AIJA Wealth Lab: Ethics and Sustainability in the Changing World of Private Wealth Advisory 2023 | AIJA - International Association of Young Lawyers | 12 October 2023 | TBA, Zurich

As a matter of fact, we are witnessing the largest wealth transfer in the history of mankind, in which the generation of baby boomers will transfer wealth worth more than $68 trillion to the next generation. At the same time, the new generation of stake holders seems to have a more socially and sustainably engaged approach to managing their wealth and will expect the same from their advisers. Ultimately, the rising importance of ESG standards is already having a measurable impact on clients' investment decisions and the way they select their business partners and advisors.

How will all this affect the private wealth industry? How can we as advisers prepare for it? What new tax policies can we expect in the nearest future? What can we as advisers do to be more progressive, how shall we engage in the current discussion to accommodate the needs of our clients, and how should we talk to clients about it? Is it ethically correct to save taxes and to maximise profits in order to ultimately become a more effective philanthropist? Can the philanthropy save the world?

We call it the 'Lab' because we want to discuss the mentioned change in a very open and interactive format. During this event you will have a chance to exchange and expand on ideas with wealth managers, bankers, academics, philanthropists, lawyers and the industry disruptors.