PwC Family office country teams

Glen Frost

Partner, PwC Private,
PwC Australia

Glen has helped individuals and their families for over 35 years as an integral part of PwC’s Private Clients team, including the past 20 years as a Partner. Glen leads PwC’s Australian Family Office practice and also provides specialist tax advice to a variety of privately owned businesses, family offices, family groups, entrepreneurs and high net worth individuals. He advises both residents and non-residents and uses his extensive global network to provide comprehensive solutions for both Australian and international clients.

He has a diverse range of clients from active business owners to passive investors, property developers, those involved in start up business operations and smaller accounting and advisory firms via PwC’s “Advisor Connection” program. 

Samantha Vidler

Partner, PwC Private,
PwC Australia

As a Partner in PwC Private, Samantha provides family, family office, family business and taxation advice to her clients and assists them with their compliance obligations. She specialises in structuring, estate/succession planning, asset protection, wealth creation and establishing and servicing Family Offices. She also specialises in strategic taxation and accounting advice across industries such as retail, wholesale, agricultural, franchising and property industry sectors. She has been with PwC for over 30 years and is focused on working with entrepreneurs and large family groups. Samantha is a qualified Chartered Accountant and holds a Bachelor of Business (Accountancy) from the Royal Melbourne Institute of Technology.

Matthew Gurner

Partner, PwC Private,
PwC Australia

Matt has over 30 years of experience providing accounting, taxation and consulting advice to a large portfolio of clients and is extensively involved in their financial affairs and day to day management. A Partner in PwC Private since 2012, Matthew focuses on HNWIs and privately owned family businesses. He specialises in structuring, estate/succession planning, asset protection, wealth creation and establishing and servicing Family Offices. Matt is a member of the Institute of Chartered Accountants in Australia and New Zealand, a Chartered Tax Advisor with the Tax Institute of Australia, a member of the National Taxation and Accountants Association and holds a Bachelor of Commerce degree from Curtin University.

Mike Dean

Partner, PwC Private,
PwC Australia

Partner at PwC Australia with over 25 years’ experience advising Australia’s leading private business groups, ultrahigh-net-wealth individuals (‘UHNWI’), and family offices.

Mike maintains a particular passion for working with UHNW families, with expertise in:

• Tax advisory
• Wealth realisation events
• Succession & family office establishment
• ATO risk reviews, audits and dispute resolution

Mike has served consecutive terms as a member of the Australian Taxation Office Private Groups Stewardship Group (‘PGSG’) and currently sit on advisory boards of a number of large privately owned groups. Mike has advised groups undertaking “once in a lifetime” transactions (both buy and sell side), assisted with the transition of significant wealth (both post-sale and intergenerational), and advised on matters relating to the administration of some of Australia’s most significant estates. He maintains an active interest in philanthropy and the important role it plays in advancing social outcomes within our communities. He currently serves as a director for a number of trustees of Private Ancillary Funds.

Patricia Kalis

Partner, PwC Private,
PwC Australia

Patricia has over 17 years of accounting and tax experience, predominantly advising private business groups, ultra-high-net-wealth individuals ('UHNWI') and their families and family offices with their tax and commercial matters. She also has experience completing reviews and restructures of complex family arrangements.

Patricia's experience incorporates developing asset protection and wealth creation strategies, assisting clients with ATO reviews and ensuring that her clients meet their accounting and tax obligations with minimal fuss; simplicity is key.

Ryan Smith

Partner, PwC Private,
PwC Australia

Ryan has been a trusted advisor to high net wealth families and family offices for over 20 years and currently leads the PwC NSW Family Office practice. He provides specialist advice in relation to issues impacting family offices, high net wealth individuals, executives, and private business owners. This includes advice in relation to: effective structuring for asset protection, growth and after-tax wealth accumulation through the use of trusts, SMSFs and private structures; Australian taxation issues regarding residency and cross border issues relating to foreign structures and investments; Australian taxation issues relating to divorce and estate planning; ATO risk reviews and tax controversy matters; undertaking family office reviews; and inter-generational wealth transfer and succession planning matters. Ryan is very passionate about understanding his clients’ goals and objectives and what they truly value. 

