STEP-Geneva Past Events

Luncheon meeting have been held in Geneva most months addressed by experts in the many areas of interest to trust and estate professionals

STEP Alpine Conference 2024
Where: Congress Kursaal Interlaken
When: 22-23 May 2024
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2 May 2024 - ONLINE
Speakers:  Nicole Najjar– Partner at Mattos Filho;
                       Rodrigo Castillo Cottin– Partner at Rimôn.
                       Nicole Vasconcelos – Legal Counsel at Rhone Trust.
lemens R. Zeller- Executive Director, Wealth Advisor at JP Morgan, Geneva.
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18 APRIL 2024 - Buffet/Déjeuner
L'intervenante: Mme. Florence Guillaume – Professeur à l’Université de Neuchâtel
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19 March 2024 - Trust Accounting and Auditing Seminar
Where:  Four Seasons Hotel des Bergues (15:00-17:45)
Trainer: Andrew McCallum is Senior Partner of Rawlinson & Hunter S
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7 March 2024 Networking Event
Where:  Four Seasons Hotel des Bergues
Time:       17:30-19:30
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1 February 2024 - Lunch/Buffet
Speaker: Chris Hards - a Managing Associate in the Private Wealth team of Ogier in GuernseyS
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29 January 2024 - Trust Accounting and Auditing Seminar
Where:  Four Seasons Hotel des Bergues (15:00-17:45)
Trainer: Andrew McCallum is Senior Partner of Rawlinson & Hunter Seminar on 19 March 2024
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18 January 2024 - Online event
Speakers:   Caroline Bennett-Akkaya – Sales Partner at 1291 Group.
                    Klemens R. Zeller- Executive Director, Wealth Advisor at JP Morgan.
                    Danilo Santucci – Partner at Nutter.
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07 December 2023 - Online event
Topic: The U.S. Federal Corporate Transparency Act And New York's Llc Transparency Bill: Practical Effects And Implementation For You And Your Clients
Speakers: Peter Cotorceanu - CEO and Founder GATCA & Trusts Compliance Associates LLC (G&TCA),
                 Jenny L. Longman - Counsel at Patterson Belknap Webb & Tyler
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27th-28th November 2023 - AN INTRODUCTION TO TRUSTS
Four Seasons Hotel des Bergues Geneva
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23 November 2023 John Usher Memorial Prize (“JUMP”)
Thursday 23  November 2023  from 17:30 till 20:30
Four Seasons Hotel des Bergues Geneva
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Thursday, 23  November 2023 from 13:30 to 17:30
Crowne Plaza Geneva, Av. Louis-Casaï 75, 1216 Genève
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12 October 2023- Networking Event
Where:  Four Seasons Hotel des Bergues
Time:       17:30-19:30
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14 September 2023 - AGM+Buffet/Lunch
Topic: Artificial Intelligence (Ai) – What Is Happening Right Now And What Tools Should You Be Using
Speaker: Dr. Niklas Schmidt – Partner at Wolf Theiss
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Tuesday, 12 September 2023 - at the Warwick Hotel (Geneva)

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6 July 2023 - ONLINE
Speakers: Jessica Henson-Partner at Payne Hicks Beach
                  Richard Wilson KC-Barrister, Serle Court Chambers, UK
                  Richard Grasby-Partner in Appleby’s Hong Kong office
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15 June 2023 - Lunch/Buffet at Four Seasons Hotel des Bergues
Topic: Investment funds in Luxembourg and Switzerland: The Practicalities of Their Use by Trustees and Private Investment offices.
Speaker: Ioannis Gaiganis - CEO, Partner Kendris Capital Ltd
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3-4 May 2023 Alpine Conference

