EVENING EVENT
ZURICH
WEDNESDAY, 11 NOVEMBER 2026 | 16:00 - 20:00

Succession, Liquidity and Cyber Risk: Three Challenges for Trustees and Advisors

STEP Zurich Half Day Seminar

STEP_ZH_11_Nov_Succession_Liquidity_CyberRisk.png

REGISTRATION FROM 16:00

SESSION 1:  Modern Families, Uncertain Heirs: The Succession Crisis

  • Moderator: Alexandra Geiger (MME, Switzerland)
  • Panelist: Abril Rodriguez (EY, Mexico)
  • Panelist: Diana Palomba (Ingad Trust, Italy)

SESSION 2:  Asset Rich, Cash Poor: Trustees and the Liquidity Crisis in Private Equity  

  • Moderator: Richard Joynt (Highvern, Jersey)
  • Panelist: Chris Hards (Ogier, Guernsey)
  • Panelist: Fiona Kenyon (Julius Baer, Switzerland)
  • Panelist: Jean-Claude Garo (Partners Capital, Switzerland)

SESSION 3:  Cyber Threats & AI in the Trust Sector

  • Moderator: Jessica Benvenuti-Schaedler (Gasser Partner Trust Reg., Liechtenstein)
  • Panelist: Adi Schiffer (Forentec, Switzerland)
  • Panelist: Anna Szkudlarek (KENDRIS, Switzerland)

Host-Partner
Quantios

Registration closes at 12 pm the day before the event.

STEP Office
Petra Streit
Administration/Events

Date
WEDNESDAY, 11 NOVEMBER 2026 | 16:00 - 20:00

Venue
MME Legal | Tax | Compliance
Zollstrasse 62
8005 Zürich
SCHWEIZ

Registration by
TUESDAY, 10 NOVEMBER 2026

CPD
3 hours towards CPD obligation

Fee


Registration closes at 12 pm the day before the event.

 

Timetable on-site
16.00 – 16.15 / Registration
16.15 – 17.15 / SESSION 1: Modern Families, Uncertain Heirs: The Succession Crisis
17.15 – 18.15 / SESSION 2: Asset Rich, Cash Poor: Trustees and the Liquidity Crisis in Private Equity  
18.15 – 19.00 / SESSION 3: Cyber Threats & AI in the Trust Sector 
19.00 – 20.00 / Apéro & Networking

 

Cancellation
Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

MORE STEP EVENTS

[13] RESULTS
  |  
RESET FILTER