Forum for

International Wealth Advisors

2nd Generation May 12 - 14, 2021 Cascais, Portugal
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Forum

Overview

This Forum is an annual meeting for a select group of 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 in this meeting 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.

2021 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 F. Caffuzzi
    Wealth Advisor
    Latin America

     

    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 Accuro Jersey, Channel Islands
  • Paul Hodgson Butterfield Trust 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

     

    Education

    Graduated from Universidade Presbiteriana Mackenzie, 1991.

    Languages

    Portuguese, English and Italian.

  • Karsten Seidel K&L Gates LLP Frankfurt, Germany

Forum Directors

  • Jessica Baker Ellis Senior Forum Director Cambridge Forums Vancouver, Canada jbaker@cambridgeforums.com M: +1 437 996 7841

    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.

  • Mandy Howarth Associate Forum Director Cambridge Forums Toronto, Canada mhowarth@cambridgeforums.com M: +1 437 216 3124

    Mandy is a graduated law clerk and has experience working within both the legal and oil & gas industry. She was an exchange student in 2006, through Rotary International, to Brazil and is fluent in Brazilian Portuguese. Mandy has returned to Brazil on many occasions to assist in the opening of a private English school and had the privilege to volunteer as a teacher within the school for six months. In her spare time, she enjoys learning other languages and spending time with her dog, Gus.

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.

STILL UNSURE?

Learn why people return year after year

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

Watch Video
Jessica Baker Ellis

Senior Forum Director

Telephone

+1 437 996 7841

Email

jbaker@cambridgeforums.comEmail Jessica

Forum Rescheduled

The Forum for International Wealth Advisors – 2nd Generation has been rescheduled to May 12 – 14, 2021 still at the Grande Real Villa Itália in Cascais, Portugal.

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