6 April 2023 - Lunch/Buffet at Four Seasons Hotel des Bergues at 12:00
Speaker: Richard Bagnall-Smith is a Founding Director of Cadell.
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21 March 2023 - Trust Accounting and Auditing Seminar
Where:  Four Seasons Hotel des Bergues (15:30-17:45)
Trainer: Andrew McCallum is Senior Partner of Rawlinson & Hunter
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9 March 2023- Networking event 17:30-19:30
Where: Four Seasons Hotel des Bergues Geneva
When: 17:30-19:30
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2 February 2023 - ONLINE EVENT
Speakers: Brandi Caruso – Partner (Switzerland/Global), Ralph Wyss – Partner (Switzerland), Tamsin Baumann – Partner (UK/Jersey), Rob Dorinson – Senior Manager (US), Julia Bessmertnykh - Manager (Luxembourg), Antoine Liénard - Director (Luxembourg) at Deloitte.
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19th January 2023 - ONLINE Event
Speakers: Keith Robinson – Partner in Bermuda, Robert Quinn – Senior Associate in Guernsey, Sarah Farrow- Counsel in Jersey at Carey Olsen
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15th December 2022 at the Hotel Metropole
Speaker: Philippe Pulfer - Partner at WalderWyss.
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28-29 November 2022 An Introduction to Trusts

2 day training
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17th November2022 Luncheon at the Metropole
Topic: La liberté de disposer dans le nouveau droit des successions.
Speaker: Prof. Florence Guillaume at the Université de Neuchâtel
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13th October 2022 Luncheon at the Metropole

Topic: Litigation funding from a Swiss and trust perspective
Speakers: Ella Zimmermann, Manager at Swiss Legal Finance
                  Akram Ojjeh, Chairman at Swiss Legal Finance

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15th September 2022

AGM - 17:15

30th anniversary step geneva - 17:30
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Thursday, 1st September 2022 – ONLINE event at 14:00
Topic: Important areas to conssider on a change in trustee
Speaker: Catherine Moore, Partner at Ogier Guernsey LLP
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Friday, 24th June 2022 – ONLINE event at 11:00
Topic: Navigating Russian Sanctions un update
Speaker: Panel of 4 experts
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2nd June 2022 Luncheon at the Metropole

Topic: Business and human rights: tips on how to navigate this emerging area of law.
Speaker: Clàudia Baró Huelmo- Associate, Dispute Resolution at Withers.

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19th May 2022 – ONLINE event at 14:00
Topic: Navigating Russian Sanctions.
SpeakersMr. Paolo Panico - Law Chambers, Private Trustees SA. Mrs. Stella Kammitsi -Managing Director, Raza Corporate Services Ltd
                     Mrs. Laura M. Brank- Partner at Dechert LLP,  Dr. Anna Kozmenko - Partner at Schellenberg Wittmer Ltd
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4-5 May 2022 – ALPINE CONFERENCE 2022

7th April 2022 – ONLINE event at 14:00
Topic: U.S. Estate Planning for Multinationals.
Speaker: Paula M. Jones, Esquire at Jones Estate Group, Inc (International and Domestic Estate Law)
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24th March 2022 at 17:00 - TECHNICAL EVENT at the Hotel Metropole
The panel participants will be Fabien Liegeois (CMS, Geneva), Jonathan Addo (Harneys, BVI) and Laila Arstall (Carey Olsen, Guernsey). Justine Markovitz (Withers, Geneva) will moderate the discussion.
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10th February 2022 at 12:00 – Luncheon at the hotel Metropole
Topic: Gaining protection under international investment treaties as part of estate planning
Speakers: Sandrine Giroud – Partner and Jaime Gallego – Partner at Lalive

27th January 2022 at 14:00 – ONLINE event

Topic: Blessings from on high: A practical guide to trustee decision making and blessing applications.
Speakers: : Justin Briggs – Partner and Caroline Emslie- Senior Associate at Burges Salmon.

16 December 2021 at 14:00 – ONLINE event
Topic: Blessings from on high: A practical guide to trustee decision making and blessing applications.
Speakers: Justin Briggs – Partner and Caroline Emslie- Senior Associate at Burges Salmon.

