THOUGHT leaders and Industry experts in the realm of family inheritance and succession planning will gather together in Miami for a world first this November – and we will be there!
Finders UK is the only firm of its kind which will be attending the first Society of Trust and Estate Practitioners (STEP) Global Congress event, which takes place 6-7 November 2014. Aimed at those interested in succession planning and family inheritance, congress speakers will cover the global issues affecting those who work in this area, including:
- The justification, if any, for the leaks of government secrets by Julian Assange and Edward Snowden, and the conflict in this area between government and client confidentiality
- Private wealth and risk-taking – why clever people do foolish things
- Suggestions to avoid problems following death and incapacity relating to people’s digital assets.
The event offers attendees the chance to attend workshops which will cover a wide variety of topics and to network with other trust and estate practitioners from all over the world. Scheduled attendees include professionals from Canada, Hong Kong, Latin America, the Netherlands, South Africa, Spain, the UK and the US.
Thanks to the unprecedented growth in international inquiries, Finders is attending the STEP Inaugural Congress to expand its global network. The company will be networking with many international organisations and letting them know first-hand about its professional probate genealogy work (also known as “heir hunting”), and the ways in which Finders in turn can support their businesses.
Finders has been providing expert probate genealogy services since 1997, following its establishment by current managing director, Daniel Curran. Finders offers a wide range of services – from tracing missing heirs to an estate, to finding dormant and orphan funds beneficiaries, missing beneficiary insurance, and probate property sales and services.
The company’s success rate is close to 100 percent, and it operates according to a published professional code of conduct.
A recent Finders case highlighted the company’s global reach. The death of a widow (Mary*) who had no children or siblings led Finders to the woman’s parents’ families, most of whom had lived abroad.
Mary’s father had been a renowned doctor and surgeon who came from California and Finders instructed its US research partners to track down his relatives as the potential beneficiaries to the woman’s estate. Other stems of the family tree took Finders to Argentina and South Africa, as Mary’s mother’s siblings had all left the UK, apart from one whose son later emigrated from the country.
Simonne Llewellyn, Finders deputy managing director, will be attending the conference. Commenting on Mary’s case, she said: “This particular case took us all over the globe searching through electoral role and death registers – and that isn’t unusual in this day and age.
“Because of increased international nature of our research, we need research partners from all over the world. Heir hunting is focused and professional, and we need to dot ever i and cross every t when we carry out our research.
“Finders is now one of the main firms in the popular BBC Heir Hunters series – and series nine, scheduled for broadcast early next year, will continue to raise our profile. We have many plans involving the legal profession, our range of services and our international presence.
“Attendance, therefore, at a global event such as the STEP congress and the opportunity to network with so many international organisations is a no-brainer.”.
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