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Roundtable Discussion

March 1, 2007

Families in Business chaired a roundtable discussion at Campden’s Family Wealth Management Conference to discuss recent trends and developments in trust laws, and the effect on both family offices and families of wealth

There have been a number of changes to trust laws recently, in particular to inheritance tax in the UK. How important are these and what impact have they had?

January 1, 2007

Families in Business chaired a roundtable discussion at Campden’s European Family Office Conference to discuss how business families are preparing their next generation to manage the family wealth

Families in Business chaired a roundtable discussion at Campden's European Family Office Conference to discuss how business families are preparing their next generation to manage the family wealth

Roundtable panel

Edward Allanby is a partner at Leman Management Ltd, a multi-family office based in Bermuda.

Merial Curier is vice-president of family services and wealth education for a single-family office in the US.

July 1, 2006

In the fourth of an occasional series, Melanie Stern chairs a roundtable discussion at Campden’s Family Investment Workshop in Lausanne on whether family offices are more interested in preserving wealth, or maximising it – and how they fulfil their mandate

In the fourth of an occasional series, Melanie Stern chairs a roundtable discussion at Campden's Family Investment Workshop in Lausanne on whether family offices are more interested in preserving wealth, or maximising it – and how they fulfil their mandate

Roundtable panel

Gero Bauknecht is manager and executive board member of Beekay Family Office, a single family office in Zurich.

May 1, 2006

As part of an occasional series, Families in Business chairs a roundtable discussion at Campden’s Families in Business Conference on the importance of values in family business

As part of an occasional series, Families in Business chairs a roundtable discussion at Campden's Families in Business Conference on the importance of values in family business

Roundtable panel

Patrick Peyton is a non-family member who leads Despatch Industries' family office as well as their operating companies. The family firm is based in Minneapolis, Minnesota and has been in existence for 140 years.

January 1, 2006

As part of an occasional series, Melanie Stern chairs a roundtable discussion at Campden’s Family Office Conference on the pertinent issues for family offices in 2006 and beyond

As part of an occasional series, Melanie Stern chairs a roundtable discussion at Campden's Family Office Conference on the pertinent issues for family offices in 2006 and beyond

Roundtable panel

Mike Orr is vice president and CFO of SEB Management, a single family office in Victoria, Canada and president of GlenRoss PTC Holdings Inc, the trustee company for the Brydson family trusts. He is originally from the UK.

May 1, 2005

In the first of an occasional series, Melanie Stern pilots a discussion with business families to examine how they view the private equity world. She finds perceptions are changing and the benefits are flagged up – but doubts linger about its role in business

In the first of an occasional series, Melanie Stern pilots a discussion with business families to examine how they view the private equity world. She finds perceptions are changing and the benefits are flagged up – but doubts linger about its role in business

Roundtable panel

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