Location

Maisto e Associati
Palazzo Visconti
via Cino del Duca 8
20122 Milan, Italy

DATE

Tuesday Oct 17, 2023

2023 Europe AGENDA

Printable Agenda Here

Last Conference’s Agenda Here

8:00 AM
Sign-in & BREAKFAst

8:30 AM
WELCOME & Introductions

8:50 AM
The Importance of Understanding Family Culture and Its Impact on Planning for Future Generations

Peter Leach, Peter Leach Associates

9:40 AM
What Can Trusted Advisors Do to Help Facilitate a Successful Inter-Generational Transfer?—Case Studies

Dr. Mario König, Marxer & Partner Attorneys at Law
Dr. Sonja Kissling, Family Business Matters
Edward Reed, Macfarlanes
Marco Cerrato, Maisto e Associati (moderator)

10:40 AM
BREAK

11:10 AM
Keynote: To Sell or Not to Sell the Family Business?

Matthew Fleming, G5 of the Fleming family

12:00 PM
LUNCH & Roundtable Discussions

1:30 PM
Fiduciary Challenges: How to Assist Families with Inter-Generational Transitions — Case Studies

Katrina Robinson, Teton Trust Company
Anna Steward, Sequent
Stephen Woodward, Barrister, Three Stone
Mark Summers, Advisory Board (moderator)

2:30 PM
BREAK

2:50 PM
How to Structure your Family Office to Empower the NextGeneration

Giacomo Sella, Family board member & Vice-Chair, Sella Group
Emanuela Musci, Co-Founder, S&O Multi Family Office
Josip Kotlar, Politecnico di Milano (moderator)

3:50 PM
How to Be a G7 of a Family of Innovators

Guillaume Desforges, G7 of the Marzotto family
Alessandro Bavila, Maisto e Associati (moderator)

4:50 PM
Concluding remarks

Prof. Guglielmo Maisto, Advisory Board

Babetta von Albertini, Ph.D. | IFG Chair

Babetta is the Chair of the Institute for Family Governance. She is an expert on family governance and U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three years, living and working in New York, London, Switzerland and Hong Kong. Babetta is a dual-qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds both a Tax LL.M. and a Corporate LL.M. from NYU, as well as a Ph.D. in law from the University of Zurich, Switzerland. She is a former Vice Chair of STEP New York and served for three years as elected U.S. representative on the STEP Global Council (the Society of Trust and Estate Practitioners).

Prof. Guglielmo Maisto | Milan

Guglielmo Maisto founded Maisto e Associati in 1991. He is a Professor of international and comparative tax law at the Università Cattolica di Piacenza. He is Chair of the European Region of the International Fiscal Association and President of the Italian Branch of the same organization (IFA), member of the Board of Trustees of the International Bureau of Fiscal Documentation (IBFD) in Amsterdam, member of the Practice Council of New York University (NYU) Law’s International Tax Program and member of the Board of the American Chamber of Commerce in Italy. He represents the Italian Association of Industries (Confindustria) at the OECD Business Industry Advisory Committee in Paris. He acted as a consultant to the Ministry for European Community Affairs and was a member of the EU Joint Transfer Pricing Forum. He is a member of several law societies and of the editorial board of various Italian and foreign tax legal journals. He usually participates as speaker to several annual tax conferences.

Francesca Boschini | Miami

Ms. Boschini is Director – Head of International Wealth Planning & Head of Insurance Solutions for the Americas at Deutsche Bank Wealth Management. Francesca is based in New York and is in charge of Deutsche Bank Wealth Management Americas cross-border and international wealth planning practice and of its insurance planning solutions platform. When working directly with clients, Francesca provides technical assistance on wealth planning and insurance planning matters to U.S. and international families. She works to develop and execute solutions for the complex global wealth preservation, estate and insurance planning needs of high-net-worth and ultra-high-net-worth clients. Francesca has over twenty years of experience finding solutions for global wealth preservation and estate planning needs of ultra-high net worth clients. Francesca earned her civil law degree and J.D. from the University of Bologna School of Law in 1997 and earned her LL.M. in 2002.

