The Growth Trifecta: Adaptation, Authenticity and Leadership
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12 & 13 June 2018
The Westin Palace, Madrid, Spain
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Partners

MAIN PARTNERS
 
Societe Generale Private Banking is one of the leading private banks worldwide, with EUR116 billion of assets under management. As the relationship-focused private bank at the heart of Societe Generale Group, Societe Generale Private Banking offers a unique expertise in wealth planning, structured products or investments advice to entrepreneurs and high net worth individuals. Its 2,500 employees are active in 14 countries in 4 continents advising clients of a hundred nationalities. The expertise of its private banking teams is regularly recognised. In 2013 and 2014, Societe Generale Private Banking was voted:
- Best Private Bank in Western Europe for its Structured Products, for the 10th consecutive year (Euromoney 2014)
- Best Private Bank in France and Monaco (Euromoney 2013) - Best Private Bank in Luxembourg
- Highly Commended (Professional Wealth Management/The Banker 2013)
- European Private Bank - Best Wealth Planning Team (WealthBriefing 2013)
- Outstanding Wealth Planning and Trust Provider (Private Banker International 2013)
- Outstanding RM Training and Development Programme
- Highly Commended (Private Banker International 2013)
*(figures as of the end of June 2014).

PROFESSIONAL PARTNERS
 
Your reputation and privacy are paramount, so when it comes to a crisis or an ongoing need, there’s no room for doubt. Schillings is the only business in the world to deploy — under one roof — intelligence experts, investigators, cyber specialists, risk consultants, lawyers and senior people from the military, banking and government. By operating as a single team, we shorten the time between investigating a problem and solving it. When there’s a crisis, we run point for you. We deploy our combined experience in intelligence, investigations, cyber, risk and law to zero in on the source of your problem and fix it. Because your life doesn’t stop, neither do we. Contact us any time, wherever you are in the world. In private, of course.
 

IMD Global Family Business Center - www.imd.org 

IMD is a top-ranked business school, expert in developing leaders, transforming organizations and creating immediate and long-term positive impact.
 
The IMD Global Family Business Center is a world-leading family business research and education center, dedicated to the real issues facing family businesses, family offices and family foundations. We will help you ensure the sustainable success of your business and family, whether large or small.
 
IMD is based in Lausanne, Switzerland and Singapore.
 
Maisto e Associati - www.maisto.it
Established in 1991, Maisto e Associati is an independent Italian law firm specialised in tax law with 54 professionals, including 11 partners, operating from the Milan, Rome and London offices. Maisto e Associati is recognized by its consolidated and high profile experience in managing complex domestic and multi-jurisdictional cases.
Our practice is distinguished by our ability to offer the full package of legal services covering every field of Italian tax law, such as: M&A Taxation, Corporate and group taxation, Tax litigation, International and EU tax law, Transfer pricing, State aid, Taxation of financial instruments, Real estate taxation, Private Clients, Entertainers and Sportspersons, Employee remuneration and VAT.
 
The senior partner Guglielmo Maisto (professor of international and comparative tax law at the Università Cattolica di Piacenza) is President of the Italian branch of the International Fiscal Association (IFA), member of the Board of Trustees of the International Bureau of Fiscal Documentation (IBFD) in Amsterdam 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 Committes 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. Maisto e Associati has developed unique expertise in the private clients and wealth management area. Clients benefit from a highly specialized team of professionals fully dedicated to area that provides top class assistance on any tax and civil matters that may arise in the area. The Firm advises on the tax optimization of estate planning, transfer of businesses, lifetime asset transfers and ownership structures, having developed wide-spanning expertise on trusts, foundations, financial and insurance products. The Firm has been very active in assisting  clients on the transfer of residence to Italy under the Italian forfeit tax regime. 
 
The private clients practice is international in focus, and the Firm regularly project manages complex, multi-jurisdictional estate planning projects, with the assistance of foreign law firms, selected depending on the expertise required. The Firm has also been very active in giving tax advice to artists and sportsmen and has an established experience in advising on the tax structuring of charities and other non-profit bodies and on the tax issues associated with the acquisition, holding and sale of cultural assets and works of art as well as other luxury assets such as yachts and aircrafts. The Firm handles complex tax litigation and pre-litigation settlements concerning high net worth individuals, including litigation and settlements involving financial products, life insurance policies, foundations, trusts and unreported foreign assets. The firm is active in voluntary disclosure and tax regularization procedures. The Firm is able to offer assistance also on non-tax matters that may arise in the private clients and wealth management area, both in domestic and cross-border situations. In particular our team advises clients on family law and succession law, trusts and foundations and estate planning matters in general. The assistance in this area also covers litigation.