Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at a multi-family office. Rosalyn has a particular interest in financial regulation, and financial policy work alongside ESG, diversity and inclusion and she regularly writes and speaks on these matters.

Rosalyn is a non-executive director of Abdrn Smaller Companies Income Trust plc, Artorius Wealth Ltd,   Lanware Ltd  and Greengage Global Holding ltd. Chairman of the Milltrust International Advisory Council, sponsor of the Climate Impact Asia fund. Additionally, she is a member of the Chartered Institute of Securities and Investment Integrity and Ethics Committee, a member of the Advisory Council to Black Women in Asset Management and an Associate fellow Said Business School, Oxford University.

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family offices and entrepreneurs – delivering propositions for growth. She works extensively with World Bank/IFC across EMEA, building financial capacity to drive female SME growth and gender financial inclusion. In addition to her consultancy, she also runs a ‘property private client office’. Prior to setting up her businesses, she held senior roles at ABN AMRO, Asia, JWT HK and was an Associate, IBM e-business fs consultant, EMEA.

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.

Seb’s expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Seb is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences and is on the editorial board of WealthBriefing.

David is responsible for Julius Baer’s business in the UK and Republic of Ireland. He is a director of the board of Julius Baer International Limited. He joined Julius Baer from Merrill Lynch International Wealth Management UK when the business was acquired in 2013. In the previous 14 years at Merrill Lynch, he held a number of roles, originally joining the business as an associate financial advisor. He sits on the British Museum Chairman’s Advisory Board.

Chris Fisher is chief executive of Multrees, a business formed in 2010 to provide independent and un-conflicted custody, trading and administration services to independent asset managers. Chris has over 25 years’ experience in asset servicing and wealth management, and the Multrees business provides services to a number of firms managing in excess of £12 billion in private client investment assets.

I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I drive our international strategy, mission and vision. I am also advising clients on estate planning, taxation, philanthropy and trusts, with the objectives of protecting their families and their wealth whilst supporting their positive contribution to the world. I am the treasurer of the Swiss Philanthropy Foundation, an independent hosting foundation based in Switzerland encouraging charitable giving by creating and managing philanthropic funds. I also sit on the board of the Fondation Pacifique, a Swiss foundation whose missions are to promote greater understanding of human impact on the oceans and to raise awareness of related issues concerning sustainable development. My qualifications include a master’s degree in Law from Catholic University of Louvain (Belgium), Magna Cum Laude. I was awarded a European Community Scholarship at University Complutense of Madrid (Spain). I am also a Member of the Society of Trust and Estate Practitioners (TEP) and a former Vice-President of the Swiss Association of Trust Companies. I am an enthusiastic knight of the “Confrérie des Chevaliers du Tastevin” in Burgundy, a keen skier and
love to spend time in the Swiss mountains with my family. I speak French, English, Spanish and Dutch.

Ross Jennings is head of sales and relationship management for RBC Wealth Management. Based in London, Ross is part of RBC Wealth Management’s International Operating Committee and leads the sales and relationship management team in the UK. Before joining RBC Wealth Management in 2010, Ross began his financial services career in 2001 as a sector analyst and discretionary portfolio manager for private clients at HSBC Investment Management.

He entered the wealth management field in 2005 at HSBC Private Bank, focusing on high net worth UK residents based in London, before moving to Barclays Wealth in 2007.

A graduate of ESCP Europe, Vincent Lecomte held several positions in the consulting field before joining Paribas’ securities services business in France in 1992. He then moved to Germany, where he spent three years as head of the securities business. In 1998, he joined the Investment Partners business, where he was appointed chief operating officer) and a member of the executive committee. In late 2005, he became deputy head of the personal Investors business line and deputy CEO of Cortal Consors – two roles which he would go on to hold for five years.

Since September 2010, Vincent Lecomte has been COO at BNP Paribas Wealth Management. In December 2011, he has been appointed co-head of the Wealth Management business, together with Sofia Merlo.

Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is also advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is a trustee and adviser to several philanthropic and charity bodies.

