The Planner’s Liability | An Expanding Scope

Présentation


Romain Desmonts contributed to a full report on a Private Client Tax Committee session held at the 25th International Private Client Conference.

The session comprised a panel of experts sharing their personal experience with clients that have caused them great concern including:

  • clients concealing the true purpose of the advice they were seeking or coming from a high-risk jurisdiction;
  • clients not disclosing all the facts and circumstances that would be relevant to the planner to give proper advice; and
  • clients that are accompanied by a family member seemingly exercising pressure on the client or covertly recording the conversation with their counsels.
  • It was highlighted that the risks could also come from political or industry changes.

To read the full report pn the session, please click here.

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