Tara Cuddihy

Partner, PwC Private,
PwC Australia

Passionate about the potential that lies within individuals and their businesses, Tara has advised clients in the private market throughout her 15 year career. She provides strategic taxation and accounting advice to a wide range of private clients, including privately-owned companies, highwealth individuals and their associated business and familyowned entities. Her advices specialises in the retail, wholesale, agricultural, franchising, services and property industry sectors. Her commercial experience allows her to develop and assist in implementing solutions for her clients that are practical and robust.

Rohit Raghavan

Partner, PwC Private,
PwC Australia

Rohit is a Partner in PwC’s Private Tax practice with over 19 years experience advising a range of UHNW family offices, private businesses, and corporate clients.

Experience with advising on a range of areas including:

• Tax compliance;
• Family office structuring;
• International tax advice and structuring;
• Supporting businesses with exits and acquisitions;
• ATO engagement and dispute resolution.

Rohit spent three years on secondment to PwC’s New York Office from 2012 to 2015 and so has significant experience supporting his clients with investing in and expanding into the US.

Morgan Page

Partner, PwC Private Tax, PwC Australia

Morgan is a Partner in the PwC Private tax and accounting group with over 15 years of experience. She has privatelyowned, widely-held, corporate and Family Office clients across the industry including technology, healthcare and essential services, property and construction, student living and education, manufacturing, and mining services.

Morgan’s experience includes providing clients with a breadth of services including tax consulting and compliance services to privately-owned groups, tax structuring and transaction readiness, and deal support.

Kaajri Vaughan

Partner, PwC Private Tax, PwC Australia

Kaajri is an M&A focused Tax Partner within PwC Private with over 18 years experience providing transaction advisory and structuring services. She has a diverse range of families and businesses as clients and works across a number of industries, including manufacturing, retail and technology. She has worked extensively advising on both buy side and sell side transactions for privately owned businesses and works with both the business and shareholders to ensure they maximise the after-tax value in the deal.

Kaajri provides due diligence services, transaction structuring and other tax advice. She is also highly experienced in supporting families through significant tax events, including deep expertise in international tax and cross border matters.

Georg Erdélyi

Partner, Tax Advisor, Expert for Family Businesses
PwC Austria

Georg has been working in tax consulting for more than 30 years and is the Lead Tax partner in our Vienna office for tax advisory services for private clients and family-owned businesses. His areas of expertise comprise international tax planning, including the relocation of private individuals, M&A transactions, advice in connection with real estate as well as the establishment of and advice to private foundations.

Michael Lind

Lawyer and Partner, Expert in Corporate and Foundation Law & M&A Transactions
PwC Austria

Michael has been active as a lawyer for approximately 20 years. He is the Lead Legal partner in our Vienna office for legal advisory services for private clients and family-owned businesses. His areas of expertise comprise of private foundations law, corporate law, M&A transactions as well as banking and finance law.

Jürgen Kreindl 

Director, Head of Entrepreneurship & Corporate Venture Capital (CVC),
PwC Austria

Jürgen co-leads the Austrian Private Practice. His passion and focus is on supporting entrepreneurial families in (re)structuring their business models, developing venture and new business strategies and advising on ownerstrategic governance issues. His professional background includes roles at EY (Ernst & Young) and other consulting firms. In parallel, he is an entrepreneur and investor himself and holds board advisory roles.