Mark Summers | Zürich

From Charles Russell Speechlys’ office in Zürich, Mark advises global wealthy families, their businesses and wealth holding structures, and the institutions that service them. He is most noted for advising families resident or investing in multiple highly taxed and regulated jurisdictions such as the US or EU, where they are affected by complex multi-jurisdictional tax and legal issues. Mark is admitted in England and Wales and as a foreign lawyer in the canton of Zürich and the Swiss Federation. Mark is a member of the IBA and the vice-chair of the STEP Public Policy Committee. He is a permanent Swiss resident with his family in the canton of Zug.

Peter Leach | Peter Leach Associates

Peter Leach is a Trusted advisor to business families and family businesses. With over 30 years of experience as a business advisor, teacher and facilitator working with family business owners internationally, Peter is seen as the ‘founding father’ of family business thinking in the UK. Peter has worked with over a hundred business families around the world. Clients appreciate his determination to help them resolve their issues, his depth and breadth of experience within the field, his ability to balance commercial issues with family dynamics and his track record in assisting family businesses transition successfully from one generation to the next. He is Adjunct Professor in Family Business at Imperial College Business School, London, teaching the family business electives on the MBA & MSc programs. Peter also lectures around the world to family businesses and their advisers and at international conferences. He is a frequent writer on family business topics. He is author of Family Businesses: The Essentials (Profile Books) and co-author of Indian Family Business Mantras (Rupa Publishing). Peter is also Special Advisor to BDT & Company International LLP.

Dr. Mario König | Marxer & Partner Attorneys at Law

Mario was educated at the University of Graz, obtaining a Mag iur in 1997 and a Dr iur in 2004; and at Fordham Law School, obtaining a Master of Laws (LLM) in 1999. He was an associate at Marxer & Partner from 2004 and became a partner in 2009. Mario advises clients with setting up structures such as trusts, foundations and corporate legal entities, mainly in the context of tax and succession planning, and in implementing proper governance mechanisms. He also acts as arbitrator and party representative in ad hoc arbitral proceedings and arbitrations conducted under the Liechtenstein Rules in disputes involving trusts and foundations. Mario regularly publishes articles and contributes to the Liechtenstein Chapter of international arbitration treatises.

Dr. Sonja Kissling | Family Business Matters

Sonja Kissling is the founder of Family Business Matters and advises family businesses with complex family owner relationships regarding governance and decision-making processes. She facilitates family discussions regarding owner strategy, organizational systems, policies and procedures as well as family involvement and family employment in the company. Sonja is a lecturer at the University of St. Gallen (Law & Economics) and also at the University of Liechtenstein. Prior to founding her company, Sonja was a practicing attorney with a focus on corporate law, M&A and capital markets. She holds an LL.M. from Columbia University, New York, and a PhD from the Center for Family Business at the University of St. Gallen.

Edward Reed | Macfarlanes

Edward advises internationally mobile families on their asset structuring, personal tax and succession planning, wills, trusts and personal tax planning. Having been educated both in the UK and in France, Edward has developed an affinity for civil law issues generally. He is a bilingual French speaker and fluent in Italian. In conjunction with overseas lawyers, he advises on cross-border estate, succession planning and complex tax investigation issues. He has a particular interest in drafting constitutional mechanisms in asset holding vehicles and has advised institutional and corporate trustees on the drafting of their standard forms, focusing on such issues as settlor reserved powers, settlor-directed investment provisions, protector committees and their appointment mechanisms and the trigger events (e.g. incapacity) for the transmission of key trust powers. Being a trustee and protector himself, he also advises trustees and settlors on fiduciary and tax issues arising out of the administration of existing structures. Edward has been quoted extensively in the press and lectured at industry conferences, as well as publishing articles in English and French on cross-border succession and tax issues. Most recently, he has co-authored with Iskra Doukova the UK chapter in the STEP Handbook for Advisers “Beneficial Ownership Registers” (August 2021, published by Global Law & Business).

Marco Cerrato | Maisto e Associati

Marco was admitted to the Bar in 1995. He obtained an LL.M. in Tax in 1997 at the London School of Economics, and a PhD in Tax in 2000 at the University of Pavia. Marco is the author of many publications on tax matters and is frequent speaker at congresses. He was a lecturer of Tax at the faculty of laws of the University LIUC of Castellanza from 2000 to 2022, and is currently the scientific co-director of the advanced training course on: “The Protection, Transmission and Management of Family Estates” jointly organized by STEP Italy and the Università Cattolica del Sacro Cuore. Marco joined Maisto e Associati in 1997, and became a partner in 2003. He has extensive experience in domestic, European and international tax controversies and in tax disputes resolutions through settlements, arbitration and mutual assistance procedures. Marco has been a member of the board of the Italian branch of STEP since 2018, and is its current Chair since November 2020. In 2022, he became the Deputy Chair of the STEP Europe Regional Committee. In 2023, Marco became the coordinator of the Tax Litigation Commission at the Milan Bar.

