What Do Changes to the Electoral Map Mean to US and Non-US UHNW Individuals and Family Offices? - 13 October 2020

Host group
Host Left
Hosted by
STEP USA
Event Type
Web Event
Date

Description

The US General Election for President, Vice President and the United States Congress, as well as many state and local government offices, will be held on November. Our Webinar discussion will be subdivided in three segments: First, our panelists will consider the current political environment in Washington, DC, review the Presidential electoral process and the upcoming Senate and House races and key issues. Second, our panelists will review the potential impact of the election on tax policy, particularly as it affects HNW individuals and family offices. Third, the interlocutors (most of whom are non-US policy or professional advisors) will pose questions to our panelists relevant to our overall discussion on the impact of the election on HNW individuals and family offices.


Co- Moderator:

  • Ellen Kratzer, Chair, STEP USA; Managing Director, Fiduciary Trust Company International, New York, NY
  • Alan Winston Granwell, Of Counsel, Holland & Knight LLP, Washington, DC

Panelists:

  • Ray Beeman, Principal and Co-leader, Washington Council Ernst & Young, Washington, DC
  • Adam Hasner, Executive Vice President, Public Policy, The GEO Group, Inc., Boca Raton, FL
  • Ron Klein, Partner, Holland & Knight LLP, Fort Lauderdale, FL | Washington, DC

Interlocutors:

  • Canada: Michael Cadesky, Cadesky & Associates LLP, Vice President, STEP Worldwide, Toronto
  • Israel: Inbal Faibish Wassmer, Partner, Goldfarb Seligman & Co. (Zürich Branch), Tel Aviv, Israel (Invited)
  • Spain: Albert Collado, Partner, International Tax, Garrigues, Barcelona, Spain
  • Switzerland: Martin Naville, Chief Executive Officer, Swiss-American Chamber of Commerce, Zürich 
  • UK: Simon Hodges, Director of Policy, Society of Trust and Estate Practitioners, London, United Kingdom
  • US: Tom Boczar, Senior Managing Director, Strategic Initiatives, Lombard International (USA)

Backgrounds:

Ray Beeman is a Principal and Co-leader, Washington Council Ernst & Young where he provides strategic advice and representation on issues and developments involving tax and budget policy. Prior to joining EY, Mr. Beeman  was Tax Counsel and Special Advisor for Tax Reform with the US House Committee on Ways and Means. He also has served Congress as Legislation Counsel for the Joint Committee on Taxation.

Tom Boczar is Senior Managing Director, Strategic Initiatives, Lombard International. Long recognized as a thought-leader and pioneering practitioner within the interrelated disciplines of tax, hedging and risk mitigation, he assists asset managers, investors and their legal and tax advisors, with examining the mechanics and economics of different investment tools, techniques and structures, and tax implications. He holds an LL.M. in Taxation from New York University School of Law, as well as the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA) designations. 

Michael Cadesky is the founder and managing partner of Cadesky & Associates LLP. Over the past 35 years, Michael has established himself as a thought leader in Canadian and international income tax practice. He is a Co-Founder of The Society of Trust and Estate Practitioners (STEP) Canada, and currently serves as Vice President of STEP Worldwide. 

Albert Collado is a tax lawyer, partner of the Spanish-Latam lawfirm Garrigues. Albert is an expert in international taxation and has been advising for more than 30 years to corporate and private clients in cross-border projects, including M&A and family wealth structuring. His knowledge of international taxation has led him to advise foreign governments in relation to the introduction of tax and regulatory legislation and tax treaty negotiations. He is past co-chair of the Tax Committee of the International Bar Association, a member of the Council of Centro de Estudios Internacionales (Barcelona) and Chairman of the Legal and Tax Committee of the Spanish Association of Executives (AED).

Alan Winston Granwell is a tax attorney with nearly 50 years of experience in the area of international taxation. He counsels both corporate and private clients on cross-border planning, controversy and tax compliance. He is a former International Tax Counsel and Director, Office of International Tax Affairs, U.S. Treasury Department.

Adam Hasner is the Executive Vice President of Public Policy, where his responsibilities include oversight of the organization's state and federal governmental relations initiatives. An attorney, Mr. Hasner served four terms in the Florida Legislature, and was the House Majority Leader from 2007-2010. Mr. Hasner has led policy advocacy initiatives in major economic sectors, to include healthcare, insurance, energy and technology. He also appears regularly as a political commenter on WPBF TV Channel 25 (West Palm Beach).

