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Forum Overview

The Forum is an annual meeting for an international group of up to 68 senior and highly experienced practitioners working with HNW & UHNW international families on issues relating to wealth protection and succession, cross-border estates, trusts, and tax law. Participants include legal advisers, trustees, private bankers, and accountants. The format encourages the exploration of common concerns, the exchange of ideas, and strategies to resolve challenges faced by clients. All those invited have approximately 15 – 25 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.

2026 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

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

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.

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.

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Paul Hodgson
Praxis Group Limited St Peter Port, Guernsey, Channel Islands

St Peter Port, Guernsey, Channel Islands

Committee Members

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Alexandra Adrot-Castorina
Cabinet Claire Bonnet Avocats Paris, France

Paris, France

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Iñigo Aguirrezabala
Cuatrecasas Barcelona, Spain

Barcelona, Spain

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Zoë Anderson
Summit Group St Helier, Jersey, Channel Islands

St Helier, Jersey, Channel Islands

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Robert Brodrick
Payne Hicks Beach LLP London, United Kingdom

London, United Kingdom

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Jaime del Valle V.
Fuensalida & DelValle Santiago, Chile

Santiago, Chile

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Kira Egorova
ALRUD Law Firm Moscow, Russia

Moscow, Russia

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Elizabeth A. Kubanik
Sullivan & Cromwell LLP London, United Kingdom

London, United Kingdom

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Matthew McKim
Loeb & Loeb LLP Chicago, United States

Chicago, United States

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Carl A. Merino
Day Pitney LLP New York, United States

New York, United States

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Robert Reymond
Charles Russell Speechlys London, United Kingdom

London, United Kingdom

Forum Directors

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Kristina K. Govan
Senior Vice President, Private Client Programming Cambridge Forums Inc. Toronto, Canada

Senior Vice President, Private Client Programming

Toronto, Canada

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.  
 

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.  
 

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Emily Scott
Vice President, Risk & Regulation Programming Cambridge Forums Inc. Toronto, Canada

Vice President, Risk & Regulation Programming

Toronto, Canada

Emily holds a Bachelor’s Degree in Sociology from Queen’s University. Since joining Cambridge Forums in 2020, she has developed and overseen specialized forums for elite senior professionals navigating complex regulatory landscapes and advancing responsible business practices. Prior to Cambridge Forums, Emily spent a decade as an event manager, orchestrating high-profile fundraisers in Toronto and managing destination weddings worldwide. Her extensive expertise in relationship management and event logistics has been key to delivering exceptional participant experiences. Outside of work, Emily enjoys traveling in search of the ultimate live music experiences, the best ski conditions, world-class golf courses, and exquisite cuisines and wines.

Emily holds a Bachelor’s Degree in Sociology from Queen’s University. Since joining Cambridge Forums in 2020, she has developed and overseen specialized forums for elite senior professionals navigating complex regulatory landscapes and advancing responsible business practices. Prior to Cambridge Forums, Emily spent a decade as an event manager, orchestrating high-profile fundraisers in Toronto and managing destination weddings worldwide. Her extensive expertise in relationship management and event logistics has been key to delivering exceptional participant experiences. Outside of work, Emily enjoys traveling in search of the ultimate live music experiences, the best ski conditions, world-class golf courses, and exquisite cuisines and wines.

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.

STILL UNSURE? Learn why people return year after year

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

Kristina K. Govan

Senior Vice President, Private Client Programming