Thoughtful Conversations | Inspired Action | LDK

INTERNATIONAL ESTATE PLANNING AND NETWORKING EVENT

Overview

Advisors frequently advise families and business owners on determining the optimal jurisdiction for international estate planning. When expanding the family legacy, crucial decisions must be made regarding relocating family members, business expansion, and utilizing international wealth structures for intergenerational wealth. It's imperative to carefully assess the tax implications, explore available options, and capitalize on potential opportunities. No single advisor will have all the answers, so presenting multiple options that align with the family’s mission and vision is essential. Our esteemed presenters, Lisa Czepek, Christos Malikkidis, and Nicole Paulsen, renowned experts in their fields, will unpack families' choices and the importance of finding suitable solutions during this event.

We will explore various opportunities to establish enduring succession plans, a crucial focus for advisors as they secure the future of their clients' succeeding generations and family businesses.

Join us for this event, where our presenters will provide valuable and insightful guidance on international estate planning and equip you with practical strategies and solutions that you can immediately implement in your wealth management.

Event Content

International Estate Planning:

• Explore the global landscape of private clients for families and businesses.
• Unpack the EU jurisdiction for optimizing investments and protecting assets.
• Understand the critical tax considerations for families and business owners when they want to externalize or maximize their wealth or succession structures.
• Engage in discussions relating to intergenerational wealth planning.
• Build a more significant network.

We Will Discuss the Following:

• How should advisors navigate the global landscape of private clients for families and businesses, focusing on Africa, Europe, and beyond?
• What are the options and opportunities?
• Cyprus is returning as the preferred EU jurisdiction for optimizing investments and protecting assets, thereby creating sustainable wealth structures for South African families.
• Which distinctive options are available?
• What are the key tax considerations for families and business owners when they want to externalize or maximize their wealth or succession structures?

Anne Klein

FOUNDER | LuciaDeKlein Private Office| (FISA, TEP)

Anne holds B Juris and LLB degrees and is a non-practicing attorney, notary, and conveyancer. She has additional qualifications, including a Certificate in Advanced Trust Law from the University of Pretoria, an Estate Duty course completed under Mrs. Ina Marx's leadership, and a QFOP certificate (Qualified Family Office Professional) from the Family Office Club, USA.

Anne's career, from the 1990s, has been dedicated to serving private clients. She started as a prosecutor for the Department of Justice and an examiner for the Master of the High Court. Her journey led her to work at one of the oldest law firms in South Africa, an international audit firm, a global multi-family office, and a South African bank. Alongside her professional achievements, Anne is deeply passionate about philanthropy, a value she brings to her work. Her recent contribution to a global industry publication on family philanthropy is a testament to this.

Anne has been involved in several groundbreaking initiatives throughout her career, including initiating a global industry event with a US/SA lawyer to create awareness about the introduction of FATCA. In April 2024, she took a leap of faith. She started her own Private Office, which focuses on creating aligned solutions for the industry and with a focus on producing more intergenerational families. She has a keen passion for Family Offices and is committed to supporting the industry.

Presenters:

Lisa Czepek

Director: Private Clients, Henley & Partners

Lisa, a seasoned lawyer with over 25 years of experience in immigration law, serves as the director of private clients and the head of Henley & Partners in South Africa. Since 2016, she has been dedicated to advising High Net Worth clients within the Henley & Partners Team, bringing valuable insights and expertise to her role.

Christos Malikkidis

Associate Director, Royal Pine

Christos Malikkidis, Associate Director at Royal Pine, is an investment structuring lawyer based out of Cyprus. South Africa is Christos’ focused jurisdiction where he has established a vast network of investment & private bankers, tax lawyers, wealth managers & financial advisors. Christos is currently advising South African wealthy families and business owners to externalize and protect their assets through offshore Cyprus structures.

Royal Pine is a professional services provider with over 25 years of experience. It assists investors and entrepreneurs in structuring, optimizing, managing, growing, and protecting their investments and international business ventures from inception to exit. Royal Pine’s disciplines range from Legal, Financial & Tax to Regulatory & Compliance, Corporate, and Banking.

Nicole Paulsen, Director Tax, OWP Partners

Nicole is an admitted attorney and South African tax practitioner, who specializes in tax structuring solutions for corporates and high-net-worth individuals. Nicole assists her clients by identifying tax risks and inefficiencies and provides solutions, including domestic and cross-border structuring (inbound and outbound), employees’ tax, and indirect tax. She also assists and defends clients in negotiating resolutions with SARS and regulatory authorities and provides advice in relation to the SARS Voluntary Disclosure Programme. Nicole is also experienced in advising on corporate mergers and acquisitions, group restructuring transactions, and general corporate transactional work.

CPD:

2 hours of CPD for Attendance will be awarded if you attend the event. Unfortunately, no assessment will be made available for this event.

 Pricing: 

• R695.00 per person 

Limited seats available

Please note: As this event is hosted by LuciaDeKlein Private Office it does not form part of The Tax Faculty subscription packages.

Please note that we must be informed of any special dietary requirements.

Date & Venue:

• Wednesday 12 June 2024
• Venue: 
  • Workshop17 The Bank
  • 24 Cradock Avenue, Rosebank, Johannesburg, 2196
  • Click here to view on Google Maps
  • Parking @Rosebank Mall: Please make sure you park in the mall. We will arrange free parking for delegates who park at the Rosebank mall only.

Payments and cancellations:

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested at registration if payment does not reflect in The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event, a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.

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