Jersey Trusts and Private Wealth Forum 2025

Registration is now open for the Jersey Trusts and Private Wealth Forum on Tuesday 1 July.

Shifting Horizons: Embracing Change and Finding New Opportunities

In this era of rapid change, the Trust and Private Wealth sector is evolving like never before. This year’s programme is designed to help you navigate these shifts and uncover new opportunities in a transforming landscape.

Keynote address

Event pricing

Tickets for the full day conference are £180pp.

Colleagues of our sponsors and speakers receive a 20% discount - please get in touch with Eleana Miller for the discount code.

For half-day ticket options please also get in touch with Eleana Miller.

Forum Agenda

9:00am - 9:25am | Registration and coffee

9:25am - 9:30am | Welcome from Mourant

• Stephen Alexander | Mourant

9:30am - 9:40am | Chairman's opening remarks

9:40am - 10:20am | Case update

We kick off this year's Forum with our annual round up of the most noteworthy trust litigation cases from the last 12 months.

Speakers

• Justin Harvey-Hills | Mourant

10:20am - 11:10am | Safe harbours in times of tumult

Fred will be joined by advisors from Saudi, Switzerland and the US to talk about private client trends, what's going on in each of their jurisdictions in terms of movement of money and clients and how they are impacted by the current global and political instability  

Speakers

• Fred Milner | Mourant

11:10am - 11:35am | Coffee Break

11:35am - 12:15pm | Guarding the brand in Litigation: Reputation management strategies for high-net-worth families and family offices 

Our speakers will delve into the critical role of reputation management for high-net-worth individuals, families, and family offices, especially when facing legal disputes. Discussions will focus on proactive steps legal counsel can take to protect privacy, minimise reputational damage, and navigate the complexities of family wealth and other sensitive situations in the context of litigation.

Speakers

• Katie Hooper | Mourant 

12:15pm - 12:55pm | Investing for the future: Traditional and emerging asset classes for high-net-worth families 

What are the evolving trends in investment strategies for high-net-worth individuals and families and what does this mean for trustees? This session will compare traditional asset classes like real estate, stocks, and private equity with emerging opportunities in digital assets, blockchain, ESG investing, and AI and take a look at how families are diversifying their portfolios and the considerations that will apply for trustees. 

Speakers

• Stephen Alexander | Mourant

12:55pm - 1:55pm | Lunch

1:55pm - 2:35pm | Smart tax Planning: Preserving wealth and securing future generations

The panel will share insights into tax planning opportunities and strategies for high-net-worth families in light of recent global events and legislative changes, and discuss broader approaches to preserving wealth, managing tax liabilities and ensuring the smooth transfer of assets across generations.

Speakers

• William Burnell | Mourant

2:35pm – 3:15pm | Future-proofing wealth: Building resilient trust structures and navigating complex challenges 

A discussion of the key strategies for future-proofing wealth, focusing on the diversification of assets across classes and geographies, and building flexible trust structures that can adapt to evolving circumstances. 

Speakers

• Paul Lewis | Mourant

3:15pm – 3:40pm | Coffee Break

3:40pm - 4:20pm | Keynote address: Opportunity and threat - AI and future of everything

Tom will speak about artificial intelligence, how to conceptualise the opportunities and challenges it poses to our most fundamental human behaviours and business practices, and how to prioritise change when seemingly everything is either on fire or obsolete. He will draw on his experience as the author of nation state-level technology strategy, a digital board member at the National Theatre, and executive leader with large on-shore and now off-shore law firms.

Speaker

• Tom Grogan

4:20pm - 4:30pm | Chairman's closing remarks

4:30pm - 6:00pm | Drinks & Canapés Reception