Dates: April 27 - 29, 2022
Location: Hampshire, United Kingdom
This Forum is an annual meeting for a select group of 48 preeminent legal advisors, trustees, private bankers and CPAs, who advise HNW & UHNW international families on estates, trusts and tax law, to explore common concerns, exchange ideas and resolve challenges faced on behalf of clients.
Using candid, seminar-style discussion, the group identifies trends and developments in their varied jurisdictions for meaningful dialogue on the most interesting and provocative issues of the day.
This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Christopher Potter was born in Geneva, Switzerland, and was educated in England and France. He has an LLB from King’s College London as well as a Master of Law degree and a DEA post-graduate degree from the University of Paris-Sorbonne.
Chris was formerly a tax partner with Jones Day’s Paris office, specialising in French and international taxation, cross-border investments and leveraged acquisitions. He also advised clients on real estate investments and the formation and structure of investment funds. Chris has extensive experience in the international taxation issues faced by high net wealth individuals, including the taxation of trusts in France.
Chris is currently senior counsel at SETE in Geneva.
Kathryn McCarthy has extensive, worldwide experience managing the financial affairs of wealthy families and individuals, and for the last 15 years has acted as an independent advisor to families and family offices. She advises families on a variety of issues relating to their family offices, governance and organizational needs, including:
In addition to her advisory work, Ms. McCarthy serves on family office boards of directors, private trust company boards, investment committees and protector structures of global families. She is a director of The Rockefeller Trust Company, N.A., serving also on its audit committee.
Ms. McCarthy is a frequent lecturer on these topics and those related to the structure, management and governance of family offices, family investment companies, private trust companies, and global family protectorships and trusteeships.Her industry participation includes both global family office/family business forums and associations as well as lecturing at academic institutions such as Columbia University and New York University Graduate Business Schools in New York and Imperial College in London.
Ms. McCarthy is a member of the board of directors of SEI Investments (NASDAQ: SEIC). Is the lead independent director and serves on the audit, nominating and compensation committees. She is an advisory director of Silver Lane Advisors, an investment banking boutique in New York City.
Ms. McCarthy is on the editorial advisory board of Trusts & Estates magazine. Her not-for-profit activities include serving as a Trustee of the Greenacre Foundation founded by a member of the Rockefeller family to operate Greenacre Park on the east side of Manhattan and to support other green spaces and community parks in Manhattan.
Prior to advising family offices, Ms. McCarthy founded and managed family offices. She was the founding President of Marujupu, LLC, the family office of the Sulzberger Family (The New York Times Company), and started the multigenerational family office. She was also a member of the board of directors, the investment committee, and the manager of the Sulzberger Foundation.
Ms. McCarthy was a managing director, a member of the management committee,and the Director of Client Advisory Services at Rockefeller & Co., Inc.Prior to this role, she was the Senior Financial Counselor at Rockefeller & Co., Inc., where she advised members of the Rockefeller and other families on asset allocation, personal financial planning and strategic wealth management.
Earlier in her career, Ms. McCarthy was the President and co-founder of a wealth advisory firm in New York City and began her professional career in the personal financial planning division of Donaldson Lufkin & Jenrette, Inc. and Alliance Capital Management Corp.
Ms. McCarthy holds an M.B.A in Finance from New York University’s Graduate School of Business Administration, and a J.D. (with honors) from New York Law School. She earned her B.A. from Rosemont College.
Executive Vice Chairman
Sequent (U.K.) Ltd
Paul is Executive Vice Chairman of Sequent (U.K.) Ltd (formerly Rothschild Trust) and former Co-Chair of Baker McKenzie’s Global Wealth Management Practice. Paul specialises in family wealth succession issues. He graduated from Cambridge University and INSEAD
(MBA). He completed an Islamic Law Diploma at the Islamic College. He received STEP’s 2012 Lifetime Achievement Award.
Address: Sequent (U.K.) Ltd, 1 King William Street, London EC4N 7AF, United Kingdom
Telephone: +44 (0) 20 3196 1299
Charmaine Tucker is the President and CEO of Lombard Odier Trust (Bermuda) Limited. She has extensive experience in complex, diverse and multi-jurisdictional structures with ultra-high net worth clients and an in-depth understanding of the trust business. She is also a frequent panelist at high-profile events on the issues facing the wealth management industry today.
Charmaine is Chairman of the International Trust Companies Association of Bermuda, a member of the International Women’s Forum (IWF) Bermuda, Bermuda Association of Licensed Trustees, and of the Steering Committee of the International Wealth Forum. Previously, she was a director of the Association of Bermuda International Companies (ABIC). She is also a member of the Board of Governors of Somersfield Academy and The Bermuda College.
Charmaine is a Barrister and Attorney and is a member of Gray’s Inn. She was called to the Bar of England and Wales and the Bar of Commonwealth of the Bahamas in 1997 and to the Bermuda Bar in 2000.
Jessica has a Bachelor’s Degree from McMaster University in Art History, Criticism and Conservation. A seasoned event and marketing manager, she has executed live engagements globally in the legal, technology, financial, not-for-profit and consumer products industries for many of the world’s leading organizations. Prior to joining Cambridge Forums, Jessica worked in conference management, specializing in executive events for C-Suite executives, Board members and VIP clients. A fluid communicator, Jessica utilizes her leadership skills and passion for creating flawless participant experiences as a Forum Director, focusing on programs in private wealth and antitrust. A food & wine aficionado, Jessica is also accredited with the Wine and Spirit Education Trust (WSET) Level 2 Award in Wine & Spirits. When she’s out of the office, Jessica enjoys hot yoga, skiing and travel.
Built on genuine interactions and spontaneous connections, the Forum is the premier gathering for preeminent advisors to international HNW/UHNW families.
"The Wealth Advisors Forum is a gathering of some of the world’s most outstanding wealth management professionals where ideas are considered and exchanged in an open and collegial manner. There is no better environment to share common professional challenges and concerns."Glenn G. Fox Partner, Wealth Management/Tax Baker McKenzie LLP New York, United States
"Very Special. A meeting place for professionals with different backgrounds and nationalities who are pursuing the common goal of providing the best advice to their clients – highly recommended. Invitation of qualified practitioners guarantees the quality of the conference."Chris Potter Group General Counsel SETE SA Geneva, Switzerland
“A select group of experts in complementary areas (such as tax, trust business, etc) debating on current and practical issues relating to private wealth word, all in a very friendly and courtious [sic] atmosphere. Great forum.”Chokri Bouzidi Head of Tax Praxio Tax & Legal L.P. Luxembourg