Navigating Control in Family Business Succession – Bahrain | Finance Events in Jersey, CI

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Jersey Finance is proud to partner with STEP Arabia to co-host a breakfast roundtable event in Bahrain in October 2025.

The event, led by Faizal Bhana, Director – Middle East, Africa, Jersey Finance, Danielle McIver, STEP Bahrain and Tom Kimber, STEP Arabia, will focus on the structuring of ‘control’ in family enterprise’s succession planning.

The discussions will consider the legal, operational, governance, financial, tax, and investment considerations for family enterprises when succession planning, all within the context of the family maintaining and exercising ‘control’. This will all be from a Bahrain, GCC, and UK-Jersey perspective.

This exclusive breakfast roundtable event will feature a first-class line-up of experts from Bahrain, the wider Gulf region and further afield.

Our invitation-only event is aimed at the Bahrain, Gulf region and international professional advisory communities, as well as key stakeholders with expertise in family enterprises in Bahrain.

For more information about this event, please contact our events team.

Speakers

Faizal BhanaDirector – Middle East, Africa and India, Jersey Finance

Profile

Danielle McIver Chief Product Officer, The Family Office

Danielle is Chief Product Officer at The Family Office, which includes legal structuring products. The Family Office is an investment firm headquartered in Manama, and as part of Daniell’s role she supports firm clients with Wealth Planning Assessments and guidance on structuring and other legal matters associated with wealth, governance and succession planning.

Tom KimberAssociate Director - Institutional Capital Services, JTC

Tom has extensive experience guiding clients and their advisors through the effective development, establishment and administration of a wide range of fiduciary structures in and from the UAE. He joined JTC in 2024 as part of the FFP acquisition, prior to which he worked across a variety of roles within independent trust companies, private banks and a family office, in London, the Channel Islands and the UAE. Since relocating to the UAE from Guernsey in 2016, Tom has worked for global financial services providers who have a presence in the GCC, covering operational and business development roles. Tom serves as CPD Officer on the STEP Arabia Branch Committee.

Event Partners

STEP Arabia

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In 2003, two STEP members met in Dubai and the following year STEP Arabia launched with handful of members. Now there are more than 90 members located in the UAE, Bahrain, Oman, Jordan and Saudi Arabia, including 20 student members working towards STEP’s International Foundation Certificate and International Diploma. STEP Arabia members have been involved in the development of the Dubai, Bahrain and Qatar trust laws and the family office framework in the Dubai International Finance Centre (DIFC).

STEP Arabia seeks to address key issues that are faced by private investors of the United Arab Emirates when conducting personal investments. Investors located in the GCC (Gulf Council Countries) have invested more than $1 trillion of private money in overseas markets; STEP Arabia seeks to educate investors on the significance of careful estate and trust planning.