SPEAKERS
- Ana Claudia Akie Utumi - Chair STEP Brazil and Partner at Utumi Law, Sao Paolo
- Sebastiano Garufi Giuliani, partner at Altenburger, Lugano
- Philipp Fischer, Partner at Lenz Staehelin, Geneva
- Cesare Jermini, Partner at Bar & Karrer, Lugano and member of the board of ASA
- Marco Calcagno, STEP Lugano Committee and member of the board of GISEV SA
- Tom Henderson, Capital Trustees AG, Zurich
- Filippo Turato, Chair of STEP Lugano and Partner Capital Trustees AG
TOPIC
STEP Lugano Annual Virtual Forum 2026
Private clients at the start of 2026: key themes for Swiss and international families
WELCOME AND EVENT MODERATOR
Filippo Turato, Chair of STEP Lugano and Partner of Capital Trustees, Lugano
PLENARY SESSION
Navigating LATAM Private Wealth: Brazil and Swiss Cross-Border Considerations
Ana Claudia Akie Utumi - Chair STEP Brazil and Partner at Utumi Law, Sao Paolo
! THE PREFERRED ROOM OF EACH SESSION HAS TO BE SPECIFIED IN THE BOX “COMMENTS” !
FIRST BREAK- OUT SESSION in two different ROOMS from 17.00 - 17.30 choose one ROOM!
ROOM 1:
Inheritance Taxation in Switzerland: Cantonal frameworks and cross-border considerations
Sebastiano Garufi Giuliani, Partner at Altenburger, Lugano
ROOM 2:
Limited Qualified Investment Funds (L-QIF): first lessons learned after 18 months (and the first audit cycle)
Philipp Fischer, Partner (Banking & Finance) at Lenz & Staehelin, Geneva
SECOND BREAK-OUT SESSION in two different ROOMS from 17.30 - 18.00 choose one ROOM!
ROOM 3:
2025 Supplemental Swiss Rules for Trust, Estate and Foundation Disputes (TEF Rules)
Cesare Jermini, Partner at Bar & Karrer, Lugano and member of the board of ASA (Swiss Arbitration Association)
ROOM 4:
Trust Accounting: How It Works, why It Matters, and the Tax Impact in the UK, Switzerland, and Italy
Marco Calcagno, STEP Lugano Committee and member of the board of GISEV SA, Lugano
Tom Henderson, Capital Trustees AG, Zurich
STEP OFFICE Zug
Corinne Graf
Events/Admin
STEP Lugano Centre Supporter
