STEP Arabia Conference

The rapid expansion and success of UAE foundations in structuring local assets prompts an important inquiry: should these structures be leveraged for organizing international assets as part of succession planning? This question extends beyond local families to encompass foreign families, high net worth individuals and entrepreneurs establishing their presence in the MENA region while maintaining investments worldwide.

During this conference, our focus will be on examining the advantages and challenges associated with utilizing MENA regional structures for international asset planning. We will explore how industry leaders navigate these complexities through practical examples. Additionally, we will share with delegates essential updates, particularly concerning the impact of UAE corporate tax on private client structures and CRS compliance.

We cordially invite you to join us at the foremost wealth planning and networking event in the region.


Alejandra Esmoris TEP
Technical Programme Director

Agenda
  • Impact of regional geopolitics on wealth structuring in the MENA region
  • Panel discussion: MENA regional structures for international assets
  • Succession planning: Recognition and enforceability of UAE wills for international assets
  • The global representative power
  • Update on CRS: Impact and enforceability
  • Solutions to economic crime
  • Tax updates
  • UAE corporate tax and structuring update
  • Family office regional restructuring
  • Case study of local family in the UAE
Speakers
  • Nina Auchoybur TEP, Ocorian, Managing Director, UAE
  • Faizal Bhana, Jersey Finance, Director, Middle East, Africa & India.
  • Daniel Channing TEP, Executive Director, Crestbridge Family Office Services
  • Yue-En Chong TEP, Bethal Chambers LLC, Managing Director, Singapore
  • Alejandra Esmoris TEP, CVML, Head of Private Clients, UAE
  • Dimitar Hadjiveltchev, CMS Francis Lefebvre, Partner, France
  • Emma Heelis-Adams TEP, Partner, Burges Salmon LLP
  • Paula Jones Esq, Jones Estate Group, Principal & Founder, USA
  • Leoni Kerswill TEP, Sanctuary, Managing Director, UAE
  • Borja López Pol. Partner, Anaford
  • Dipali Maldonado TEP, Al Tamimi & Co, Senior Counsel, Private Client Services, UAE
  • Paul Roper TEP, VG, Director, Jersey
  • Tasleem Sayani TEP, Stephenson Harwood, Associate, UAE
  • Nirav Shah TEP, Fame Advisory, CEO, UAE
  • Carly Thorpe TEP, Vistra, Director, Private Wealth, UAE
Social events

Sunday 10 November 2024
Welcome Drinks 18:00 - 20:00
Treehouse, TAJ Downtown, Business Bay
Kindly sponsored by Guernsey Finance

STEP Arabia invite you to attend a welcome drinks reception on the eve of the Conference. Get to know your fellow attendees and network over drinks.

Please note this event is included within the conference registration fee, but delegates must book a place during the registration process.

Monday 11 November 
Post Conference Drinks Reception 18:00
Le Patio, Habtoor Palace, Dubai

Join us after the conference to close the event with drinks & canapes at Le Patio at Habtoor Palace.

Please note this is included within the conference registration fee.

Fees

The delegate fee includes participation in the conference sessions, all coffee breaks, lunches, & social events.

  • STEP Arabia Member USD 250
  • STEP Member USD 450
  • Non-member USD 750
     
Accommodation

STEP Arabia has negotiated a 30 per cent discount on the Best Available Rate at three hotels in Al Habtoor City; Habtoor Palace, Hilton Dubai and V Hotel. You can review the hotels within the offer on the Al Habtoor City website.

To avail of the discounted rate you must email your preferred property quoting

Discount Code: PRBANQ 
Event: STEP Arabia Conference

***The code is not applicable to bookings made via the hotel website***

Email addresses for the hotels are as follows:

Habtoor Palace - [email protected]
Hilton Dubai - [email protected]
V Hotel - [email protected]

Sponsors
arabia24_sponsors
Conference enquiries

Please email [email protected]