13-14th December 2021 – An Introduction to Trusts

2 day training course.

The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little or no experience of trusts, who wish to gain a more comprehensive knowledge of the subject. It will also be of interest to those who have become involved with trusts in some capacity, perhaps as a protector or in a family office.

The course will be run by experienced STEP members who will concentrate on the practical aspects of trust formation and administration and related estate planning issues. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the trainers and each other. The language of the course will be English but questions and answers may also be in French.

The programme

2nd December 2021 – ONLINE event at 14:00

Topic: US Transparency Legislation and Related Issues
Speakers: Elliott Murray (CH) and Dani (Danilo) Santucci (US) from Baker & McKenzie and Ropes & Gray LLP

25th November 2021 at the Hotel Metropole – Luncheon in English

Topic: Trusts Taxation in Italy: turning point of a new season
Speaker: Raul-Angelo Papotti – Partner, Head of Chiomenti Tax Department with particular emphasis on international tax law.

11th November 2021 – Luncheon at the Metropole

Topic: Unit-Linked Life Insurance for Latin American Clients
Speaker: Pablo Peciña, Associate Director Wealth Planning, Lombard International Assurance S.A.

Description: The sanitary and economic crisis, and the many elections occurred in the region in 2021, have led to public debate in many countries around changing tax systems and introducing succession taxes, wealth taxes, etc. Wealthy clients in the region seek stable solutions which can deal both with these new challenges and the many other wealth planning needs these clients traditionally have. The speaker will go through some solutions built around unit-linked life assurance in other parts of the world where these changes have already been implemented in the past and will analyse how this experience might prove useful for LatAm clients.

30th September 2021 at 14:00 – Online event in English

Topic: Important new trust and estate legislation in the British Virgin Islands.
Speaker: Christopher McKenzie – the partner who heads up O’Neal Webster’s BVI trusts and estates team from its London office and was the founding chair of STEP in the BVI.


16th September 2021 – AGM +Luncheon at the hotel Metropole at 11:30 in English

Topic: The Economic Substance Rules – Where Are We Now?
Speaker: Ian Perrett – Owner of the Law Office of Ian Perrett.

26th August 2021 – ONLINE event at 14:00 (English)

Speakers: Jeremy Robertson- Partner and Alfred Liu – a Senior Associate in the Private Client team at Forsters LLP

1st July 2021 – ONLINE event at 14:00 (English)

Topic: Insolvent Trusts
1. Jeremy Wessels is a Partner at Mourant Ozannes (Guernsey) ,
2. Justin Harvey-Hills is a Partner in the Jersey litigation and dispute resolution practice of Mourant Ozannes (Jersey) LLP

14th-15th June 2021 (at the hotel Metropole) – An Introduction to Trusts

The Programme

For the registration, please send an email:
email us

10th June 2021 at 14:00 – ONLINE event in English

Topic: “Beneficial ownership registers: An update as to the status of beneficial ownership registers in each of the BVI, Cayman Islands, Jersey and Guernsey. Who’s in and who’s out? What is available already, to whom and how? When will these registers be publicly available?”

1. Dave Sherwin – Partner at Ogier (Cayman Islands),
2. Simon Schilder – Partner at Ogier (BVI),
3. Katherine Neal -Counsel at Ogier (Jersey),
4. Chris Hards – Managing Associate at Ogier(Guernsey).

20th May 2021 at 14:00 – ONLINE event in English

Topic: “UBO REGISTERS UNDER THE EU 5TH AML DIRECTIVE – General principles and their application in some selected Member States.
Speaker: Mr.Paolo Panico, Law Chambers, Private Trustees SA.

