Cambridge Forum for

International Wealth Advisors

2nd Generation May 15 - 17, 2024 Cascais, Portugal
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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. All those invited have at least 15 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.

2024 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

  • 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.

  • Paul Hodgson St. Peter Port, Guernsey, Channel Islands

    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.

Committee Members

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 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.

Watch Video
Kristina K. Govan

Senior Forum Director

Telephone

+1 416 818 3724

Email

[email protected]Email Kristina

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