Talks
- 'Stewarding Masterpieces,' Withers & Christie's FO event - September 14, 2023, speaker
- 'Beneficial Ownership and Transparency Developments,' STEP BERMUDA Annual Conference - November 2, 2022, panelist
- 'US Developments in Beneficial Ownership Registry, Sanctions and the Potential for Passage of the Enablers Act,' STEP Brazil Branch Meeting - October 26, 2022, speaker
- 'Key Considerations in Setting Up a Family Office,' ABA (RPTE) Presentation - June 29, 2021, speaker
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'Who Should Own and Operate a Family Office and Ideal Structures,' Tamarind Learning Podcast Series - November 10, 2020, speaker
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'Family Office Set-up, Structure, and Compliance,' Tamarind Learning Podcast Series - November 9, 2020, speaker
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'Withers talks: families and family office | Ep 7 - Family offices as direct investors,' Withersworldwide podcast - October 8, 2020, host
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'Withers talks: families and family office | Ep 6 - Sibling rivalries in family businesses,' Withersworldwide podcast - October 1, 2020, host
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'Withers talks: families and family office | Ep 5 - Asset protection for children including trusts and prenups,' Withersworldwide podcast - September 24, 2020, host
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'Withers talks: families and family office | Ep 4 - Moving trusts,' Withersworldwide podcast - September 17, 2020, host
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'Withers talks: families and family office | Ep 3 - Opportunities for planning in a low interest environment,' Withersworldwide podcast - September 10, 2020, host
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'Withers talks: families and family office | Ep 2 - Employment agreements, and incentives for performance and retention,' Withersworldwide podcast - September 3, 2020, host
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'Withers talks: families and family office | Ep 1 - Structuring family offices for tax and investment benefits,' Withersworldwide podcast - August 27, 2020, host
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'Looking Ahead: Identifying opportunities with intra-family loans,' Withersworldwide webinar - June 22, 2020, speaker
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'COVID-19 Update: Economic outlook and the impact of changing travel restrictions and immigration policies,' Webinar with Goldman Sachs and Withersworldwide - May 21, 2020, moderator
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Attitudes to wealth - Family offices and better uses of wealth, Withers London event - September 17, 2019, speaker
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'Global Leaders Forum On Future Directions,' Global STEP Conference, Vancouver - September 2018, panelist
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'Tax reform and the family office', Withers New York event - June 2018, moderator
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'Scaling global - The law of the land', HSBC and Slate Studios podcast - November 2017, speaker
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'The Future of Income and Inheritance Taxation for Wealth Structures in Latin America', 22nd International Trust and Tax Planning Summit, Miami FL - November 2013, panelist
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'360 View of Banking For Latin Clientele', STEP Latin America Annual Conference, Montevideo, Uruguay - October 2013, panelist
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'The Use of International Legal Structures For Family Governance', Itau Unibanco Wealth Across Generations Conference, Sao Paulo, Brazil - September 2013, speaker
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'FATCA Overview and Update on the Latest Issues', STEP Brazil inaugural meeting, Sao Paolo - March 2013, keynote speaker
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'It's Not Your Grandpa's Trust Anymore', NMS Family Office Forum, Palm Beach - March 2013, speaker
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'Around the World in 70 Minutes', STEP Boston and STEP New York - February 2013, speaker