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip was the founder and CEO of LawInContext (now called Baker McKenzie Link), the interactive knowledge venture of global law firm, Baker & McKenzie. Philip retired from his CEO role with the company as from the end of 2010, and from his chairmanship of the company as from the end of 2011. He was a partner of Baker & McKenzie, a firm he joined in 1982, and practiced in the area of international taxation throughout his legal career. Philip was based in the Hong Kong office of Baker & McKenzie for 12 years, relocating to the Zurich office of Baker & McKenzie in 1995. Philip has also practiced law in each of New York and Vancouver, British Columbia. Philip retired from Baker & McKenzie at the end of 2009.

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estates Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC). Daniel is a Canadian and Swiss citizen and speaks English and French.

Grant Parkinson is the Head of Consumer, Private and Business Banking for Europe. He joined Standard Chartered in 2020 as Head of Private Banking for Europe, Middle East and Africa, and shortly moved into his current role. Based in London, Grant is responsible for the region’s Priority and Private Banking business operations in Jersey, the United Arab Emirates and UK that serve emerging markets clients across Africa, the Middle East, UK and Turkey. Grant has over 25 years of financial services experience. He joined Standard Chartered from Brewin Dolphin where he was Chief Operating Officer and led development of technology solutions for client-facing colleagues and digital. Prior to that he worked at Coutts, also as Chief Operating Officer, where he successfully ran multiple business development, change and remediation programmes. Earlier in his career, Grant worked at Barclays Wealth and McKinsey & Company.

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm marks twenty-two years of exceptional, independent M&A and corporate finance advisory service. Originally focused on executing M&A transactions in the global financial services industry, as the industry developed and private banks recognised the need to offer their clients more specialist corporate finance advice, Millenium Associates launched their Entrepreneurs and
Corporates Practice, extending their M&A and corporate finance services to the clients of private
banks as well as corporates and entrepreneurial business owners globally.
Ray has extensive multicultural wealth management and private banking/investment banking experience working in territories as diverse as the US, Asia, Middle East and Europe. Earlier positions include; Managing Director and member of the Private Banking Management Board for SBC/UBS AG; Chief Investment Officer, Chief Financial Officer and member of the Executive Board of Cedel Bank (renamed Clearstream); Chief Investment Officer for the National Bank of Bahrain including Head of International Banking and Private Banking; CEO of Hong Kong, CEO of Japan, Head of Global Capital Markets office (London) and head of FIG for Midland Montagu Investment Banking and MD/CEO of
Midland Montagu Securities as well as various senior positions within Citigroup, including Head of Asia Pacific Treasury and Capital Markets.
Ray is a Harvard Business School & INSEAD alumnus and speaks English, French, Greek and Japanese.

Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides wealth management services for some of the firm’s largest clients, both UK based and international. 

Before London & Capital, Iain ran his own wealth management business, in association with Zurich Financial Services, where he built a large HNW client base. Prior to that, he was a Partner at Freeman, Farmer and Anderson Company at only 27.

Iain was named Private Client Asset Manager of the Year by Magic Circle Awards in 2021 and as Top Recommended in UNHW Wealth Managers 2022.

Iain is also a trustee for the Daniel Freedman Foundation.

David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW since 2015 and appears in the Private Client Global Elite since 2012. David assists private clients and their families with wealth structuring and succession planning. He also acts in family, guardianship and inheritance disputes, including domestic and international litigation. His particular expertise includes the (future) Swiss trust, relocating to Switzerland, art transactions and defending clients against automatic exchange of  information (CRS). David is the founder of www.trusts.ch, the leading website on trusts in Switzerland, served as the chairman of STEP Geneva as well as an editor of the Trust Quarterly Review.

Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value in an era of client, digital and sustainability changes. Through working with colleagues and our ecosystem of leading software partners, he provides proven wealth management expertise , approaches ,tools and accelerators to deliver value faster at less risk. Ian is also industry networked, serving on the advisory boards of wealth industry publications and on industry award judging panels. Prior to Accenture ,Ian held leadership positions with other top tier business and technology firms ,PwC ,EY and IBM.

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the US and UK, Switzerland, Monaco, Poland and Czech Republic. His expertise inter alia comprises M&A, corporate structuring, regulatory advice, relocation, real estate, succession planning, charity etc. He is on the board of successful Swiss, EU and UK companies.