Simon Hodges is the Director of Policy at STEP, responsible for presenting STEP's views to relevant policymakers around the world. He has nearly 20 years of policy experience, having previously worked for HSBC, Citigate, Rogerson and prior thereto, spent a decade at HM Treasury, where his roles included Head of the Special Advisers Office and Private Secretary to the Council of Economic Advisers.

Ron Klein has worked in the private sector as a business and transactional attorney for over 25 years and in the public sector as an elected official: a State Representative in the Florida House of Representatives and Florida Senate, and as a Congressman, representing Florida's 22nd Congressional District (Broward and Palm Beach Counties).

Ellen Kratzer is the current Chair of STEP USA and a Managing Director of the Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton. At Fiduciary Trust, Ms. Kratzer serves clients in the US, Canada, Europe and Asia and is responsible for maintaining and managing relationships with individuals, families and  advisors  and collaborating with them to find the best solutions for achieving client's goals. She is a graduate of Princeton University and the NYU Stern School of Business (MBA).

Martin Naville is the Chief Executive Officer (since 2004) of the Swiss-American Chamber of Commerce. He is a member of the Board of Directors of Lombard International Assurance SA, Swissquote Group Holding SA and Swissquote Bank Ltd, and Chairman of the Zürich Zoo. Previously, he held various positions at the Boston Consulting Group, most recently as Partner and Director of the Zürich office, and with JP Morgan. He holds a Master’s Degree in Law from the University of Zürich and is a member of the Swiss Advisory Council of the American Swiss Foundation.

Inbal Faibish Wassmer is an Israeli law and tax expert. She is a Partner and the head of the Swiss Branch of the Israeli law firm Goldfarb Seligman & Co. She advises international families and financial institutions in Israel and worldwide on international taxation, trusts, estates, family wealth planning, insurance, philanthropy, financial regulation and immigration. Inbal serves as the vice president of the Switzerland Israeli Chamber of Commerce and as an officer in the IBA Private Client Tax Committee.

