Joshua Rubenstein – Co chair
Katten Muchin Rosenman
Partner and National Chair
Joshua Rubenstein, is the national chair of the Katten’s Private Wealth practice and brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counselling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations.
Karen Jones – Moderator
Editor & CEO
Karen founded Citywealth after a career at News International, The Times, and Sunday Times in the legal, financial and recruitment sections. She also ran the Legalease flagship title Legal Business/Asia Pacific Legal 500, and launched Legal Business Awards and Legal 500 parties. Karen then took over In Brief magazine, where she grew the organisation from a buyout where it had gone bankrupt to a successful £500,000-a-year publishing and events business. Her work as a Citywealth CEO was recognised by four New York Stevie Awards: Women helping women (2014, 2015), Innovator of the year (2015), and Entrepreneur of the year (2015).
Lord Bilimoria CBE DL
Lord Karan Bilimoria is the founder of Cobra Beer, Chairman of the Cobra Beer Partnership Limited, a Joint Venture with Molson Coors. In the Monde Selection, one of the most prestigious quality awards in the world for beer, the Cobra range have collectively been awarded a total of 131 Gold and Grand Gold medals since 2001, making it one of the most awarded beers in the world.
Lord Bilimoria is the Founding Chairman of the UK India Business Council, a Deputy Lieutenant of Greater London, a former Chancellor of Thames Valley University (now the University of West London); he was the youngest University Chancellor in the UK when appointed. Karan was a former Senior Non-Executive Director of the Booker Group now TESCO PLC (2007-2016); he is one of the first two visiting entrepreneurs at the University of Cambridge; he is a founding member of the Prime Minister of India’s Global Advisory Council. In 2006, Karan Bilimoria was appointed the Lord Bilimoria of Chelsea, making him the first ever Zoroastrian Parsi to sit in the House of Lords.
Rothschild & Co
Managing Director, Head of Private Client Wealth Solutions
David Kilshaw is a Managing Director with Rothschild & Co. As Head of Private Client Wealth Solutions, David’s role is to work with Rothschild’s Client Advisers to provide guidance for clients who have complex financial and business requirements and to identify gaps to introduce external lawyers, accountants, trustees etc. A qualified lawyer, before joining Rothschild & Co David was a partner with Rawlinson & Hunter LLP, KPMG and EY where he advised many non-dom clients on all aspects of their tax affairs. When not reflecting on tax, David’s leisure activity is stressing about the results of Manchester City.
Zita Nikoletta Verbényi
The Legacy Atelier™️
Founder & Legacy Aesthete
Zita is the Founder and Legacy Aesthete at The Legacy Atelier™, and the 1st PhD Candidate in Family Legacies bringing Cultural Sciences to enrich Family Business and Family Office research and advisory practices. Zita holds an MA in Philology (Diploma in Comparative Aesthetics in Italian), and a Programme in Cultural Management at ELTE University. She is a Fellow at the Royal Society of the Arts and a Top Recommended Family Business Adviser in 2021 & 2022 by Spear’s 500.
Global Head of Philanthropy Services
Christoph joined Pictet in Geneva after 5 years with UBS first in Zurich, Switzerland then in Los Angeles, USA where he advised and guided wealthy individuals and families in their own philanthropic endeavours.
Prior to becoming a philanthropy advisor, Christoph spent a decade working in the non-profit sector in East Africa, the Middle East, the Caribbean and the UK for organizations such as UNICEF and The Prince’s Charities.
Action for Children
Assistant Director of High Value Fundraising
Ellie Mcleod is the Assistant Director of High Value Fundraising at Action for Children. With over 16 years’ experience in the charity sector, Ellie previously worked for one of the world’s leading international humanitarian organisations for children. Ellie has worked closely with philanthropists across the UK and abroad to maximise their societal impact for children and young people.
Garnham Family Office Services
GFOS is a law firm which specialises in tax and trusts but it also operates a Culture of Care – Family Office Services to guide its clients towards solutions offered by other professionals as and when required. You can check out its network of professionals ‘How to Keep your Money’ published on Spotify and I Tunes. Our vision is to create a Culture of Care; putting our clients first to build – a trusted relationship.