Matthew Fleming | G5 of the Fleming family

Matthew is a G5 of the "James Bond" family that also used to hold a stake in London based Robert Fleming (which owned 50% of Jardine Fleming, the Hong Kong based merchant bank, and a JV with US based T Rowe Price called Row Price Fleming). A former army officer, Matthew joined the family firm in 2012 after thirteen years as a professional cricketer, where he also played for England. Matthew has held various positions within the family business, including Managing Partner of Fleming Media and Director of Ian Fleming Publications and James Bond Enterprises. He currently also serves as the Head of Family Governance and Succession at Stonehage Fleming and is responsible for helping families develop and implement plans for passing on their legacy to subsequent generations.

Katrina Robinson | Teton Trust Company

Katrina is the CEO of Teton Trust Company, a Wyoming-chartered trust company, and the CEO of the Cone Marshall Group of global trust and fiduciary services businesses. She is an attorney admitted to practice in New York. Katrina is a member of a number of professional associations such as the Society of Trust and Estate Practitioners (“STEP”), and the International Tax Planning Association (“ITPA”). Originally from Kingston, Jamaica, she earned her Juris Doctor degree from Cardozo School of Law in New York. She has an MPhil from the University of Cambridge, where she was a Cambridge Trusts Scholar, and an AB degree from Princeton University. She is a graduate of Phillips Academy in Andover, which she attended after completion of her O Levels Examinations in Kingston, Jamaica, where she grew up. Katrina speaks Spanish and Portuguese.

Anna Steward | Sequent

Anna manages the wealth planning team in Switzerland for the international trust group Sequent, working closely with international families and their advisors to oversee the administration of complex asset holding structures.  She has over 20 years’ experience assisting families in multiple jurisdictions with cross border tax and succession planning and family governance.

Stephen Woodward | Barrister, Three Stone

Stephen has practiced in the area of Personal Tax, Trusts, Wills and Estates (both in the UK and offshore) since 2002. He specialises in providing effective advocacy and clear advice on the taxation of individuals, and their trusts and businesses, to Solicitors, Accountants and Foreign Lawyers. Stephen originally qualified as a Solicitor in 2002, and as a Chartered Tax Advisor (CTA) in 2005. He previously worked at Withers LLP and at Payne Hicks Beach where he was a partner in the Private Client Department. Stephen’s move to the Bar was prompted by a strong desire to specialise in providing high quality advice on a broad range of Private Client Tax and Trust issues. Whilst the subject matter of advice is often complex, he is guided by the principle that what clients need is clear practical

Mark Summers, Esq. | Charles Russell Speechlys

From Charles Russell Speechlys’ office in Zürich, Mark advises global wealthy families, their businesses and wealth holding structures, and the institutions that service them. He is most noted for advising families resident or investing in multiple highly taxed and regulated jurisdictions such as the US or EU, where they are affected by complex multi-jurisdictional tax and legal issues. Mark is admitted in England and Wales and as a foreign lawyer in the canton of Zürich and the Swiss Federation. Mark is a member of the IBA and the vice-chair of the STEP Public Policy Committee. He is a permanent Swiss resident with his family in the canton of Zug.

Giacomo Sella | Family Board Member & Vice-Chair, Sella Group, Head of Corporate Investment banking at Sella Group & Co-Chair of the Sella Family Council

Giacomo graduated in Economics from the University of Turin, and worked in corporate finance at Daiwa SBCM, London, where he was involved with the very first privatizations of companies and state owned banks in central Europe. In 2002 he obtained an MBA at Columbia Business School, followed by working as a consultant with Bain & Co. Thereafter he joined the family business, where starting 2004 he has led M&A transactions in various financial sectors (including private and commercial banking, banc-assurance, consumer credit, asset management, financial services, and fintech….) both in Italy and abroad. In 2018 he started up the new Corporate Investment Banking division of the Sella Group with the aim of developing the best integrated and service oriented offer of Investment Banking services and products for Italian SMEs. Giacomo has particular experience in Corporate venture capital supporting the Sella Group's strategies in open banking and fintech. Since university, Giacomo has cultivated a passion for finance to support the real economy, family and venture businesses. Since childhood, Giacomo has gained deep knowledge in the field of family business governance. He is currently co-head of the Sella Family Council. Giacomo has four children, and a passion for sports in nature (including mountaineering ski, sailing, fishing).

