Cambridge Forum for International Wealth Advisors _{2nd Generation}

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, Deputy Group Head of Trust at Butterfield is primarily responsible for nurturing and enhancing Butterfield Trust’s relationships with both clients and advisors, alongside offering first-class technical advice, particularly in relation to structures for wealth and succession planning. Paul joined Butterfield in 1998 after 10 years of working with KPMG in Australia, London and Hong Kong. He is a Fellow of the Chartered Institute of Accountants, Australia and New Zealand, a Trust and Estate Practitioner and a Fellow of the Chartered Institute for Securities and Investment. Paul is Chairman of the Guernsey International Business Association (GIBA) and immediate past Chairman of the Guernsey Association of Trustees (GAT) and remains on the Committee. He received the STEP Founders Award in 2016 for his extraordinary service and contribution to STEP Worldwide.