Our founder, Caroline Garnham is a trust lawyer and a fellow of the chartered institute of taxation and has been a leader in the private client industry for the past 30 years. She has a network of contacts and clients of 8,000
Caroline is experienced in identifying problems and finding the right solution for the specific needs of each unique family.
I joined Irwin Mitchell from BDO LLP, where I spent twelve years as a Tax Principal. Before this I spent time at top accountancy firms including Ernst & Young and KPMG.
I have over 20 years’ experience advising high net worth individuals in respect of their UK personal tax affairs. This includes international and offshore tax issues for such individuals, their structures (trusts, offshore corporates) and their businesses both in and outside of the UK.
It also includes advising entrepreneurs, wealthy families and owner managers on all tax matters which impact them from remuneration extraction, business succession and exit strategies (sale of businesses, leaving the UK etc). In addition to advisory services, I also manage tax compliance and reporting obligations for my clients.
Mediator and Strategic Advisor to Families
Arabella Murphy has nearly 25 years’ experience of helping individuals and families from around the world to plan for the future and resolve disharmony. She particularly specialises in finding pragmatic, commercial outcomes.
She qualified as a solicitor in 1996 with Allen & Overy LLP, becoming a partner in 2007. In 2009, she was a founding partner of Maurice Turnor Gardner LLP. As a solicitor, Arabella was consistently ranked in the top tiers of the major directories for her expertise in private wealth planning and dispute resolution. She is a member of STEP and has written or co-authored several books on private wealth topics.
Arabella qualified as a mediator in 2019 with the London School of Mediation.
HSBC Private Bank
Managing Director, Head of Family Governance & Family Enterprise Succession; Family Office Advisory and Head of Philanthropy, HSBC Private Banking, EMEA
Russell leads the services providing family governance, family office advisory, family enterprise and wealth succession, philanthropy and social investment advice to clients across EMEA. This involves working with family businesses and families on the issues surrounding ownership and wealth transition.
Russell is Chair of the London Community Foundation, and until recently had been Chair of the Bell Foundation for 8 years. Russell was previously a Council Member of the European Foundation Centre and Chair of the UK Finance Hub. He has been a Trustee of a several charitable foundations; run the ‘philanthropy offices’ for a number of major philanthropists and held a number of Non-Executive Director positions. These roles have given Russell considerable practical governance experience.
Russell has written numerous articles and spoken at over 150 events on family governance and enterprise succession. He is the author of Family Governance and Surplus Wealth: Sustaining Family Fortunes published in June 2021.
Katten Muchin Rosenman
Matthew Sperry is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise. He believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. Matthew’s client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.
Partner – UK&I Family Office Leader
Family office professional. Advises complex and wealthy families on family office design, transformation, operation and institutionalization. Keen Bristol rugby supporter and youth rugby coach.
David is a partner in the Private Client Services team in London and leads the UK&I Family Office Advisory practice. He is experienced in advising some of the world’s wealthiest families on designing and building single-family offices, as well as benchmarking, reviewing and transforming existing single-family offices and wider organizational structures.
Capital Generation Partners
Khaled is Managing Partner of Capital Generation Partners (CapGen). He acts as the voice of the client within the firm, setting the standards he believes clients deserve. Having managed his own family money, Khaled is an experienced investor and has particular insight into the problems families face when trying to get the best from the investment management industry. Khaled chairs the Client Portfolio Committee which is tasked with making the final decisions on the content of client portfolios and sits on the Asset Allocation, Investment and Risk Committees. Khaled started his career as a strategy consultant at Bain & Company where he specialised in private equity. He has a degree in Law from Oxford University, a Masters in History from Harvard and an MBA (Dean’s List) from INSEAD.
Spring Equity Partners SA
Etienne has over 25 years’ experience in private banking and private equity, as former Limited Partner at Mirabaud Group, investor for his own family office and current co-founder of Spring Equity Partners Ltd, a newly formed Swiss-based investment office providing wealth management services and co-investment opportunities to a select group of large families.
Etienne is also currently active in private equity investments, mainly early stage, and is a board member or chairs several active businesses (finance, agriculture) and charity boards (European historic think tank, architecture, ballet and music), in Switzerland, Europe and United Kingdom. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He’s a music lover and an enthusiastic rider, skier and mountaineer. He lives in London with his wife Andrienne and their two adult daughters.