Talks
- 'What is the corporate transparency act?,' The JWE virtual seminar - November 21, 2023, speaker
- 'International Commercial Real Estate Investment,' Withersworldwide webinar - October 11, 2023, co-presenter
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'Tax Considerations for U.S. Inbound Business Activities,' USA Branch of the International Fiscal Association, Westchester/CT Regional Event - October 12, 2023, moderator
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'How is family wealth owned and governed?,' Columbia Business School, Family Enterprise and Wealth, September 19, 2022, visiting lecture
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'The Role of the Family Office for UNHW Families,' 14th Annual STEP Los Angeles International Trust and Estate Planning Forum - May 6, 2022, co-presenter
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'Global Families in Flux,' 14th Annual STEP Los Angeles International Trust and Estate Planning Forum - May 5, 2022, co-presenter
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'5 Best Practices for World-Class Family Offices,' Family Office Association - April 5, 2022, interview
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'A US Tax Lawyer's Perspective on EU Tax Havens,' Yale University, the Euro Crisis (Political Science, Sociology, and Modern Greek Studies) Spring Semester - March 17, 2022, visiting lecture
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'Wine Calling: Strategies for investing in US wineries,' Withers presentation for select Italian clients - January 27, 2022, co-presenter
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'Supporting the Family Enterprise: Pre-emptive Planning to Address Threats to the Family Ecosystem,' Family First Institute (FFI) Global Conference 2021 - October 18, 2021, co-presenter
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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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'Operating the Family Limited Partnership,' ABA Section of Real Property, Trust and Estate Law webinar, October 27, 2020, co-presenter
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'Trust & Estate Law webinar: Operating the Family Limited Partnership,' webinar to ABA Section of Real Property - October 27, 2020, co-presenter
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'Checklist 2020: Income tax planning for any outcome,' Withersworldwide webinar - October 21, 2020, co-presenter
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'Family Office Summit: Structuring a New Family Office in the US and Challenges in Advising Existing Multinational Families,' webinar to STEP NY - October 20, 2020, co-presenter
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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, speaker
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'Family Governance: Generational Continuity through Risk Mitigation, ABA Section of Real Property,' Trust & Estate Law's 32nd Annual CLE Conference - May 14, 2020, co-presenter
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'Tax and Estate Planning for the Family Business,' Columbia University Business School, Family Business Management - April 20, 2020, visiting lecture
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'Planning for Investment into the United States,' __ ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Planning for the Business Owner: U.S. Clients Who Own Non-U.S. Business Interests,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Cross-Border Case Study,' STEP Wyoming International Estate Planning Conference - September 21, 2019, co-presenter
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'Avoiding Fiduciary Litigation in the Age of Technological and Digital Transformation,' Robins Kaplan LLP Wealth Planning, Administration, and Disputes Group, The Future of the Fiduciary - September 12, 2019, panelist
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'Family Forum - Stories from the Front Lines: Dynamic Estates,' New York State Bar Association, Family Governance Symposium - July 15, 2019, co-presenter
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'Essentials of Family Offices for the Estate Planner - A Primer on Functions, Structures, and Related Issues' at the 53rd Annual Heckerling Institute on Estate Planning by the University of Miami School of Law - January 17, 2019, co-presenter
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‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,' Columbia University Business School, Family Business Management - November 13, 2018, visiting lecture
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'Family Office Operations 2018: New Ideas and the Evolving Landscape of Taxation,' Citi Private Bank - May 3, 2018, co-presenter
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'Tax reform and the family office', Withers New York and Greenwich event - June 2018, speaker
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'5th Annual Family Business School Conference-Family Office Panel,' Columbia Business School - February 9, 2018, moderator
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'US Tax Reform,' STEP Canada/STEP USA Webcast - January 19, 2018, panelist
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'Interactive round table discussion', STEP International Estate Planning Conference Wyoming - September 15-16, 2017, moderator
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'Greek Family Firms: Exploring the Logic and Dynamics of the International Shipping Enterprise' Yale University, The MacMillan Center, Hellenic Studies Program, with Elian Kulukundis, May 2017
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'Encouraging Engaged Ownership through Legal Architecture,' International Association of Attorneys for Family-Held Enterprises ("AFHE"), Miami, FL, April 27. 2017