direct access to senior level decision makers, ensure you are at
this expert industry forum.
IIR will work with you to facilitate creative solutions that showcase your
organisation's expertise:
� Presentation opportunities
� Networking reception or Luncheon
� Exhibition space
� Advertising in the delegate documentation pack
Please call Aida Mezit on
+44 (0)20 3377 3278
or email aida.mezit@informa.com to find out more!
To reserve your place call:+44 (0) 20 7017 7790 or fax: +44 (0)20 7017 7824
or register online: kmregistration@informa.com www.iir-events.com/wealth

This workshop will offer advice and best practice for private
clients looking to relocate for either business or personal
reasons. Expert speakers will provide guidance on residence
and citizenship planning for the global citizen who may be
taking their assets and activities worldwide.
Key points to consider in international private client
relocation
Why pre-immigration tax planning is important
Wealth planning for the global citizen
Citizenship-by-investment
- What is available today and how to use this tool in private
client planning
Residence and citizenship-by-investment in Austria
Residence and citizenship in Belgium
International health insurance for UHNW clients
- A key element in international residence planning
Registration at 13.30
Workshop commences at 14.00
Workshop ends at 17.00
Sponsored by:
Pre-conference Workshop
16th March 2009, Renaissance Hotel, Zurich
International Residence
& Citizenship Planning
for UHNW Clients
Northern Trust is a leading financial institution
– in the world’s top 10 for
asset administration and asset management.
We provide asset servicing, asset
management, banking and fiduciary solutions,
for families of significant wealth and institutions worldwide through multiple
locations.
Founded in 1889, our history is financial strength and stability, business focus and a
deep understanding of family needs and client confidentiality. Combining high-touch
client service and expertise with solutions orientated, innovative products and information
delivery, Northern Trust has looked after the financial needs of affluent individuals
and families for 120 years. Our dedicated team services over 410 families, in 15 countries,
investing in 90 markets across all asset classes. We work with the family and all
their advisers to develop a service that resolves their particular issues.
The trust and confidence our clients place in us result from our founding principles: integrity,
professional expertise, creative solutions and a dedication to quality.
For further information please contact:
Aïda Molineux +44 (20) 7982 2623 or Clare Flanagan +44 (20) 7982 1955
Workshop led by Henley & Partners:
Christian H. Kälin, a Partner at the firm in Zurich, Switzerland, is an international
tax planning, residence and citizenship specialist. He is a frequent
writer and speaker on these issues and is regularly quoted in the international
media. He is the editor and one of the co-authors of the Switzerland
Business & Investment Handbook and the International Real Estate Handbook
as well as one of the co-editors of Anti-Money-Laundering: International
Law and Practice.
Jonathan K. Chalmers is an Associate with Henley & Partners based in the
UK. After graduating from the University of Liverpool he joined the UK
Immigration and Nationality Directorate where he was responsible for immigration
policy on work permits and business investors. He then worked
with several well-known private client firms, where he gained experience in
immigration law and residence planning, and also citizenship issues. He has
authored many articles on citizenship-by-investment and is active in both
private client and government consulting work in that area.
Leon van der Heiden, a Partner and Head of the firm’s Belgian office in
Antwerp, has wide-ranging experience in corporate and financial affairs and
in particular real estate. As a member of the firm’s Residence and Citizenship
Practice Group he advises on relocation to and residence in Belgium
for Non-EU nationals and handles all aspects of clients interested in moving
to Belgium.
About your Conference Sponsors
Exhibitor:
PILinvests is the trading name of Partnership Incorporations Limited,
which is authorised and regulated by the Financial Services Authority.
It is the UK’s leading provider of unregulated collective investment
schemes. Since 1996 PILinvests has launched over 100 funds.
PILinvests is launching a new Fund of Funds aimed at private investors
that will invest in Valad Property Group’s European industrial funds, in France,
Germany and the Nordic regions. Each of the underlying funds have already launched,
a fund size in excess of €250m and been subject to a vigorous due diligence process
with each of its intuitional investors.
To reserve your place call:+44 (0) 20 7017 7790 or fax: +44 (0)20 7017 7824
or register online: kmregistration@informa.com www.iir-conferences.com/wealth

Wealth Management & Family Office KM2170
17 & 18 March 2009, Renaissance Hotel, Zurich
International Residence & Citizenship Planning Workshop KM2170W
16th March 2009, Renaissance Hotel, Zurich
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17 & 18 March 2009
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16th March 2009
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