Forum for

International Wealth Advisors

2nd Generation May 11 - 13, 2022 Surrey, United Kingdom
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The Forum is an annual meeting for up to 76 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. Participants are within the age cohort of 40s to mid-50s.

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.

2022 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 Members

  • 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.

  • Kira Egorova ALRUD Law Firm Moscow, Russia
  • Inbal Faibish Wassmer Goldfarb Seligman & Co. Tel Aviv, Israel & Zürich, Switzerland
  • Michael Giraud Standard Bank Offshore Trust Company Jersey Limited St. Helier, Jersey, Channel Islands
  • Paul Hodgson Butterfield Trust St. Peter Port, Guernsey, Channel Islands

    Paul Hodgson is Managing Director of Butterfield Trust (Guernsey) Limited and a member of the Butterfield Group’s Trust Executive Committee. In his role as Managing Director Paul is responsible for all aspects of the day-to-day running of the Guernsey team of approximately 120 staff. Paul continues to be involved with a small number of key client relationships and is in regular contact with advisers to these clients. He also maintains contact with a large number of other professionals particularly in Europe and Asia. Paul is a Chartered Accountant, Trust and Estate Practitioner and Fellow of the Chartered Institute for Securities and Investments.

    Paul regularly speaks and acts as chairman at industry conferences. He is also Chairman of the Guernsey Association of Trustees and Deputy Chairman of the Guernsey International Business Association.


    Since 2009 Paul has been named in the Top 20 Leading Trustees in the Citywealth Leaders List. Paul has recently been named on Who’s Who Legal: Private Client Guide and was also recognized in Legal Week’s Private Client Global Elite 2019 directory as a top practitioner. In 2020, Paul has again been included in the private client 50 Most Influential list.

  • Kevin Lee Stephenson Harwood Hong Kong
  • Carl A. Merino Day Pitney LLP New York, United States
  • Marcelo Trussardi Paolini L.O. Baptista Advogados São Paulo, Brazil

    Advises individuals, families and family-controlled groups, in succession plannings, asset allocation, adoption of good practices of corporate governance, corporate and tax matters, M&A. General consultancy related to Family Law and Succession Law.


    Awards and Recognitions

    • Ranked as one of the 250 Private Client “Global Elite” Lawyers advising Ultra High Net Worth Individuals – Legal Week – 2018 and 2019
    • Recognized by Chambers HNW 2018, 2019 and 2020, as Leading Individual in Brazil assisting High Net Worth Individuals
    • Leading Private Client Lawyer in Brazil – Who’s Who Legal 2018 and 2019
    • Thought Leader – Private Client – Brazil – Who’s Who Legal 2020
    • Ranked as Excellent Lawyer in Private Wealth, by Leader’s League 2020



    Graduated from Universidade Presbiteriana Mackenzie, 1991.



    Portuguese, English and Italian.

  • Karsten Seidel K&L Gates LLP Frankfurt, Germany

Forum Director

  • Kristina K. Govan Senior Forum Director Cambridge Forums Toronto, Canada M: +1 416 818 3724

    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 genuine interactions and spontaneous connections, the Forum is a unique opportunity for practical discussions & creating connections among a global group of leading advisors to 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 Forum Director


+1 416 818 3724


kgovan@cambridgeforums.comEmail Kristina

COVID-19 Precautions

The Forum for International Wealth Advisors – 2nd Generation is scheduled to take place from May 11 – 13, 2022 at Pennyhill Park in Surrey, United Kingdom. Please see our COVID-19 Precautions page for details on our commitment to safety.


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