WEDNESDAY, 11 NOVEMBER 2026 | 16:00 - 20:00
Succession, Liquidity and Cyber Risk: Three Challenges for Trustees and Advisors
STEP Zurich Half Day Seminar

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.
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Succession, Liquidity and Cyber Risk: Three Challenges for Trustees and Advisors
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[13] RESULTS
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