International Wealth Advisors 2021 | Cambridge Forums Inc. | 29 September 2021 | TBA, Cascais, Portugal
Venue
TBA
TBA, Cascais, Portugal
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| Event Date |
Wed Sep 29 WEST - Fri Oct 1 WEST (about 3 years ago)
In your timezone (EST): 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
Bär & 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