His industry exposure is in energy, solar, water, fertilizer, wealth and asset management, banking, trust, finance instruments including NFT. Beside a doctorate of business administration, Ariel holds an MBA from Rochester NY and an LL.M. of the University of Zurich. He is a STEP, IFA and IISS member.

Steve brings with him over 35 years of experience in the investment management industry. He provides a blend of business understanding combined with an extensive knowledge of the technology and software landscape along and in depth understanding of the services sector. He is a Senior Director, EMEA & APAC at SS&C Advent. Prior to SS&C Advent, Steve was the chief executive of Citisoft PLC. Earlier Steve was one of the team that created Rhyme Systems following a management buy-out from Misys PLC, successfully restructuring the business into a leading software and services company. Prior to Rhyme, Steve held senior positions at Thomson Reuters, Extel Financial and Datastream.

Oliver is the Deputy CEO and Head of Private Banking of EFG Singapore. He is a senior banker and business leader with almost 30 years of industry experience. Oliver’s success is based in particular on his client-centric approach and deep understanding of cultural diversity. His earlier roles took him from Switzerland to the UK, where he built up and expanded the private banking activities of BSI’s bank London office. Oliver has since spent most of his career in Asia, where he was initially responsible for setting up and managing the private banking business of a newly created bank in Singapore. Oliver was later appointed as Deputy CEO and Head of Private Banking with responsibility for growing EFG’s business in Asia. As a senior banker, Oliver has led several successful teams of private bankers serving clients in Europe, Asia and South America, as well as segments such as External Asset Managers and Global South Asian clients. Oliver holds a degree in Political Science from the University of Lausanne, Switzerland, and an MBA from Bayes Business School in London. He also has an investment qualification from the London Business School and a management qualification from Columbia Business School in New York. Oliver is a member of the Chartered Institute of Marketing. Outside of work, he enjoys running and playing basketball.

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice.

Richard advises trustees, ultra-high net worth individuals, private trust companies and family offices on the establishment, restructuring and administration of trusts, including special trusts i.e. BVI VISTA, Cayman STAR and Employee Benefit Trusts. He regularly assists in estate administration, succession planning and family governance. Private clients and family offices instruct Richard to advise on the use of corporate vehicles for asset holding and succession planning purposes. Richard is an expert in regulatory law including AML, AEOI, economic substance and licensing and risk management for trust companies. He also advises on collective investment funds, particularly unit trusts and private label funds.

Richard has acted for many of the world’s leading trust companies, financial institutions, wealthy individuals and related structures. He has experience with dealing with clients and advisors across the globe.

Richard has over 20 years’ post qualification experience with the majority spent in offshore firms. Richard has lived and worked in Jersey, London, the Cayman Islands and (since 2009) Hong Kong. He is admitted as a solicitor in England and Wales and the British Virgin Islands and is a Registered Foreign Lawyer in Hong Kong. He has also been admitted as an Attorney in the Cayman Islands.

Richard is an active member of STEP. He has been on the local executive committee since 2012 and is a former chair. He is on the global steering committees for the Business Families and International Client Special Interest Groups. He is a member of the Academic Community.

Richard is an elected Academician of the International Academy of Estate and Trust Law (the only such offshore practitioner in APAC). He is also a Certified Anti Money Laundering Specialist.

Richard is a lecturer on trusts and family offices for the Hong Kong Securities and Investment Institute and for the Hong Kong University of Science and Technology.

He is a member of the Hong Kong Trustee Association, the Family Firm Institute the International Bar Association and the Investment Migration Council.

Richard is an active speaker at events across the world and a writer for many journals.

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he was the Asia head of wealth management for Mercer (2013-2017) and a director in EY Advisory (2008-2013). Over the course of his career, he has also worked in Citi Private Bank, IBM, PwC Consulting and Odyssey.

Dr. Nick Xiao is the Chief Executive Officer of Hywin International, the Hong Kong subsidiary of Hywin Holdings Ltd (NASDAQ: HYW).

