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Middle East Conference

Join us for a morning conference focusing on the latest developments for HNW advisors working with clients in the Middle East
Keynote from Dubai

Sunita Singh Dalal

Chaired by

Ken Chapman

Live from Saudi Arabia

Khalid R Kamal

Date and Location

22nd March 2023


4 Hours
with networking 


Non members:

Conference Agenda:

Join us in London for the morning of Wednesday 22nd March at the ICAEW where we are delighted to be joined by an expert panel to discuss the latest trends in the sector in the Middle East kindly sponsored by EER Corporate Services.

Full Speaker list  to be confirmed shortly for the Agenda below:

  • 0800 - Arrival, registration,standing breakfast and key networking
  • 0900 - Virtual Key Note with Sunita Singh Dalal live from Dubai on "Latest developments in the UAE for private wealth advisors"
  • 0915 - Wealth Structuring Update for Middle Eastern families with a UK & US nexus, hosted by Ken Chapman.
  • 1030 - Coffee break
  • 1100 - Virtual Interview with Khalid R Kamal live from Riyadh on "What are the Family Office sector trends in Saudi Arabia?"
  • 1120 - Doing business in the UAE & Saudi Arabia, hosted by David Bell.
  • 1215 - Conference close

Meet our Expert Panel

Sunita Singh Dalal
Partner, Hourani & Partners

Sunita advises significant business families, private clients, trustees, private banks, regulatory authorities and foreign law firms on Cross Border Estate and Succession Planning, Wealth Management, formulating and implementing Family Codes of Governance, Family Constitutions and establishing Family Offices.

Sunita is known for dedicating time to teaching and spreading awareness, of current legal and practical updates and developments in the regional private wealth sector, within the global advisory community. She believes that the success of the UAE as an IFC, is dependent upon the continual dissemination of knowledge and the correct application of current legislation when implementing cross border structures.

Marie O’Neill
Owner and Managing Director, EER

With her proven track record as a highly innovative strategic thinker, it is no wonder that EER has seen such strides in its expansion under her leadership.
 As the company’s Managing Director and now owner, Marie has ensured its reputation within the industry and seen it grow to become the region’s leading relocation, immigration and corporate services company. Throughout her time at EER, Marie has proven herself to be a pioneering voice in terms of organisational strategy and someone who knows how to deftly navigate the complexities of global mobility in the most effective way.  

Majid Hussain
Partner, Evelyn Partners

Majid has over 15 years of experience in private client taxation and advising high-net worth individuals and their families. He brings experience and expertise on all areas of private client tax, with a specific focus on international families with complex overseas structures.

Majid also has extensive experience in working with private equity executives and advising them on the taxation of their private equity returns.
Carlton Crabbe
CEO, Capital for Life

For the past 25 years, Carlton has advised high-net-worth clients on complex issues such as global tax and offshore structuring. He is the CEO of Capital for Life, based in Dubai, which is a specialist business-to-business service offering universal life insurance, premium financing and 

other estate planning solutions to advisers and their (U)HNW clients in over 200 countries.

Hannah Wailoo
Partner, Private Client & Tax, Withers Worldwide 

Hannah is a specialist succession and personal tax planning lawyer whose clients include domestic and international individuals, families, trustees and family offices.

Hannah provides tax efficient and estate planning solutions, with a particular focus on international families with a presence in the UK, or who are investing into or relocating to the UK. Her key specialism is UK real estate ownership for international families and investors, where she provides inheritance tax and other personal tax mitigation advice for real estate investment to the UK and for existing ownership structures.

Angela Calnan
Partner, Collas Crill

Angela is Head of Collas Crill Guernsey' multi-award winning International Private

Client and Trusts Department since 2012- now one of the largest teams of its type in

Guernsey and ranked Tier 1 by E-Private Client.

Angela's core strengths are in establishing, reorganising and winding up Guernsey

trust and foundation structures (including pension and gratuity schemes) and also

assisting trustees in navigating the administration of those structures in accordance

with their fiduciary duties. returns.

Jerry Mills
Senior Portfolio Manager, Melville Douglas International

Jerry Mills is a Senior Portfolio Manager working within the Melville Douglas International (MDI) portfolio team in Jersey. MDI is the boutique investment management arm of Standard Bank Group. Jerry travels frequently to Southern Africa where he looks after a portfolio of (U)HNW clients and families. He is also the lead portfolio manager for the MDI Diversified Offshore Shari’ah Investment Portfolio which was launched in 2022.


Patricia Lydon
Tax Director, US Tax & Financial Services

Patricia has over 20 years of experience providing tax return and consultation services for both Individual US Federal and State taxes, for US resident and US non-resident individuals. She assists clients in getting up-to-date with their US tax returns under US Voluntary Disclosure Programs by filing past-due years. Patricia also helps clients to relinquish their US citizenship or Green Card and provides tax planning and consultation on various other US tax issues.


Zöe Cousens
Founder, Castellet Consulting

Having started her career as one of the first women to work in the London Stock Exchange, Zoë has 30+ years' experience in wealth management, as well as several years' experience as a Non-Executive Director, Charity Chair & Treasury Committee Member. In 2015 she relocated to Dubai to establish her investment company, working with families & fiduciaries to oversee their portfolios. She travelled extensively around the GCC region as the first Middle East Representative for Guernsey Finance, and founded the Women’s Investment Network to inspire women to become more engaged with their finances. Zoë also works with female founders in the UAE and UK to help them with early stage financial management & capital raising. She is a regular speaker at international events such as the Wealth Arabia Summit, and she has been published & interviewed in a range of media.  

Khalid R Kamal
International Attorney

Khalid is an international attorney licensed to practice in New York, Washington D.C., and the Kingdom of Saudi Arabia (KSA). Khalid currently manages his law firm, the Law Office of Khalid R. Kamal. Khalid also serves as partner in Kaltaire, a boutique investment firm.

Prior to launching his own law firm, Khalid was a member of Pillsbury Winthrop Shaw Pittman LLP, a leading U.S. firm with global offices. At Pillsbury, Khalid worked with several teams; the International Trade Group, Energy Group, Public Practices and National Security Group, and the Private Wealth Group. Khalid has experience in advising both government entities and major corporations on issues related to; structuring, governance, transactions, development and strategy. Khalid has also participated in congressional hearings in the U.S. Khalid has served as independent counsel on high-level investigations. Khalid also has experience in leading teams on negotiating complex transactions, crisis management, and strategic acquisitions. 

Shahrzad Atai
Partner, Head of Private Wealth, Child & Child

Shahrzad re-joined Child & Child in January 2021 after 15 months as a Managing Director with Alvarium Investments.

Shahrzad originally joined Child & Child in 2015, when she founded and headed the Middle East desk. She was legal counsel to many HNW and UHNW families/entrepreneurs as well as multi-jurisdictional companies and several governments. She focused on banking finance and regulations, cross border transactions, corporate/commercial, property finance (including sharia finance), financial sanctions on Iran, structuring, private wealth, immigration, dispute resolution and international transactions.  She was also head of the legal team within a Kuwaiti family office, worked for a city firm in London and prior to that spent six years with Atai & Associates working on international corporate law, oil and gas, telecommunications matters for UHNW business owners.

Ken Chapman
Head of Wealth Planning, EFG

As a wealth management specialist Ken has worked in senior roles with a number of leading financial services organisations over the last 30 years in the UK and elsewhere this includes Merrill Lynch International Bank, Credit Suisse Private Bank, Bank of Singapore and EFG Private Bank in Mayfair, London.

Ken works with families and individuals helping them to structure efficiently and in line with their long term objectives.