Planning for Global Citizens
Practical insight into the realities advisers face when clients, assets, and families span borders
Tuesday, 9 June 2026, from 08:50 to 14:00
Offshore planning is no longer a niche topic. Many advisers are already working with clients who have offshore assets, globally connected families, and planning needs that span multiple jurisdictions.
What is less clear is how these situations play out in practice.
Advisers understand the theory, but often face uncertainty around what actually happens when plans are implemented, where complexity arises, and how to guide clients through real-world decisions.
The 2026 PROpulsion Financial Planning Conference focuses on these practical realities. From offshore estates and cross-border structuring to working with clients and families across countries, the aim is to provide useful, applied insight that advisers can take back into their day-to-day work.
This is not a standard offshore event focused on broad diversification messages. It’s about what advisers actually encounter in practice, where things get complicated, and how to handle those situations with confidence.
The six keynote themes
The conference is built around six keynote sessions, each focused on a key aspect of cross-border financial planning as it shows up in practice. Together, these sessions move from understanding the global client, through technical complexity, to practical implementation and client relationships.
Offshore Planning in the Real World
A scene-setting session on how offshore planning is showing up in practice, including hybrid lifestyles, globally connected families, and clients with existing offshore assets.
Offshore Estates in Practice: From Death to Distribution
A practical case study on how offshore estates are administered, including cross-border coordination, delays, and what advisers should expect in reality.
Cross-Border Tax, Estate and Structuring Issues
A practical look at tax, estate, and structuring challenges across jurisdictions, including where complexity arises and when specialist input is required.
Holistic International Financial Planning in Practice
A practical session on delivering integrated advice across jurisdictions, helping advisers connect technical expertise with real client implementation.
Working with Clients and Families Across Borders
A session focused on managing client relationships across countries, including communication, decision-making, and working with families across multiple jurisdictions.
Planning Offshore Estates Before the Crisis
A practical session on the decisions that shape offshore estate outcomes before a death event. Covers structures, jurisdictions, and wills, and where complexity is introduced. Helps advisers plan earlier and involve the right specialists.
What you will gain from this conference
You will leave with a clearer way to approach cross-border financial planning in practice, not just theory.
This includes:
- A better understanding of how globally mobile clients are changing, and what that means for your advice
- Practical insight into offshore estates, and what really happens when a client dies
- Greater clarity on cross-border tax, structuring, and where complexity typically arises
- A more structured approach to delivering advice across multiple jurisdictions
- Confidence in working with clients and families making decisions across borders
- A clearer view of when to involve specialists, and how to coordinate that input effectively
How the day is structured
The conference is designed as a focused half-day event, with a clear flow from context to application.
Each session builds on the previous one, helping you move from understanding global client realities to applying that insight in your advice process.
Tuesday
9 June 2026
* The draft agenda is subject to change
- 08:50 - Opening and Welcome
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09:00 - Keynote 1: The Global Citizen Client in 2026 - Speaker: Vincent Heys, Wealthstack Solutions Inc.
An overview of how client needs, expectations, and realities are changing as more people live, work, and invest across borders. This session brings a practical South African adviser perspective on emigration, tax residency, and planning complexity. It sets the foundation for how advisers need to adapt their role going forward. -
09:37 - Keynote 2: Working with Clients and Families Across Borders - Speaker: Sharon Moller, Old Mutual Wealth
A session focused on the realities of working with clients and families spread across countries. It explores communication, decision-making, and alignment across different jurisdictions and family systems. Advisers will gain insight into guiding clients through complex, multi-country decisions.
- 10:14 - Comfort Break
-
10:44 - Keynote 3: Planning Offshore Estates Before the Crisis - Speaker: Stanley Broun, Sanlam Private Wealth
A practical session on the planning and structuring decisions that shape offshore estate outcomes long before a death event. It explores how assets, jurisdictions, structures, and wills interact in practice, and where complexity is often introduced. Advisers will gain clarity on when to involve specialist support and how early decisions affect later outcomes. -
11:21 - Keynote 4: Cross-Border Tax, Estate and Structuring Issues - Speaker: Hugo van Zyl, Tax Forum
A focused session on the key tax, estate, and structuring challenges advisers face across jurisdictions. It explores where complexity builds, where mistakes are often made, and when specialist input becomes essential. The aim is to help advisers navigate technical decisions with greater clarity. - 11:58 - Mini Keynote: Optimising offshore tax efficiency - Speaker: Naushaad Maharaj, Milpark Education
- 12:08 - Comfort Break
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12:38 - Keynote 5: Offshore Estates in Practice: From Death to Distribution - Speaker: TBC
A practical look at what actually happens when a client with offshore assets passes away. This session unpacks the administration process, cross-border coordination, and where delays and complications arise. It highlights why early planning and the right structures matter. -
13:15 - Keynote 6: Holistic International Financial Planning in Practice - Speaker: Cobus Kruger, Standard Bank International
This session looks at what it really takes to deliver integrated advice across multiple jurisdictions. It connects technical expertise with real client implementation, helping advisers move from strategy to action. The focus is on making international planning practical and workable. - 13:45 - Key Takeaways and Closing Remarks
- 14:00 - End of the Summit
* Agenda and times are subject to change
OUR AMAZING SPONSORS
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Will I earn CPD points?
YES.
We will once again offer verifiable CPD points.
Total: 3.5 verifiable CPD points, consisting of:
- General: 0 CPD Points
- Technical: 3.5 CPD Points
Approval number: FPI260515156
Your CPD points may be adjusted based on your attendance.
IMPORTANT: CPD is only earned for attending the live event – no CPD will be earned for watching the recordings.
Will the event be recorded?
YES. Recording of the event will be available for 3 weeks after the event, but you will NOT be able to earn CPD for watching the recordings.
TICKETS
Standard Ticket
R 395
On sale from
4 May 2026
Group Tickets
R 365
Bookings for 6 or more people get an automatic 7.5% discount
PROpulsion Members
R 0
PROpulsion members receive complimentary tickets. No need to purchase a ticket.