Xiao runs the international business of Hywin Holdings Ltd that includes Hywin International Family Office, the award-winning external asset management (EAM) business for global ultra-high-net-worth clients; Hywin Funds, the asset management business offering traditional and alternatives strategies; Hywin Index Investing, the passive investing and structured products business; and Hywin fiduciary services, the wealth planning and protection offerings for Asian clients.

Previously Xiao worked at Standard Chartered Private Banking, Credit Suisse Private Banking, Bank Julius Baer, building and managing various businesses in Mainland China, Taiwan, and North Asia more widely. Later, Xiao was managing partner of a family office and advised leading families in Asia and Switzerland on their wealth and pursuits.

Xiao holds a PhD in Finance from Wuhan University in China and is a prolific academic. In 2004, he published one of the seminal books on China’s OTC derivatives market, and contributed papers to the official journals of People’s Bank of China and Chinese Academy of Social Sciences. Xiao is widely consulted for his views on private banking in Asia and his insights on China, through speeches at events and interviews with international and Chinese media.

Xiao is also Vice Chair of the Hong Kong Limited Partnership Fund Association (HKLPFA), the main association for the Hong Kong-domiciled private equity industry.

Lisa leads a team of highly experienced and credentialed professionals who provide customized financial, business transition and wealth transfer planning advice. Lisa has advised UHNW individuals and multi-generational families for more than 30 years.   She has been quoted in various media regarding tax and estate planning topics including Bloomberg TV, The New York Times and Wall Street Journal. Prior to joining Comerica, Lisa spent over 20 years at Wells Fargo and predecessor banks building and leading wealth planning groups,  Lisa also spent 11 years at Arthur Andersen in Washington, D.C.  She is a CPA (not practicing), Personal Financial Specialist (PFS) and a CFP® professional. As a member of the American Institute of CPAs, Lisa has served on several committees and is currently chair of the Advanced Estate Planning Conference committee.

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences.

Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces. He has been named one of the Top 15 Wealth Planners and one of the Top 100 Attorneys in the U.S. numerous times. Tom has won three Lifetime Achievement Awards including the prestigious 2021 PAM award in addition to being named International Wealth Planner of the Year, Private Client Lawyer of the Year, and winner of the Excellence in Estate Planning Award. Private Wealth Magazine called him “one of the most respected tax and estate attorneys in the world.” He is a frequent author, lecturer, and expert commentator.

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of Arts degree (cum laude) from Harvard University. He also has a Juris Doctorate (Order of the Coif) from the University of Michigan Law School. He is a member of the Bar of New York and Missouri. Charles is the author of The Wise Inheritor’s Guide To Freedom From Wealth, published in 2018. He is also co-author of Freedom From Wealth with Don Trone, published in 2011.

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow the family office practices at Boston Private, Citi Private Bank, and Credit Suisse. Edward began his career in the public sector working for the federal government in the United States and abroad.  He is a Board Member for Americas Warrior Partnership, a non-profit focused on ending veteran suicide. Edward earned his MBA from NYU Stern School of Business and has a BS in human biology from Michigan State University

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices. He has over 25 years of experience in both senior operating roles and client-facing roles in the ultra-high net worth and family office segments of the industry. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm’s New York office, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc., where he started in the wealth management industry. Earlier in his career, Mr. McLaughlin served in the Connecticut General Assembly for a decade as a two-term State Representative and a three-term State Senator.

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families and family offices for over 30 years. Prior to PKFOD, Steve was the Head of Family Wealth Advisors, the first global MFO in the U.S. and a division of Bank of the West | BNP Paribas, where he served on the Bank’s Senior Management Committee. He is also the founder of The UHNW Institute. Steve previously served as the CEO of Silver Bridge, President of Atlantic Trust, President of Chase Global Asset Management and he also held senior positions with Fleet, Mellon Bank, and KPMG.

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, a global forum for single-family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.

Marc Rinaldi is partner-in-charge for financial services at PKF O’Connor Davies, LLP. He has held that role since August 2005, and is based in New York. Prior to this, he was a managing partner at OBA, the hedge fund business, from July 2003 to August 2005. He worked from 1996 to May 2002 at Fairways Club, Southport, CT., and from May 1994 to May 1996 was director of central strategic trading at Bank of America.