Cost group
Event Cost
No cost to STEP USA members
Schedule
12:00 - 13:30 EDT
Register
Contact
Eileen Budd
-
[email protected]
Add to Calendar 2020-10-13 00:00:00 2020-10-13 00:00:00 What Do Changes to the Electoral Map Mean to US and Non-US UHNW Individuals and Family Offices? - 13 October 2020 Description The US General Election for President, Vice President and the United States Congress, as well as many state and local government offices, will be held on November. Our Webinar discussion will be subdivided in three segments: First, our panelists will consider the current political environment in Washington, DC, review the Presidential electoral process and the upcoming Senate and House races and key issues. Second, our panelists will review the potential impact of the election on tax policy, particularly as it affects HNW individuals and family offices. Third, the interlocutors (most of whom are non-US policy or professional advisors) will pose questions to our panelists relevant to our overall discussion on the impact of the election on HNW individuals and family offices. Co- Moderator: Ellen Kratzer, Chair, STEP USA; Managing Director, Fiduciary Trust Company International, New York, NY Alan Winston Granwell, Of Counsel, Holland & Knight LLP, Washington, DC Panelists: Ray Beeman, Principal and Co-leader, Washington Council Ernst & Young, Washington, DC Adam Hasner, Executive Vice President, Public Policy, The GEO Group, Inc., Boca Raton, FL Ron Klein, Partner, Holland & Knight LLP, Fort Lauderdale, FL | Washington, DC Interlocutors: Canada: Michael Cadesky, Cadesky & Associates LLP, Vice President, STEP Worldwide, Toronto Israel: Inbal Faibish Wassmer, Partner, Goldfarb Seligman & Co. (Zürich Branch), Tel Aviv, Israel (Invited) Spain: Albert Collado, Partner, International Tax, Garrigues, Barcelona, Spain Switzerland: Martin Naville, Chief Executive Officer, Swiss-American Chamber of Commerce, Zürich  UK: Simon Hodges, Director of Policy, Society of Trust and Estate Practitioners, London, United Kingdom US: Tom Boczar, Senior Managing Director, Strategic Initiatives, Lombard International (USA) Backgrounds: Ray Beeman is a Principal and Co-leader, Washington Council Ernst & Young where he provides strategic advice and representation on issues and developments involving tax and budget policy. Prior to joining EY, Mr. Beeman  was Tax Counsel and Special Advisor for Tax Reform with the US House Committee on Ways and Means. He also has served Congress as Legislation Counsel for the Joint Committee on Taxation. Tom Boczar is Senior Managing Director, Strategic Initiatives, Lombard International. Long recognized as a thought-leader and pioneering practitioner within the interrelated disciplines of tax, hedging and risk mitigation, he assists asset managers, investors and their legal and tax advisors, with examining the mechanics and economics of different investment tools, techniques and structures, and tax implications. He holds an LL.M. in Taxation from New York University School of Law, as well as the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA) designations.  Michael Cadesky is the founder and managing partner of Cadesky & Associates LLP. Over the past 35 years, Michael has established himself as a thought leader in Canadian and international income tax practice. He is a Co-Founder of The Society of Trust and Estate Practitioners (STEP) Canada, and currently serves as Vice President of STEP Worldwide.  Albert Collado is a tax lawyer, partner of the Spanish-Latam lawfirm Garrigues. Albert is an expert in international taxation and has been advising for more than 30 years to corporate and private clients in cross-border projects, including M&A and family wealth structuring. His knowledge of international taxation has led him to advise foreign governments in relation to the introduction of tax and regulatory legislation and tax treaty negotiations. He is past co-chair of the Tax Committee of the International Bar Association, a member of the Council of Centro de Estudios Internacionales (Barcelona) and Chairman of the Legal and Tax Committee of the Spanish Association of Executives (AED). Alan Winston Granwell is a tax attorney with nearly 50 years of experience in the area of international taxation. He counsels both corporate and private clients on cross-border planning, controversy and tax compliance. He is a former International Tax Counsel and Director, Office of International Tax Affairs, U.S. Treasury Department. Adam Hasner is the Executive Vice President of Public Policy, where his responsibilities include oversight of the organization's state and federal governmental relations initiatives. An attorney, Mr. Hasner served four terms in the Florida Legislature, and was the House Majority Leader from 2007-2010. Mr. Hasner has led policy advocacy initiatives in major economic sectors, to include healthcare, insurance, energy and technology. He also appears regularly as a political commenter on WPBF TV Channel 25 (West Palm Beach). Simon Hodges is the Director of Policy at STEP, responsible for presenting STEP's views to relevant policymakers around the world. He has nearly 20 years of policy experience, having previously worked for HSBC, Citigate, Rogerson and prior thereto, spent a decade at HM Treasury, where his roles included Head of the Special Advisers Office and Private Secretary to the Council of Economic Advisers. Ron Klein has worked in the private sector as a business and transactional attorney for over 25 years and in the public sector as an elected official: a State Representative in the Florida House of Representatives and Florida Senate, and as a Congressman, representing Florida's 22nd Congressional District (Broward and Palm Beach Counties). Ellen Kratzer is the current Chair of STEP USA and a Managing Director of the Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton. At Fiduciary Trust, Ms. Kratzer serves clients in the US, Canada, Europe and Asia and is responsible for maintaining and managing relationships with individuals, families and  advisors  and collaborating with them to find the best solutions for achieving client's goals. She is a graduate of Princeton University and the NYU Stern School of Business (MBA). Martin Naville is the Chief Executive Officer (since 2004) of the Swiss-American Chamber of Commerce. He is a member of the Board of Directors of Lombard International Assurance SA, Swissquote Group Holding SA and Swissquote Bank Ltd, and Chairman of the Zürich Zoo. Previously, he held various positions at the Boston Consulting Group, most recently as Partner and Director of the Zürich office, and with JP Morgan. He holds a Master’s Degree in Law from the University of Zürich and is a member of the Swiss Advisory Council of the American Swiss Foundation. Inbal Faibish Wassmer is an Israeli law and tax expert. She is a Partner and the head of the Swiss Branch of the Israeli law firm Goldfarb Seligman & Co. She advises international families and financial institutions in Israel and worldwide on international taxation, trusts, estates, family wealth planning, insurance, philanthropy, financial regulation and immigration. Inbal serves as the vice president of the Switzerland Israeli Chamber of Commerce and as an officer in the IBA Private Client Tax Committee. 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