Citywealth Forum USA
Citywealth Forum 2026 – USA Agenda
18th March 2026
Join leading wealth management professionals, private client lawyers, and trust experts at the Citywealth Forum 2026 – USA. Explore global tax, estate planning, family law, and philanthropy in a one-day intensive agenda and bespoke wealth forum.
Citywealth Forum USA Moderator: Jan Hopkins, President at The Jan Hopkins Group
Full Agenda (tentative)
13:00 – 13:30 – Registration
13:30 – 14:15 | Panel 1: Trusts & Investment strategies
Volatile markets, unclear mandates, ESG, sustainability expectations, and demanding beneficiaries. We discuss gold-standard best practices for governance, due diligence, and long-term performance. This will also include defensive investing with market unpredictability considered over a protracted period of time.
Speakers:
- Julie L. Neitzel, Partner/Senior Advisor at WE Family Offices
- Nikita Gibson, Managing Director at Geneva International Insurance
- Paulina Mejia, National Fiduciary Counsel at Fiduciary Trust International
- Robert Macro, Partner – Head of International Private Client at Druces
14:15 – 15:00 | Panel 2: From Bogotá to Buenos Aires: Leading the Conversation on Latin America’s Wealth Evolution
Latin America’s wealth landscape is transforming fast. From new tax regimes and inheritance reforms to rising demand for offshore planning and next-generation governance, families across Colombia, Argentina, and Brazil are rethinking how they preserve, protect, and transfer wealth. We will explore the region and changes for wealth planners.
Moderator:
Speakers:
- Francesca Boschini, Director – Head of International Wealth Planning & Head of Insurance Solutions for the Americas at Deutsche Bank Wealth Management
- Nina Heindel Baumbach, Senior Manager, Tax Services at RSM US
15:00 – 15:30 | Coffee Break & Networking
15:30 – 16:15 | Panel 3: Beyond the Frame: Managing and Transitioning Major Art Collections. When Collecting Outlasts the Collector
And Why Women Often Inherit the Challenge. As lifespans extend—and women increasingly outlive their partners—the responsibility of managing, maintaining, or divesting valuable art collections often falls to widows, daughters, or female heirs. This panel explores the financial, logistical, and legal complexities of stewarding significant art assets, especially in the later stages of life or after a collector’s passing.
Moderator:
Speakers:
- Courtney Christensen, Senior Director, Trusts & Estates at Winston Art Group
- Danielle Amato-Milligan, Philanthropic & Cultural Business Strategist at AmatoMilligan & Associates
- Sherri Cohen, Senior Vice President – Global Head of the Fiduciary Client Group at Sotheby’s
16:15 – 17:00 | Panel 4: The Billion-Dollar Game: Women’s Sport, Celebrity Capital & the Future of Investment
Women’s sport is no longer on the sidelines. It’s on the rise — fast becoming one of the most dynamic and investable areas in global sport. With billion-dollar valuations in sight, the landscape is being shaped by athletes, celebrities, private equity firms, and UHNW investors. This panel explores where the opportunities lie, what’s driving investor confidence, and how legal, digital, and reputational strategies are evolving in tandem. Read our recent article on the sport investment
Speakers:
- Arya S. Rahimian, Managing Director in the Valuation Advisory Services practice at Kroll
- Emily Dreas, Managing Director and the Senior Market Executive for Bank of America Private Bank
- Jess Alden, Partner at Slateford
- Lisa Barksdale, Head of Global Wealth & Investment Management Credit at Bank of America
17:00 – 17:30 – Champagne & networking
17:30 – 18:30 | Citywealth Powerwomen Awards 2026 – USA
Hosted by Jan Hopkins. Jan Hopkins was the President of the Economic Club of New York from 2008–2015. She was the anchor of the daily CNN Financial News show “Street Sweep” from the New York Stock Exchange.
18:30 – 19:30 | Networking drinks reception
Audience participation is encouraged throughout the day. Join the debate, ask questions, and engage with industry leaders.
Read about:
Citywealth Powerwomen Awards – USA
Also read more from our USA editorial
60 seconds with Ronni Davidowitz (Katten Muchin Rosenman, New York)60 seconds with Matthew Sperry (Katten Muchin Rosenman, US private client)
60 seconds with Kathryn von Matthiessen (Katten Muchin Rosenman)
60 seconds with Kevin T. Keen (Katten, Texas private wealth)
60 seconds with Simon Beck (Baker McKenzie, North America Wealth Management)
OBBBA and the global wealth shift — quotes from Joshua Rubenstein (Katten, New York)
Top 15 US Legal Crypto Practitioners
Powerwomen Awards USA 2024 — winners announced (NYC)
Inspiring inclusion at the Powerwomen Awards 2024 (USA feature)
Citywealth Forum USA — event overview (New York, 18 March 2026)
Citywealth Forum USA — speakers
Katten Muchin Rosenman — firm profile & speakers
60 seconds with Francesca Boschini (Deutsche Bank, US cross-border wealth planning)
60 seconds with Philip Teague (Cross Border Financial Planning – US/UK focus)
60 seconds with Nathan Prior (PWM International – US-resident clientele)
60 seconds with Alex Chung (US Tax Partner, Withers, HK/US cross-border)
60 seconds with Michael Lewis (EY – US/UK HNW cross-border tax)
60 seconds with Marilyn McKeever (BDB Pitmans – US-connected estate planning)