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes to Capgemini’s World Wealth Report, produces the CFA Institute’s annual U.S. outlook, and often speaks about wealth, next-gen, and fintech. She’s been published extensively and judges the Family Wealth Report’s annual Wealth Management Industry Awards and is a member of their advisory board. Her two sons say she has always been an “influencer”.

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise. Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm. He has 18 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.

Brian is Founder and CEO of ALTSMARK. He brings nearly 30 years of alternative asset class experience to his latest venture, a leading portfolio management, risk, reporting and data aggregation, provider serving family offices, RIAs, private & trust banks and institutional investors. He has successfully founded three financial technology companies and led the turn-around of a fourth, each of which have been acquired and created significant value for their stakeholders. Brian’s unique combination of investment product knowledge, technology-driven and operations-focused skills have translated into cutting edge products and services that have helped to define the hedge fund and private equity industries. His prior experiences include, Private Client Resources (“PCR”), where he was a Partner and Chief Product and Strategy Officer. Member of the founding team of Gapstow Capital Partners, a $1.5B multi-manager and private equity platform focused on credit markets, real estate debt, direct CLO, and community bank investments.  Before Gapstow he was Managing Partner of CarbonBased Consulting, the firm he founded 1998, and ran until its acquisition in 2007 by KPMG.   Earlier on, ‘DataExchange his first software company was acquired in 1997 by then Advent Software, now SS&C. The software he pioneered at DataExchange, later evolved to become the hedge fund industry’s standard bearer accounting system called Geneva. Additionally, he was an investor and operating partner member to NES Financial, a Silicon Valley financial technology (FinTech) with $25B in assets under administration, which was acquired by JTC Companies in 2020.

Ford Smith is a senior investment professional with significant experience in client relations, portfolio management and business development. Currently he is Senior Portfolio Manager with Heirloom Investment Management. Previously he was part of the Private Wealth team at Mercury Capital Advisors, one of the elite firms in the global alternatives space. Before Mercury he was one of two senior portfolio managers for Munich Re in New York and had previous investment roles with Grantham Mayo, a small Midwest RIA and a new local infrastructure business. In addition to hands-on investment experience in both public and private markets, he has worked in a variety of client facing capacities with investors ranging from global financial institutions, pension plans, municipalities and the Private Wealth space. He graduated from Georgetown University’s School of Foreign Service and has an MBA from Boston University.

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

Before Realized, David founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, David co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment units, representing a total investment in excess of $925 million.

David also co-founded Forward Capital, a structured finance company, and Convenience Retail Group, the parent company of a private real estate investment trust and a wholesale gasoline distributor, that was sold to a publicly-traded company. Early in his career, David held positions with Security Capital Group, Prologis, Archstone Communities, and Equitable Real Estate (now Morgan Stanley Real Estate).

David is actively involved in his church and various other community activities in Austin, where he lives with his college sweetheart and wife of 25 years, Laura, and their three children. During his downtime, you’ll likely find David fly-fishing, gardening, mountain biking, cooking, or working on his collection of classic cars. David attended Texas A&M University, where he received his MS in Land Economics and Real Estate, and a BBA in Finance and Real Estate.

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help them effectively maximize the impact of their charitable gifts. Susan has authored, or co-authored, numerous articles for publications such as Family Wealth Report, PAM (Private Asset Management), Alliance and STEP (Society of Trust and Estate Practitioners). She is Chair of the Social Impact and Philanthropy Domain for The Ultra High Net Worth Institute and on the Advisory Board for Family Wealth Report as well as a judge for the Family Wealth Report Awards.

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience as a leader in the wealth management industry. This included a leadership position at GenSpring Family Offices, where he was a member of the firm’s operating committee and senior executive partner responsible for the firm’s local family offices across the US. Before this he was managing director and global head of wealth solutions at JP Morgan Private Bank, having been head of strategy and marketing worldwide at Chase Manhattan Private Bank prior to its merger with JP Morgan in 2002. Michael is also a board member and co-founder of the Institute for the Fiduciary Standard.