The agenda for Private Client Forum Americas 2025 is meticulously crafted to address the most critical issues and trends in private wealth management. Over three days, industry leaders will guide you through dynamic sessions, insightful discussions, and collaborative debates essential for navigating the complexities of high-net-worth and ultra-high-net-worth advising. Stay tuned for the full agenda, including the lineup of esteemed speakers who will shape the future of the private client sector. Be sure to return soon to explore every detail.

Previous Year’s Agenda: While we finalize the 2025 agenda, take a moment to review last year’s agenda, which featured an array of impactful sessions and thought-provoking discussions. It will give you a glimpse into the calibre of content and the depth of insights you can expect at this year’s event.

Day One: Wednesday 28 February 2024

12:00 - 13:00    Arrival and Lunch

13:05 - 13:15    Welcome Comments from the Co-Chairs
Rachael Reynolds KC, Ogier
Berenice Carrasquedo. BFC Asesores

13:15 - 14:05    Keynote Address: AI and Technology
Daniel Martin Katz, Scientist, Technologist, Professor

14:05 - 14:45    To Improve is to Change: Obligatory Tech Session
Patricia Guerra, MLL Legal
Anita Franklin, McDermott Will & Emery
Daniel Martin Katz, Scientist, Technologist, Professor

14:45 - 15:00    Coffee Break

15:00 - 15:40    What Today’s ‘Trusted Advisor’ Looks Like
Amy Szostak, Northern Trust
Christopher Boyett, Holland & Knight
Ann Bruce-Smith, Conyers

15:40 - 16:20    Private Affairs, Public Interest: Family and Divorce
Rosie Schumm, Forsters
Gretchen Schumann, Rabin, Schumann & Partners
Nancy Murphy, Teitler & Teitler
Santiago Garcia Luque, Garcia Alocer

16:20 - 16:25    Chair Comments

16:25 - 17:25    Roundtable Discussions: Expatriating from the United States: Tax and Estate Planning Considerations
Laura Zwicker, Greenberg Glusker
Ivan Sacks, Withersworldwide

16:25 - 17:25    Roundtable Discussions: Compliance, Asset Protection and Risk Management: When it Goes Wrong
Evelyn Sheehan, Kobre & Kim

16:25 - 17:25    Roundtable Discussions: How to Protect Your Client When Buying Art
Caroline Sayan, Cadell+Co

17:20 - 19:30    Free Time

19:30 - 20:15    Welcome Drinks

20:15 - 22:00    Welcome Dinner

Day Two: Thursday 29th February 2024

08:55 - 09:00    Opening Comments for the Co-Chairs
Rachel Reynolds KC, Ogier
Berenice Carrasquedo, BFC Asesores

09:00 - 10:00    Keynote: Zone of Genius
Lakeshia S. Ekeigwe, CEO & Founder, LeaderThinking

10:00 - 10:40    Protectors: A Blessing or Curse?
Carlos de Serpa Pimentel, Appleby
Gilead Cooper KC, Wilberforce Chambers
Anthony Poulton, Baker McKenzie
Nellie Morgan, Mourant

10:40 - 11:20    Private Client Gone Wrong: The Basics of Litigation Every Planner Should Know
Claire van Overdijk KC, Carey Olsen
Hannes Arnold, Gasser Partner
Lauren Aguiar, Skadden

11:20 - 11:40    Coffee Break

11:40 - 12:20    When Plan B Becomes Plan A
Victor Manuel Barajas Barrera, Basham, Mexico
Eli Akhavan, GHSK Law
Alessandro Amadeu da Fonesca, Mattos Filho

12:20 - 13:20    Roundtable Discussions: Alternative Dispute Resolution for Private Client Matters
Bhavesh Patel, Travers Thorp Alberga
Jessica Williams, Harneys

12:20 - 13:20    Roundtable Discussions: Latin American Mobility Towards Europe
Florentino Carreno, Cuatrecasas
Alberto Brazzalotto, Maisto e Associati
Rogerio Fernandes Farreira, RFF Lawyers

12:20 - 13:20    Roundtable Discussions: Juggling Reputation Management and Legal Issue in the Circus of Sanctions
Robin Rathmell, Kasowitz Benson Torres
Stuart Leach, Stuart Leach Associates

13:30 - 14:30    Lunch

14:30 - 16:30    Leisure Activities
Tequila Tasting or Kayaking

19:00 - 20:00    Drinks Reception

19:00 - 20:00    Gala Diner

Day Three: Friday 1st March 2024

10:20 - 10:25    Opening Comments from the Co-Chairs
Rachael Reynolds KC, Ogier
Berenice Carrasquedo, BFC Asesores

11:10 - 11:50    Family Office Trends
Nicola Saccardo, Charles Russel Speechlys
Jonathan Conder, Stephenson Harwood
Berenice Carrasquedo, BFC Asesores
Paulina Mejia, Fiduciary Trust International

11:50 - 12:00    Closing Comments from the Chairs

12:00 - 13:30    Lunch and Close of Conference