Forum for

International Wealth Advisors

2nd Generation May 10 - 12, 2023 Rome, Italy
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Forum

Overview

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. Participants are within the age cohort of late-40s to early-60s.

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.

2023 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

  • Alexandra Adrot-Castorina Cabinet Claire Bonnet Avocats Paris, France
  • 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

    Michael is the Head of Fiduciary Services for Standard Bank Offshore Trust Company Jersey Limited and leads a team of highly qualified and experienced trust professionals. He joined Standard Bank from the Accuro Group where he was both a director and shareholder of the business. Whilst at Accuro Michael headed a large team that was responsible for the establishment and ongoing management of large complex dynastic structures for families with a focus on Africa, the Middle East, the UK and North America. Prior to working at Accuro he worked at RBC Wealth Management in their trust businesses in Jersey and Cayman. Whilst at RBC he focussed on African, North American, European and UK connected families.

     

    He has particular experience working with structures holding residential and commercial property, large complex investment portfolios, directly held private equity and family companies.

     

    Michael was educated in South Africa and England. He has a BA (Hons) in Business Studies, is a Fellow of the Association of Certified Chartered Accountants and is a full member of the Society of Trust and Estate Practitioners. He has been named as a Top 35 Under 35 on multiple occasions by PAM Insight, he has been named as a Future Leader by City Wealth and a has been recommended as a trustee by the Global Elite published by Legal Week. Michael regularly drafts articles for industry specific publications and speaks English and French.

  • Paul Hodgson Butterfield Trust St. Peter Port, Guernsey, Channel Islands
  • 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 Director

  • Kristina K. Govan Senior Forum Director Cambridge Forums Toronto, Canada [email protected] 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.

STILL UNSURE?

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

Telephone

+1 416 818 3724

Email

[email protected]Email Kristina

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