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Speaking Engagements

01 December 2017

David Wallace Wilson: Speaker at STEP's Special Interest Group (SIG) Spotlight 2017

David Wallace Wilson was a speaker at the annual STEP conference hosted by the International Clients' Special Interest Group (SIG) entitled: The International Client in the Age of Uncertainty, in London, UK on the 30th of November 2017.

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02 October 2017

David Wallace Wilson: Panelist at CRS Workshops, Zurich & Geneva

David Wallace Wilson, TEP, MCJ (NYU), was a panel speaker at the CRS Workshops on Complex Structures organised by CSB, SATC and AFBS.

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14 September 2017

David Wallace Wilson: Lecturer for the Swiss Bar Association's Specialist Program in Family Law

David Wallace Wilson, TEP, MCJ (NYU), lectured for the certified specialist program for lawyers in Family Law.

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13 June 2017

David Wallace Wilson: Transcontinental Trusts Conference 2017, Geneva

David Wallace Wilson was a guest speaker at the 32nd Transcontinental Trusts: International Forum 2017, in Geneva, Switzerland.

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04 May 2017

David Wallace Wilson: Transcontinental Trusts Forum 2017, Bermuda

David Wallace Wilson was a panelist speaker on matrimonial property regimes at the 3rd Transcontinental Trusts: International Forum 2017, in Bermuda.

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01 February 2017

David Wallace Wilson: Russian Wealth Advisors Forum, Zurich

David Wallace Wilson participated in a panel discussion on the issue of information exchange and confidentiality in 2017.

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20 January 2017

David Wallace Wilson: Debate on Automatic Exchange of Information, Interlaken

David Wallace Wilson participated in a panel discussion for the inaugural STEP Alpine Conference in Interlaken on 20 January 2017, on Automatic Exchange of Information.

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19 January 2017

David Wallace Wilson: Six Months After the Brexit Vote, Interlaken

David Wallace Wilson participated in a panel discussion for the inaugural STEP Alpine Conference in Interlaken on 19 January 2017, on the Brexit's impact for private clients.

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06 December 2016

David Wallace Wilson: Certified International Wealth Manager diploma, Geneva

David Wallace Wilson lectured on wealth planning with trusts for the Certified International Wealth Manager (CIWM) diploma in Geneva, on 6 December 2016.

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15 November 2016

David Wallace Wilson: STEP Geneva Technical Event on CRS

David Wallace Wilson was a speaker at STEP Geneva's Technical Event on the Common Reporting Standard (CRS) – Theory and Practice.

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