STEP Malta Conference 2022

Key speakers from across the continent – Malta, UK, Switzerland, Austria, Singapore, US – will cover the most sensitive issues in the fiduciary and wealth management industry:

•   “Environmental, Social and Governance awareness: sustainable investing under the spotlight”
  Speaker: Steve Ellul (Ministry for Environment, Energy and Enterprise, Malta).
•  “Malta’s experience from enhance monitoring (Grey Listing)”
  Speakers: Geraldine Spiteri Lucas (Malta Business Registry, Malta), Jonathan Phyall (FIAU, Malta), Conrad Cassar Torregiani (Deloitte, Malta), Manfred Galdes (ARQ Group, Malta).
•   “Preserving Family Fortunes in the global tax and estate planning environment”
  Speaker: Jon Conder TEP (Stephenson Harwood LLP, UK).
•   “Recent changes in trust law”
  Speaker: Elspeth Talbot Rice QC TEP (XXIV Old Buildings, UK).
•   “Holding crypto assets as a trustee”
  Speaker: Dr. Niklas Schmidt TEP (Wolf Theiss, Austria).
•   “High-Net-Worth Individuals & family opportunities for Asia region”
  Speaker: Seow Chee Goh TEP (Aequitas Advisory Pte Ltd., Singapore).
•   “International business: Malta/UK Opportunities”
  Speakers: Paul Davidoff TEP and Louise Stoten TEP (New Quadrant Partners Limited, UK).
•   “Priorities for family offices in an uncertain world”
  Speaker: Carol Pepper TEP (Pepper International, US).
•   “Modern families – trust and estate planning in an era of constant change. The role of the adviser to modern families”
  Speaker: Charlie Tee TEP (Withers LLP, UK).
•   “Personal Planning: personal affairs; trusts and letters of wishes; foundations, family offices and family charters”
  Speaker: Patricia Wass TEP (Former Consultant Solicitor with Enable Law, UK).
•   “Privacy/Common Reporting Standard/Exchange of Information”
  Speaker: Filippo Noseda TEP (Mishcon de Reya LLP, UK)

As a part of the specialist sessions, various topics will be discussed, such as:

• segregated cells of Maltese foundations;
• EU Directive on misuse of shell companies;
• screening as an essential part of any robust AML/CFT;
• Pitfalls of a Trustee;
• Case studies of European succession; and
• Managing the environmental footprint.

The Conference promises to be one of the most rich, informative and interesting business events in Malta this year.

Looking for a Financial Advisor?

Griffiths + Associates is a multidisciplinary advisory firm with over twenty years of professional experience. Best described as a boutique practice our business model is characterised by high client interaction and long term mutually beneficial relationships.

We provide complete solutions through a single point of contact and offer the following services:

• Business advisory
• Tax services
• Accounting & Audit
• Company Incorporation in Malta
• Regulated Financial Services
• Family office structuring
• Asset Risk Management

For more information about our services, or to find out how we can become your Financial Adviser, please email us at info@griffithsassoc.com