STEP Arabia Conference 2024 | STEP | 10 November 2024 | Al Habtoor Palace - Preferred Hotels & Resorts, Sheikh Zayed Rd - Dubai - UAE

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.

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.

Agenda:

• Conflict of interests and invisibles
• 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

2024 Speakers

KEYNOTE SPEAKER:

Sahia Ahmad
CEO Regulatory Policy & Governance, Dubai Economy & Tourism

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

James Harbottle TEP
Head of Wealth Planning & Family Governance, Triatlum Advisors

Tim Denton
Chairman, STEP Arabia

Leonie Kerswill
Managing Director, Sanctuary

Emily Deane
Technical Counsel & Head of Government & Affairs, STEP

Paula M. Jones
Esq, Jones Estate Group, Inc

Ismael Hajjar
Partner, PwC

2024 Sponsors

PLATINUM:
• Jersey Finance

GOLD:
• Guernsey
• Resolution IT

SILVER:
• RAK International Corporate Centre
• The Marshall Islands Corporate Registry

BRONZE:
• Aurifer
• Kanoony