Webinar:

Trusts and Foundations: Timeless Wealth Succession Tools

Sponsored by: IQ EQ

Focused on:

  • Covid 19
  • Trusts
  • Foundations
  • Wealth

Date: 26 May

17

Time: 3PM London / 4PM CET

As the COVID-19 pandemic is leading more and more (ultra-)high-net-worth individuals, executives and family owned businesses to review their succession planning arrangements, what will be the role of trusts and foundations?

Our IQ-EQ webinar on 26 May 2021 will seek to uncover why trusts and foundations, after so many decades and indeed centuries, have not only retained but grown their appeal.

The session will examine the reasons behind increasing usage of such structures, from COVID-19 concerns to the modern and evolving make-up of wealthy families, their assets and the environments in which they live and invest.

We hope you will join us for this webinar, where together with our panel of experts, we will talk about what current and future challenges the wealthy face and reveal how trusts and foundations are being – and will continue to be – used as primary tools in succession and legacy preservation over multiple generations.

Presented by

Steve Sokic,

Group Head of Private Wealth, IQ-EQ

Steve leads IQ-EQ’s global Private Wealth segment and sits on the group's executive committee. His dedication to and reputation within the private client, trust and family office industry over the last 27+ years is widely respected and prior to IQ-EQ has included private client stewardship, fiduciary, and executive roles globally at Sanne, Royal Bank of Canada and Deloitte. He is a frequent speaker at international private client industry events, holds several professional qualifications including Chartered Professional Accountant (CPA), and is a tri-national of Canada, Croatia and Britain.

Christopher “Chip” Martin,

Co-founder and President, Concord Trust Company

Chip is co-founder and President of Concord Trust. His primary responsibilities at CTC include strategic planning, business development and technology platforms. Prior to CTC, Chip was a member of the senior management team at Bottomline Technologies, a publicly traded company providing software solutions to the global financial services industry. His banking experience, combined with his extensive general management and business mergers and acquisition experience, helps him lead CTC’s growth initiatives and work through the structuring issues that invariably surface in clients’ complex trusts. Chip holds a degree in economics with honours from Dartmouth College and an MBA from Harvard University.

Key Learning Objectives

  • To understand the role of trust and foundation in succession planning
  • How these structures are still relevant

Audience

  • CEO
  • COO
  • Head of Client Service
  • Head of Customer Experience
  • Head of Private Banking
  • Head of Wealth Management
  • Head of Relationship Management
  • Head of Client Delivery
  • Head of Client Journeys
  • Associate
  • Partner
  • Senior Partner
  • Founder
  • Co-Founder
  • Heads of Legal and General Counsel
  • Executive Director
  • Client Director
  • Wealth Manager
  • Consultants
  • Advisors to UHNW and HNW
  • Head of Private Equity
  • CFO. CFO Private Equity