Private client outlook. 8 September 2022

Host group
Host Left
Event Type

George Town Yacht Club
612B North Sound Road
KY1 1010
Grand Cayman
Cayman Islands

The private client landscape is changing globally, and at a fast pace. Private clients who have diversified their worldwide property holdings and other assets increasingly require support to structure their affairs across numerous borders and to protect their holdings in the long term. Visiting us from Canada, RBC high net worth planning consultants Murray Shapiro and Sara Johnson will share some of their recent experiences in working closely with HNW families and planning for next generations, international trustees, and teams of advisors from around the world. They'll discuss trends in the Canadian private wealth world, how they have successfully collaborated with offshore trustees and attorneys in guiding international families, and some of the latest developments in succession planning including for digital assets, property in the metaverse, and NFTs.

Join us for a varied and fascinating discussion.

Cost group
Event Cost
CI35.00 – STEP members
CI35.00 – STEP students
CI50.00 – Non-members
Free for all full-time students (not in employment)
Free for members of the judiciary and employees of the monetary authority
Monique Bhullar
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