Representing an international high net worth client is becoming increasingly complicated, due to regulatory burdens (such as the U.S. Foreign Account Tax Compliance Act) and highly-publicized lawsuits against banks, which have bred mistrust of lawyers and financial advisors. How can law firms and financial institutions obey the rules with a minimum of disruption to clients and to their own businesses? This program will address what the professional advisor and client need to know about the rules before entering into a client relationship, how these rules will affect new business development, how to overcome cultural differences in willingness to share information and expectations of confidentiality, and how to turn new regulatory regimes into a competitive advantage for your firm."
Donna Barwick is Senior Fiduciary Officer at Wilmington Trust.
Evelyn Capassakis works for Price Waterhouse Coopers LLP.
Stephanie E. Heilborn
Stephanie Heilborn, a partner with Fulbright & Jaworski L.L.P.'s Trusts and Estates group in the New York office, has been practicing law for over a decade. She has extensive experience in the implementation of complex tax-planning strategies and international tax and estate planning and has counseled some of the world's wealthiest families and largest financial institutions. Stephanie also assists in the formation of and provision of corporate and tax advice to private foundations and other tax-exempt organizations. She has written and lectured frequently on estate-planning topics and has served as an Adjunct Associate Professor of Law at Brooklyn Law School.
Wayne Pearson is a U.S. Director of International Solutions in the New York office of RBC Wealth Management.