Cambridge Forum for

International Wealth Advisors

2nd Generation May 12 - 14, 2025 Surrey, United Kingdom
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The Forum is an annual meeting for up to 74 of the top 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. All those invited have at least 15 years of relevant experience.

In 2023, the Forum for International Wealth Advisors – 2nd Generation celebrated its 10-year anniversary. The video below highlights the meeting’s first 10 years, and pays tribute to the participants, Steering Committee members, and Committee Co-Chairs who have contributed to the development of the Forum community over this time.

2025 Steering Committee

This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.

Committee Co-Chairs

  • Claudia F. Caffuzzi JP Morgan Private Bank New York, United States

    Claudia Caffuzzi is a Vice Chairman and Managing Director of JPMorgan Private Bank. She is the Practice Leader for the International Wealth Advisory Group and the Latin America Wealth Advisory Group. As a Wealth Advisor, she advises individuals regarding estate and trust planning (covering both local and crossborder topics) and related transfer tax and income tax matters. She focuses primarily on clients in Mexico. Prior to joining JPMorgan, Claudia practiced law with the firm Cadwalader, Wickersham & Taft, concentrating in U.S. and international trust and estate planning. She served as a judicial clerk for the Honorable Oliver Seth on the Tenth Circuit Court of Appeals. Claudia received a B.A. from Connecticut College, a J.D. from University of Southern California Law School and an L.L.M in Taxation from New York University School of Law. Claudia regularly speaks at international trust and estate planning conferences on a variety of Latin American tax planning topics.

  • Paul Hodgson Guernsey Financial Services Commission St. Peter Port, Guernsey, Channel Islands

Forum Director

  • Kristina K. Govan Senior Vice President, Private Client Cambridge Forums Toronto, Canada [email protected] M: +1 416 575 5574

    Kristina is a graduate of the University of Toronto and is accredited as a Certified Meeting Professional (CMP), a globally recognized badge of excellence in the meeting and event industry. Prior to joining Cambridge Forums, Kristina worked for the Toronto International Film Festival where she successfully planned and hosted events for high-level donors, corporate clients and film stars. Outside the office, Kristina is passionate about learning new things, being outdoors, trying new cuisines and exploring the world one country at a time.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders who advise international HNW/UHNW families.


Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Watch Video
Kristina K. Govan

Senior Vice President, Private Client


+1 416 575 5574


[email protected]Email Kristina

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