Talks

  • "How is family wealth owned and governed?" Columbia Business School, Family Enterprise and Wealth, September 19, 2022, visiting lecture

  • "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

  • "Global Families in Flux," 14th Annual STEP Los Angeles International Trust and Estate Planning Forum - May 5, 2022, co-presenter

  • "5 Best Practices for World-Class Family Offices," Family Office Association - April 5, 2022, interview

  • "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

  • "Wine Calling: Strategies for investing in US wineries," Withers presentation for select Italian clients - January 27, 2022, co-presenter

  • '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

  • 'Who Should Own and Operate a Family Office and Ideal Structures,' Tamarind Learning Podcast Series - November 10, 2020, speaker

  • 'Family Office Set-up, Structure, and Compliance,' Tamarind Learning Podcast Series - November 9, 2020, speaker

  • 'Operating the Family Limited Partnership,' ABA Section of Real Property, Trust and Estate Law webinar, October 27, 2020, co-presenter

  • 'Trust & Estate Law webinar: Operating the Family Limited Partnership,' webinar to ABA Section of Real Property - October 27, 2020, co-presenter

  • 'Checklist 2020: Income tax planning for any outcome,' Withersworldwide webinar - October 21, 2020, co-presenter

  • '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

  • 'Withers talks: families and family office | Ep 1 - Structuring family offices for tax and investment benefits,' Withersworldwide podcast - August 27, 2020, speaker

  • '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

  • 'Tax and Estate Planning for the Family Business,' Columbia University Business School, Family Business Management - April 20, 2020, visiting lecture

  • 'Planning for Investment into the United States,' __ ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist

  • '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

  • 'Cross-Border Case Study,' STEP Wyoming International Estate Planning Conference - September 21, 2019, co-presenter

  • '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

  • 'Family Forum - Stories from the Front Lines: Dynamic Estates,' New York State Bar Association, Family Governance Symposium - July 15, 2019, co-presenter

  • '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

  • ‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,' Columbia University Business School, Family Business Management - November 13, 2018, visiting lecture

  • 'Family Office Operations 2018: New Ideas and the Evolving Landscape of Taxation,' Citi Private Bank - May 3, 2018, co-presenter

  • 'Tax reform and the family office', Withers New York and Greenwich event - June 2018, speaker

  • '5th Annual Family Business School Conference-Family Office Panel,' Columbia Business School - February 9, 2018, moderator

  • 'US Tax Reform,' STEP Canada/STEP USA Webcast - January 19, 2018, panelist

  • 'Interactive round table discussion', STEP International Estate Planning Conference Wyoming - September 15-16, 2017, moderator

  • '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

  • 'Encouraging Engaged Ownership through Legal Architecture,' International Association of Attorneys for Family-Held Enterprises ("AFHE"), Miami, FL, April 27. 2017