We’re excited to invite you to the 9th Annual Cross-Border Solutions for Advisors Conference—a premier event for professionals advising on global wealth, tax, and family governance.
This year, we’ll unpack the nine dimensions of cross-border change, equipping you with strategies, insights, and tools to confidently guide clients through the legal, cultural, economic, and emotional complexities of international advisory.
Regulatory Reform & Global Taxes – anticipating compliance and reporting shifts.
Digital Trust & Cybersecurity – AI, blockchain, and safeguarding client data.
Generational Transitions – succession tools, foundations, and private trust companies.
Sustainability & Philanthropy – impact-driven giving across jurisdictions.
Emotional Intelligence in Succession Planning – addressing the “human side” of advisory.
Governance & Transparency – structuring families, estates, and businesses.
Innovation in Cross-Border Structures – new wealth management approaches.
Collaborative Advisory Ecosystems – working with global, multi-disciplinary networks.
Global Risk Landscape – local vs. international risk comparisons
CPD Accreditation
Earn up to 8 CPD hours by attending both days (subject to completing the post-event assessments).
Packaged Deal (Day 1 & 2): R2 100(Earn up to 8 CPD hours)
Our Charity Partner- One To One Africa
We’re proud to support causes that matter, with proceeds contributing to impactful community initiatives.
If you’re interested please let me know and I will book for you.
Don’t miss out on this leading cross-border advisory event!
Complete the form, and we will get back to you with a tailored quote!
