Geneva Meeting, 21– 23 March 2010

Mark Barmes

Mark is a partner in the Private Client Group of Lenz & Staehelin, advising trustees and family offices in relation to trusts, investment structures and litigation. Initially qualified in Queensland, Australia and then England and Wales, Mark has been practising in Switzerland since 1989. He is a member of the Society of Trust and Estate Practitioners and a member of the Tax Working Group of the Swiss Association of Trust Companies.

Anthony Cagiati

Anthony Cagiati is a Managing Director in the Private Banking Europe Division of Clariden Leu, a Credit Suisse Group company. Based in Zurich since 1987, he advises high net worth individuals in all aspects of their private banking needs. Anthony has worked for Morgan Stanley Asset Management in Zurich and spent four years in South Africa as a mining analyst. He has a BA from Middlebury College and a MBA from Babson College in Massachusetts, USA. He is also a Chartered Financial Analyst and a past Governor of the CFA Institute.

Milton Grundy

An English barrister and head of Gray’s Inn Tax Chambers, London. He has written a number of books about tax, of which the most recent are More Essays in International Tax Planning (Keyhaven, 2007) and (with Aparna Nathan) Offshore Business Centres, 8th Edition (Sweet & Maxwell, 2008). Founding member and President of the Association.

Werner Heyvaert

Werner Heyvaert is Of Counsel, Jones Day, Brussels, and is a member of the Brussels Bar. His practice involves the tax aspects of domestic and international transactions, including structured and cross-border financings, mergers and acquisitions, indirect tax and tax litigation. Werner has worked in Brussels, Luxembourg and New York City. He is chairman of the Legal & Tax Committee of BVA (Belgian Venture Capital and Private Equity Association). He is also a member of the Legal & Tax Committee of the American Chamber of Commerce in Belgium, the Belgian and U.S. branches of IFA and the Foreign Lawyers’ Forum of the American Bar Association, Section of Taxation.

Timothy Lyons

Timothy Lyons, QC, is a specialist in UK and EU tax law. He practises in both direct and indirect tax, representing taxpayers and occasionally advising governments, on matters that have ranged from estate planning and the taxation of trusts, to VAT, anti-dumping duty and WTO law. Timothy Lyons is also Assistant Editor (European Law) of the British Tax Review, a consulting editor for the EC Tax Journal, and the author of EC Customs Law.

Justine Markovitz

Partner, Withers LLP and Geneva Office Managing Partner, Justine focuses on advising private clients and financial institutions in relation to onshore UK and offshore tax, trusts and estate planning, with particular emphasis on planning for UK resident non-domiciliaries. She also advises on wills and trust drafting matters on fiduciary issues for trustees as well as succession planning and governance issues for international families.  Justine is a member of the Committee of STEP (Suisse-Romande branch), the Charity Law Association and the British Israel Law Association.

Peter Montegriffo

Peter is a Senior Partner in the Gibraltar legal firm of Hassans. His experience encompasses financial services, private client, commercial and trust related matters.  He was closely involved in the establishment of various gaming companies in Gibraltar and with their listing on the London Stock Exchange. Peter has contributed to the drafting of numerous changes to Gibraltar legislation, primarily in the areas of trusts, financial services and gaming. He has been a member of the Gibraltar Parliament and was Minister for Trade and Industry between 1996-2000.

Andrew De La Rosa

Andrew De La Rosa has held dual English/U.S. legal qualifications since 1981. A graduate of the University of Chicago Law School and former Inner Temple Scholar, his practice is in the areas of law that relate to fiduciary relationships and related structures. He has acted in cases concerning the laws of all the major British Commonwealth jurisdictions, Shari’a law and American state and federal law. He has been admitted to practice before the courts of the Dubai International Financial Centre and has a connection with the Middle East dating back to his undergraduate studies. He has acted as a government consultant and written and spoken at numerous international conferences on subjects relating to fiduciaries and the global financial industry.

Laurent Sykes

Laurent Sykes is a barrister at Gray’s Inn Tax Chambers. He qualified as a chartered accountant with Ernst & Young and was a senior solicitor in the London tax department of Freshfields Bruckhaus Deringer. He has worked on a large number of (big and small) corporate and structured finance transactions, including IPOs, securitisations, innovative tax enhanced financings and public and private M&A deals. He also advises on insurance tax, the tax treatment of Islamic finance, international tax (including EU law) and other matters. As a barrister he has broadened these practice areas to include private client work (in particular capital gains and inheritance tax planning), VAT and SDLT. He has a particular interest in the interplay between tax and accounting.

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