Emanuela Musci | G3, founder S&O Multi Family Office

Emanuela is the founder of S&O Multi Family Office, based in Bologna, supporting several entrepreneurial families. Values on which S&O is founded are: integrity, independence, transparency, empathy, constancy. Emanuela has 20+ years experience in the investment and Multi Family Office field, having worked for Salomon Smith Barney, in the Washington DC MFO desk, and for her family’s Family Office, where she oversaw portfolio analysis and investment selections. Prior to working in the F.O. space, Emanuela had several years of experience as financial analyst for IFC – World Bank Group and for Intelsat, both in Wahington DC. Since 2007 Emanuela has been in charge of the branch of the family business dedicated to Real Estate Developments in the US. Emanuela holds an honor degree in Business Administration from the University of Bologna and a MSF (master of Science in Finance) from the American University, Washington DC, and attended post graduate courses at UCLA. Emanuela is a fervent supporter of lifelong learning, like an Aristotelian transition between potentiality and act.

Josip Kotlar | Politecnico di Milano

Josip is an Associate Professor at the School of Management of Politecnico di Milano, where he leads the Innovation & Strategy research group, focusing on innovation, strategic renewal, and family business. His research, published in top academic journals, has garnered over 6,000 citations and numerous awards. His insights are frequently featured in the business press and media. Josip serves as Associate Editor of Family Business Review and President of the International Family Enterprise Research Academy (IFERA), where he fosters global collaboration and knowledge exchange. He has established Osservatorio Family Office, a unique resource for Italian business families and professionals seeking research-led insights on family business governance and family offices.

Guillaume Desforges | G7 of the Marzotto family

Guillaume Desforges, was born on October 9th, 1985 in Paris from an Venetian mother and a New Yorker father. After his highschool graduation, he attended the Sorbonne and Bocconi, where he studied Economy and Finance. He worked in Finance in New York, HK and Australia before returning in 2010 to Italy and entering the Family Office, whose progress he had been following since its inception in 2003. In parallel thereto, he also began an entrepreneurial career, founding 8 companies, 4 of which are still alive and thriving. Around 2016, and after the sale of major assets of the Family Office, together with his 3 cousins and 2 siblings, he started restructuring the company, leading to a first family constitution signing in October 2020. Today he is the head of Real Estate for the company and the Chairperson of the family council of PFC “Partners for Change”. PFC is a single family office with a focus on Impact investing and a fast growing and sophisticated Philanthropy practice, where the company, its 10 shareholders, employees and other stakeholders are value and mission aligned.

Alessandro Bavila | Maisto e Associati

Alessandro is a partner at Maisto e Associati and has expertise in international taxation, personal and estate planning, trusts and taxation of individuals. He is a visiting lecturer at the LL.M. program of the University of Amsterdam and is regularly invited as speaker at conferences and seminars on tax topics. Alessandro is an international fellow of ACTEC (American College of Trust and Estate Counsel) and has been appointed a member of the Scientific Committee of STEP Italy (the Society of Trust and Estate Practitioners) since 2021. Before joining Maisto e Associati, Alessandro was IFA researcher at IBFD in Amsterdam. He holds an LLM in Tax from the University of London and is admitted to practice in Italy.

Prof. Guglielmo Maisto | IFG Advisory Board

Guglielmo Maisto founded Maisto e Associati in 1991. He is a Professor of international and comparative tax law at the Università Cattolica di Piacenza. He is Chair of the European Region of the International Fiscal Association and President of the Italian Branch of the same organization (IFA), member of the Board of Trustees of the International Bureau of Fiscal Documentation (IBFD) in Amsterdam, member of the Practice Council of New York University (NYU) Law’s International Tax Program and member of the Board of the American Chamber of Commerce in Italy. He represents the Italian Association of Industries (Confindustria) at the OECD Business Industry Advisory Committee in Paris. He acted as a consultant to the Ministry for European Community Affairs and was a member of the EU Joint Transfer Pricing Forum. He is a member of several law societies and of the editorial board of various Italian and foreign tax legal journals. He usually participates as speaker to several annual tax conferences.

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