Anthony Partridge, partner in Ogier’s top-tier Cayman Private Wealth team, will provide expert insights into handling sensitive issues with a challenging settlor at this week’s STEP Cayman Islands International Wealth Structuring Forum (23-24 January).

Taking the format of a mock interview, the presentation will see Anthony play the role of a lawyer advising a difficult settlor. Anthony will be presenting alongside Andrew Needham, Morven McMillan and moderator Andrea Zavos.

The presentation will cover a variety of topics for trustees and private wealth advisors, and will see Anthony share expertise on reserved powers, the role of the settlor, trustee duties, letters of wishes, setting up a Private Trust Company (PTC), and asset protection.

Anthony said: “The presentation promises to be an entertaining one, while at the same time exploring matters of significance for private wealth practitioners. What it will particularly demonstrate is that, as private wealth practitioners, expertise in our particular area of law is essential but not sufficient – strong people management skills are also an absolute necessity.

“I look forward to presenting alongside this esteemed panel.”

Other Ogier attendees at the conference include Jennifer Fox, Deborah Barker Roye, Fraser Allister and Cline Glidden.