General Meeting ON Friday 30 November 2012, 12.45pm 1.30pm. AT The Grange St. Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ, United Kingdom
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1 General Meeting 2012 ON Friday 30 November 2012, 12.45pm 1.30pm AT The Grange St. Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ, United Kingdom
2 AGENDA The General Meeting of the Business Families Special Interest Group (SIG) on Friday 30 th November 2012, 12.45pm 1.30pm at The Grange St. Pauls Hotel, 10 Godliman Street, London, EC4V 5AJ, United Kingdom 1. Welcome and Introduction 2. Looking Back at 2012 Summary of activities and review of achievements 3. Proposed 2013/14 Work-plan Feedback and idea generation 4. Any Other Business 5. Close
3 International Steering Committee CHAIR Chris Lintott Penningtons Solicitors LLP DEPUTY CHAIR Ian MacDonald Wright, Johnston & Mackenzie LLP DEPUTY CHAIR Jon Sutton Dixon Wilson Chartered Accountants Glasgow, Scotland, UK Stephen Cutts ADIB Private Bank Robert Chalmers Ashton KCJ Richard Brass Berenberg Bank Abu Dhabi, UAE Geoffrey Todd Boodle Hatfield Thetford, UK Deborah Robson Charles Russell LLP Juliette Johnson Coutts & Co
4 International Steering Committee Continued Penny Webb Familias & Company William Ahern Family Capital Conservation Limited Ian Marsh familydr Horsham, UK Peter Pexton Ganten Group Hong Kong, SAR of the People's Republic of China Angelo Venardos Heritage Trust Group Paul Knox J.P. Morgan Vaduz, Liechtenstein Singapore, Singapore Glafkos Tombolis Kemp Little LLP Greg Limb KPMG LLP Clare Maurice Maurice Turnor Gardner LLP
5 International Steering Committee Continued Michael Perkins Michael J Perkins Jonathan Riley Michelmores LLP Sue Adams Pardoes Solicitors Sydney, Australia Michael.Perkins@mjplegal.com Exeter, UK jonathan.riley@michelmores.com Yeovil, UK sue.adams@pardoes.co.uk Aron Pervin Pervin Family Business Advisors Inc. Catherine Gillespie Pictet & Cie Paul Stibbard Rothschild Trust Toronto, Canada apervin@pervinfamilybusiness.com Geneva, Switzerland cgillespie@pictet.com paul.stibbard@rothschild.com Matthew Woods Withers LLP Mary Duke Amanda Simmonds matthew.woods@withersworldwide Hamilton, Bermuda mkduke@verizon.net Ilkley, West Yorkshire, UK a.simmonds778@btinternet.com
6 International Steering Committee Continued SECRETARY / SIG EXECUTIVE Emma Yeats STEP Worldwide David Harvey STEP Worldwide emma.yeats@step.org david.harvey@step.org
7 Information: The Business Families Group was established in late 2007 to recognise the increasing prominence of business families and their family businesses. This Special Interest Group focuses on what makes business families distinct and their particular challenges. Visit the Business Families Special Interest Group web-pages: Join the LinkedIn group: Business Families Special Interest Group Become a Member: Membership of STEP s Special Interest Groups is open to STEP members and non-members alike and there is no fee to join. If you wish to become a member of the Business Families group and receive updates about their news, events and activities, please complete a joining form. A copy can be found in your pack. Alternatively you can request a copy by ing SIGs@step.org Special Interest Group Terms of Reference: Viewable at SIGs/governance Business Families Special Interest Group Society of Trust and Estate Practitioners (STEP) Artillery House (South) Artillery Row London, SW1P 1RT United Kingdom Tel: +44 (0) Fax: +44 (0) SIGs@step.org
8 Comments/Suggestions/Feedback Jot any additional comments here to feed back to the Business Families SIG Steering Committee or STEP Worldwide office Your contact information: Name: Job title: Company: Contact Telephone: Please hand to a member of the Steering Committee, a member of STEP staff on the registration desk, or to SIGs@step.org
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