29th April 2021 at 14:00 – ONLINE event in English

Topic: “Public Registers of Beneficial Ownership – Here to Stay?”
This conference forms part of a series. The next conferences in the series will be “UBO Registers – EU Jurisdictions”, which will take place on May 20th, 2021, and “UBO Registers – Jersey, Guernsey, Cayman Islands and BVI”, which will take place on June 10th, 2021.
Speaker: Filippo Noseda is a Partner at Mishcon de Reya in London


15th April 2021 at 14:00 – ONLINE event in English

Topic: Providing Private Wealth/Trust Services to Chinese Families: Issues, Opportunities and Challenges

  1. Ms Yumei Zhang (Executive Director, Head of Private Clients at Vistra (Hong Kong)
  2. Mr Michael Olesnicky (Baker & McKenzie (Hong Kong office)


25th March 2021 at 16:00 – ONLINE event in French

Sujet: Comment aligner philanthropie et gouvernance familiale?”
Conférenciere: Delphine Bottge (Avocate au Barreau de Genève Academic Fellow – Center for Philanthropy – Université de Genève)


11th March 2021 at 16:00 – ONLINE event in English

Topic: Cross-border estate settlement with UK interests
Speaker: Edward Reed – Partner at Macfarlanes LLP.


25th February 2021 – ONLINE in English

Topic: Cross-Border Estate Settlement with US Interests
Speaker: Paula Jones – Paula M. Jones Law Offices, Inc.


4th February 2021 – ONLINE at 16:00

Topic: Trustee Investment Complaints and Litigation – A selection of Case Studies.
Speaker: James Day, Peritus Investment Consultancy


14th January 2021 – ONLINE at 16:00

Topic: Automatic Exchange of Information in Switzerland: Recent Developments and Frequently Asked Questions by Swiss Trustees.
Speakers: Ksenia Iliyash – Associate at Schellenberg Wittmer Ltd and Nicholas Pell – Partner at Rhone Trust.


10th December 2020 – ONLINE event at 16:00

Topic: UAE Foundations in practice
Speaker: Yann Mrazek – Managing Partner at M/HQ


12th November 2020 – ONLINE event in French at 16:00

Topic: Echange automatique de renseignements en Suisse: nouveautés et protection individuelle.
Speaker: Ksenia Iliyash – Associate at Schellenberg Wittmer Ltd


8th October 2020 – ONLINE at 16:00

Topic: Recent Developments in Offshore Trust Law
Speakers: Edward Devenport (Partner) and Fred Milner (Counsel) from Mourant Ozannes


17th of September 2020 (ONLINE) – AGM + the Conference via Zoom

Topic: U.S. beneficiaries of Foreign Trusts
Speaker: Maria-Soledad Otero – Partner of Karlin & Peebles LLP


15th of September via Zoom – Student event Q&A

Welcome to all our current STEP students and those considering enhancing your professional qualifications with STEP in Geneva. We may be pursuing different careers, sitting at different levels and embarking on different routes, but we are united in our end goal of achieving career development with STEP. As we become increasingly familiar with the ‘new-normal’ world, it can easy to forget that there are a network of others pursing the same pathway. We are therefore hosting an informal Q&A and Connection Session for all our students to touch base with one another, say hello and discuss the impact our qualification routes can have on career progression. Whether you are on your first exam or your tenth, or considering a different route, drop by on Tuesday 15 September for our ‘meet and greet’ session (online, on Zoom) to introduce yourself to the network and to our Committee Members, and ask any questions you may have on career development with STEP


2nd of July 2020 – ONLINE (17:00-18:00)

Topic: Recoveries in markets and economies.
Speaker: Philip Shaw – Chief Economist of Investec Bank plc


11th of June 2020 – ONLINE event (17:00-18:00)

Topic: Substance requirements – Guernsey, Jersey, Cayman and the BVI.
Speaker: Chris Hards (Guernsey) , Emily Haithwaite (Jersey), Fraser Allister (Cayman) and Simon Schilder (the BVI) of Ogier LLP


14th of May 2020 – Luncheon Online 17:30-18:30

Topic: Dealing with the issues that cause sleepless nights
Speaker: Lisa Cornwell – Director in PWC-Zurich


24th March 2020 (18:00-19:00) – Technical Event (ONLINE)

Topic: French blacklist development
Speaker: Alain Moreau – Partner (FBT Avocats SA.
This event was ONLINE, all participants have received the link to join the conference.

