Venue
TBA
TBA, Cascais, Portugal

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Event Date Wed Sep 29 WEST - Fri Oct 1 WEST (9 months ago)
In your timezone (EDT): Wed Sep 29 12:00pm - Fri Oct 1 12:00pm
Location TBA
Cascais, Portugal
Region EMEA
Details

This Forum is an annual meeting for no more than 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.

Speakers

2021 Speakers

CO-CHAIRS:

Daniel Bader
Bรคr & Karrer AG

Jennifer Smithson
Macfarlanes LLP

SPEAKERS:

Claudia F. Caffuzzi
JP Morgan Private Bank

Kira Egorova
ALRUD Law Firm

Inbal Faibish Wassmer
Goldfarb Seligman & Co.

Michael Giraud
Head of Fiduciary Services, Jersey, Standard Bank Offshore Trust Company Jersey Limited

Paul Hodgson
Deputy Group Head of Trust, Butterfield Trust

Kevin Lee
Stephenson Harwood

Carl A. Merino
Day Pitney LLP

Marcelo Trussardi Paolini
L.O. Baptista Advogados

Karsten Seidel
K&L Gates LLP