Back for the 4th time: Lecturing at the International Management of Family Wealth Program
- May 3
- 2 min read
I'm thrilled to announce that I will be returning for the fourth time as a lecturer for the International Management of Family Wealth (IMFW) Executive Program!
Developed by the International University of Monaco (IUM) in association with STEP – Advising Families Across Generations, this program provides an immersive learning experience tailored for jurists, tax specialists, and wealth advisors engaged in the management and succession of large international fortunes.
As affluent families expand their investments globally, navigating the complexities of cross-border wealth preservation and diverse legal frameworks is more critical than ever.
Module 1: International Trusts and Estate Planning kicks off on June 12, 2026. During this module, I am honored to co-lecture a special session with Dr. Alon Kaplan, TEP on June 26, 2026, focusing on "Trusts and estate planning arrangements in Israel and the Middle East.". We will dive deep into the essential features of the Israeli Trust as an estate planning instrument, exploring practical applications, historical developments, and the intergenerational transfer of family businesses.
Why join the IMFW Executive Program?
Global Perspective: Gain practical tools to navigate international succession, matrimonial law, asset management, and family governance.
STEP Accreditation: By completing all four modules, you will earn an Executive Certificate equivalent to a STEP Diploma, which, combined with two years of practice, grants eligibility for full STEP membership!.
Flexible Format: The program is perfectly designed for busy professionals, offering a dynamic blended format that is 80% online and 20% onsite in beautiful Monaco.
Registrations are open all year long, and you can choose to join the program at any module.
Don't miss this opportunity to connect with international practitioners, elevate your expertise, and build your financial legacy.
Secure your spot and learn more about the program here and below:
Looking forward to seeing you there!
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