Topic “Substance requirements – BVI, Luxembourg and Jersey” is pushed back to later date due to (i) breaking news – entry in force of new FR regime on 1st April and
(ii) substance legislation not yet finalized in all jurisdictions.


12th March 2020 – Luncheon (In French)

Topic: Le holding d’héritiers avec les nouvelles règles fiscales applicables dès le 1.1.20
Speaker: Mr. Nicolas Merlino (Associé, Avocat- Poncet Turrettini)


6th February 2020 – Luncheon

Topic: Swiss developments on trusts and stepping down.
Speaker: David W. Wilson-Partner in Schellenberg Wittmer Ltd


16th and 17th January 2020 – Alpine Conference

For booking please go to website:


12th December 2019 – Luncheon

Topic: : Changes to the taxation of UK real property
Speaker: Mr. Jeremy Robertson (Senior Associate) and Mrs. Kelly Noel-Smith (Partner)-Forsters LLP


2nd and 3rd December 2019 – An Introduction to Trusts

An Introduction to Trust
Hotel Metropole (the course for 2 days)


14th November 2019 – Luncheon

Topic: L’appréhension des trusts en droit fiscal français : éclairage sur les obligations déclaratives des trustees.
Speakers: Me Benoît Philippart (Avocat Associé) et Me Nicolas Cys (Avocat Associé ) – La Tour International Sàrl


31st October 2019 – JUMP

Venue: Hotel Mandarin
Speaker: Mr. Gregory Perdon
Topic: A day in the life of a CIO


10th October 2019 – Luncheon

Topic: Swiss Data Protection – new developments
Speaker: Roland Mathys ( Partner / Attorney at Law – Schellenberg Wittmer)


19th September 2019 – Lucheon +AGM

Topic: Financial Services Act and Financial Institutions Act (LSFin & LEFin)
Speaker: Leonard Vijverberg – Lenz & Staehelin


4th of July 2019 – Luncheon

Topic: Trustees and AML: Current practice and regulatory developments.
Speaker: Me Taulant Avdija (BDO SA – department Regulatory & Compliance


13th June 2019 – Luncheon

Topic: Transmission d’une trust company: valorisation, vente, succession.
Speaker: Edgard Brandt


16th May 2019 – Luncheon

Topic: Modification de La Loi fédérale sur le droit international privé en vue de l’harmonisation du droit suisse avec le Règlement européen en matière de succession
Speaker: Florence Guillaume (Professeure)


7th May 2019 – Trust accounting and auditing seminar

Speaker: Andrew McCallum


11th April 2019 – Luncheon

Topic: New Zealand trust case law: how to use it.
Speaker: Geoffrey Cone


14th March 2019 – Luncheon

Topic: EU substance requirements on companies based in the British Overseas Territories (including the Cayman and British Virgin Islands) and Crown Dependencies (including Jersey and Guernsey)
Speaker: Mr. Ian Perrett (Partner / Withers LLP)


7th February 2019 – Luncheon

Topic: Reconciling trustee obligations and GDPR
Speakers: Deborah Pennington and Alan Baker


17th and 18th January 2019 – Alpine Conference

Alpine Conference – Interlaken


13th December 2018 – Luncheon

Topic: UK trust registers
Speaker: Fillipo Noseda


3rd and 4th December 2018 – An Introduction to Trusts

An Introduction to Trusts


27th November 2018 Seminar – Seminar

Event: Trust Accounting and Auditing
Speaker: Andrew McCallum


15th November 2018 – Luncheon

Topic: Data hacking- Risks specific to professional services companies. Lessons learned from the Panama and Paradise papers.


