Will Finnerty speaks at STEP Bermuda Conference

Private Wealth Associate, Will Finnerty, will be speaking at the upcoming STEP Bermuda Conference on Thursday 16 October, contributing to a session titled 'Around the world – cross-border planning in context'.

He will be joined by Charlie Maydon Grace of Macfarlanes and Nicholas Heuer of Katten Muchin Rosenman. Together, they will explore common challenges in cross-border wealth planning, illustrated through a recent case study involving transatlantic families. Our Private Wealth Disputes Senior Associate, James Woods-Davison, will also be attending the conference so be sure to look out for our Boodle Hatfield members there.

Commenting ahead of the event, Will said:

“With so many clients now moving between the US and the UK, this is becoming an increasingly relevant topic for us as practitioners and something we deal with on a daily basis. I am really looking forward to hearing from participants about what they are advising clients and what they are seeing on the ground so that, together as practitioners and advisors, we can ensure we are providing the most relevant and best possible advice to clients.”

To learn more about the conference and register to attend, click here.