2018 Private Client Forum Americas

The Bermuda Business Development Agency (BDA) encourages direct investment and helps global companies start up, re-locate or expand their business in Bermuda—a vibrant centre for re/insurance, funds, family offices, trusts and private-client business, and other financial services. The BDA is an autonomous unit that connects prospective business to industry professionals, regulatory officials, and key contacts in the Bermuda government to facilitate domicile decisions. Bermuda’s proximity to both North America and Europe make it an ideal location for companies serving global markets. Other advantages include its highly respected regulatory framework, sophisticated legal system based on English common law, world-class workforce and access to capital. The island offers comprehensive commercial solutions to companies and private clients, and is well-suited to administering complex trust structures, private trust companies, purpose trust structures, unit trust structures for fund administration, and other financial-planning tools.



Christie’s Trusts, Estates & Wealth Management Services team (TEWMS) provides the highest level of service to fiduciaries, executors and beneficiaries seeking assistance with the valuation and disposition of tangible personal property. Christie’s TEWMS team members can provide expertise with a range of appraisal services as well as assist with devising the sale and marketing plans for auction and private sale. We will act as a trusted partner and primary point of contact for all of your art-related needs. We are committed to providing seamless and exceptional client service with professionalism, discretion and care.

Our department works closely with our colleagues in the Estates, Appraisals & Valuations department who provide valuations in more than 80 collecting fields that can serve as the basis for insurance and taxation and are indispensable for collection management, informed estate planning, and property disposition.


Maisto e Associati is an independent Italian law firm specialised in all areas of tax law, including private clients and wealth management. Established in 1991, it’s composed by 52 members (including 11 partners) operating from Milan, Rome and London offices with consolidated experience in managing complex, sensitive - domestic and multi-jurisdictional - projects. With particular reference to the private clients sector, we advise on tax optimization of estate planning, transfers of businesses, lifetime asset transfers and ownership structures having developed wide-spanning expertise on trusts, foundations, financial and insurance products. The assistance in this sector also covers non-tax matters (such as inheritance and matrimonial law) and tax litigation matters. Following the recently enacted Italian legislation introducing a “forfait” regime, the Firm assists clients on their potential transfer to Italy.  


SANNE is a leading global provider of alternative asset, corporate and private client administration services.

Established for over 25 years and listed as a FTSE 250 company on the Main Market of the London Stock Exchange, SANNE employs more than 1,200 people worldwide and administers structures and funds that have in excess of £200 billion of assets.
As leaders in our field, we deliver tailored fiduciary services to a highly valued international client base through a global network of regulated businesses within 15 leading financial jurisdictions spread globally across the Americas, Europe, Africa and Asia-Pacific. We service clients through a number of specialist businesses which are led by directors with extensive asset class and market experience. They in turn are supported by multifunctional teams aligned to the specific requirements of each client, across one accredited platform.
We provide services in private debt and capital markets, real estate, private equity, hedge, institutional, executive incentives, private client and investment treasury services.
Key clients include alternative asset managers, financial institutions, family offices, UHNWIs and corporates.

Summit Trust International SA is an independent trust services group headquartered in Geneva, Switzerland. Founded in 1999, Summit Trust is part of Sanlam Limited, a leading financial services group in South Africa, listed on the Johannesburg Stock Exchange. Summit Trust International brings a combination of financial and management stability which enables it to provide continuity in personal relationships and the orderly passing of family wealth for high net worth individuals who require offshore trust and company management services. Summit Trust International in Switzerland is characterised by specialisation, professionalism and integrity. Because Summit Trust International is committed to an independent trust administration policy, it is free to work with your existing financial advisers, lawyers, bankers and asset managers, or introduce you to suitable advisers if you do not yet have your preferred team. The bottom line? Expect to find familiar faces at Summit Trust International but not familiar solutions. Our people are under no pressure to sell you any particular product, just to provide you with the right service for your needs. We are not expecting to be the biggest offshore services provider, but we are striving to be the best.

Sponsorship Opportunities

For enquiries on sponsorship packages please call James Baldwin-Webb on tel. +44 (0)20 3868 7520  or email JBaldwin-Webb@alm.com.