6th November 2018 – Technical Event

Topic: The regulation of trustees: a comparison with Guernsey and the BVI
Speakers: Rashid Bahar and Marcus Leese


11th October 2018 – Luncheon

Speaker: Nicholas Hochstadter
Topic: Transparency, what do client expect ?


5th July 2018 – Luncheon

Topic: Art in trust . pratical and legal issues
Speakers: Richard Bagnall-Smith and Willem-Joost de Gier


14th June 2018 – Luncheon

Topic: Jurisprudence genevoise en matière de trusts.
Speaker: Sophie Thorens-Aladjem


17th May 2018 – Luncheon

Topic: Successions et régimes matrimoniaux suite aux nouveaux règlements européens
Speaker: Me Nathalie Thevenet-Grospiron (Notary)


19th April 2018 – Luncheon
Topic: New Trends in Philanthropy
Speaker: Frédéric Baldini


8th March 2018 – Luncheon

Topic: Regulation of Trustees in Switzwerlandbr /> Speaker: Fabianne De Vos Burchart


8th February 2018 – Luncheon

Topic: Italian non-dom regime. One year of experiencebr /> Speaker: Luigi Belluzzo


31st January and 1st February 2018 – Alpine Conference

Alpine conference – Interlaken


14th December 2017 – Luncheon

Topic: Jersey and Guernsey structures: technical issues and practical guidancebr /> Speaker: Fred Milner


2nd November 2017 – JUMP

Speaker: Rasmus Ankersen
Topic: Hunger in Paradise
Venue: Hotel Mandarin


12th October 2017 – Luncheon
Topic: Projet fiscal; the new Swiss corporate tax reform
Speaker: Thierry Boitelle


21st September 2017 – Luncheon

Topic. The new Swiss equivalent to living willsbr /> Speaker: Professeur Audrey Leuba


6th July 2017 – Luncheon

Topic: Golden Visa Program associated with a special tax regime for foreigners in Portugal
Speaker: Bruno Santiago


15th June 2017 – Luncheon

Topic: Planning for an American-Swiss succession: tax and legal aspects
Speaker: Jay Rubinstein


18th May 2017 – Luncheon

Topic: Aliyah, Pre-Immigration Planning, Tax, Trusts and Succession under Israeli Law
Speaker: Daniel Paserman


06th April 2017 – Luncheon

Topic: Anglo-Swiss pre-nuptial agreements

Speaker: Nicholas Bennett


9th March 2017 – Luncheon

Topic: Avant-projet de révision du droit des successions
Speaker: Alexandre Brodard


7th May 2019 – Trust accounting and auditing seminar

Event: Trust accounting and auditing
Speaker: Andrew McCallum

Venue: Hotel Métropole


9th February 2017 – Luncheon

Topic: Consequences of CRS when structuring wealth for Latin American clients.
Speaker: Pablo Pecina.


19-20 January 2017 – Alpine Conference - Interlaken



15th December 2016 – Luncheon

Topic: Estate planning for expatriates in Dubai
Speaker: Yann Mrazek


28th and 29th November 2016 – An Introduction to Trusts

An Introduction to Trusts


15th November 2016 – Technical event

Topic: CRS
Speakers: Nicholas Pell, Stefano Lembo and David Wilson


3rd November 2016 – JUMP Lecture & Champagne

Speaker: Nigel Farage
Topic: Brexit

Venue: Mandarin Oriental Hotel, Geneva


20th October 2016 – Luncheon

Topic: Removing troublesome trustees and protectors
Speaker: Richard Manyon

Sponsored by ThatcherMackenzie Executive Recruitement


15th September 2016 – Luncheon

Topic: Digital legacy and planning
Speaker: Nicolas Capt


7th July 2016 – Luncheon

Topic: Spanish CRS, tax and legislative novelties.
Speaker: Sonia Velasco

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