Welcome to the Private Client Forum Americas 2014 - Bienvenido al Fórum de Clientes Privados las Américas

Private Client Forum Americas

February 5-7, 2014
The Fairmont Sonoma Mission Inn & Spa
Sonoma, California, USA

The Global Citizen

Following on from the hugely successful Private Client Forum Americas in 2013, Legal Week is proud to announce that the 2014 event will be taking place at the stunning Fairmont Sonoma Mission Inn & Spa, Sonoma, California, on February 5-7.

Legal Week Private Client Forum Americas 2014
unites the most senior private client lawyers from North America, Central and South America to address key issues facing private client practitioners. We are delighted to be returning for our second annual forum for the Americas, knowing the incredible seniority and regard that the private client community has in these regions.



This is an event not to be missed and will provide endless opportunities to network and learn from your peers. With representatives from across the globe, this event will bring together the most senior advisors to share their experiences from their jurisdictions.

Set in the heart of the Wine Country in Sonoma Valley, Sonoma County, California, the forum will provide the perfect combination of thought-provoking sessions, together with ample opportunity to meet and network with fellow industry peers, enabling you to build new and existing friendships.

We are privileged to announce that Joshua Rubenstein of Katten Muchin Rosenman will be returning to chair the forum. Joshua is known by many in the private client world to be not only a top level trust and estates lawyer, but a charismatic and extremely influential character who will lead our forum with great expertise. Some of the topics that will be covered include:

  • Catch me if you can... from the inherited to the self-made
  • Religion and custom in the Americas
  • On a search for the new markets - enhancing your due-diligence
  • A move to Switzerland
  • From Solitude to fortitude: Understanding the South American client
  • The Russian Client: Advising the Russian entrepreneur
  • The Perfect Storm: In the beginning there was Liberia
  • Winning the propaganda war - Government vs. offshore trusts
  • Confidentiality and security: Protecting identity and data
  • Family privacy - impact of social media/kidnap
  • The key to any relationship is trust

At Private Client Forum Americas 2014 you'll meet senior lawyers from:
Arizona, Australia, Argentina, The Bahamas, Bermuda, Brazil, California, Canada, Chile, Colombia, Cayman Islands, Ecuador, Florida, France, Hong Kong, Illinois, India, Jersey, Mexico, Mississippi, New York, Panama, Russia, Singapore, South Africa, Switzerland, Texas, United Arab Emirates, United Kingdom, Uruguay, Venezuela.


To confirm your attendance at this unique event, BOOK ONLINE. call Christopher Alvarez on +1 646 736 1839 or email Christopher.Alvarez@incisivemedia.com

On behalf of Legal Week and Joshua, we look forward to welcoming you to Sonoma, California in February, 2014.

Rhiannon Van Ross
Conference producer, Legal Week

Hosted by
Supporting organization
Download conference program
Download sponsorship information