Frank Magliocco

Partner, PwC National Leader for Private Clients,
PwC Canada

Frank Magliocco is the National Leader for the Private Clients team and a member of the firm’s Extended Leadership Team. Frank has spent more than 30 years understanding the business issues for owners and leaders of private companies. Frank specializes in auditing, accounting and regulatory matters for real estate companies. He provides advice to clients in the broad real estate sector including property developers, residential construction companies, large national office, industrial and retail property owners, and property managers. In addition, Frank's experience in the real estate sector includes instructing courses at the Real Property Association of Canada (RealPac), where he was a member of RealPac's Financial Best Practices Committee, and a contributing author to RealPac’s handbook.

Frank is a FCA and FCPA and holds a Bachelor of Commerce from the University of Toronto.

Richa Bahl

FEA
Partner, Family Enterprise Advisor Leader,
PwC Canada

Richa Bahl leads the Family Enterprise Advisory Practice in Canada providing integrated services to family enterprises and family offices. With more than 20 years of experience, she provides strategic guidance to family offices and family businesses in strategy, governance, succession, estate planning, technology enablement, and legacy stewardship.

Prior to her role at PwC, Richa was a Partner at KPMG’S Family Office Practice and instrumental in building the practice and managing outsourced family offices. She continues to lead the diagnostic, design, set up and evolution of single-family offices. Her experience also includes establishing and assessing family and corporate boards, next-generation engagement and development, facilitating retreats, and overseeing behavioral change management. She further advises clients on the integration of technology and artificial intelligence within family offices and enterprises.

Richa is certified as a Family Enterprise Advisor and is actively involved in the business community. 

Graeme Sunley

Cayman Islands Territory Senior Partner,
PwC Cayman Islands

Graeme Sunley serves as PwC Cayman Islands Senior territory leader. Graeme was admitted to the PwC Cayman partnership in 2006 and has more than 25 years of professional experience with PwC. His client portfolio comprises alternative investment funds with a variety of different investment strategies and legal structures and involves working in conjunction with major fund administrators, legal counsel and fund governance firms. Graeme is a member of the New Zealand Institute of Chartered Accountants. He is a Cayman Finance board member and sits on various industry groups consulting with the Cayman Islands Monetary Authority and the Cayman Islands Government. Graeme is past president of the Cayman Islands Institute of Professional Accountants and a former member of the Executive Committee of the Cayman Chapter of the Alternative Investment Management Association. 

Kelli Koutney

Cayman Islands Risk Assurance Leader,
PwC Cayman Islands

Kelli Koutney is a partner in Risk and Credit Modelling Advisory services with PwC, located in the Cayman Islands and is leading our anti-financial crime unit and regulatory compliance teams focused on servicing the Cayman Islands and the British Virgin Islands. Kelli is passionate about solving clients’ challenges with the use of data and automation. She has over 18 years of professional experience with PwC in the Cayman Islands and Canada. Kelli is a member of PwC’s Global Banking Industry Accounting Group and the Caribbean region technical accounting group. Her portfolio comprises financial institutions across the Caribbean. Kelli holds a Bachelor of Commerce Degree from The University of Victoria in Victoria, British Columbia and a Masters in Professional Accounting from The University of Saskatchewan in Saskatoon and is a member of the Canadian Institute of Chartered Accountants and the Cayman Islands Institute of Professional Accountants (CIIPA). 

Adrian Peacegood

Partner, Family Office Lead – Guernsey, 
PwC Channel Islands

Adie is an Audit Partner and a Fellow of the Institute of Chartered Accountants in England and Wales. With over 26 years of experience, he excels in audit and assurance services for financial clients, including family office, banking, fiduciary, premium-listed market-traded entities and private alternative investment vehicles. His expertise spans core assurance, governance and regulatory insights – enhanced by an international secondment in Canada.

He actively shapes the financial landscape as an Executive Committee Member of the Guernsey International Funds Association, offering strategic insights and promoting leading practices. As PwC Channel Islands’ Quality Review Leader, Adie helps to establish compliance with global audit standards. Known for his strategic thinking and collaborative leadership, he is a trusted advisor who is committed to delivering high-quality, clientfocused solutions and driving innovation for PwC and its clients.

Hani Salem

Director, Family Office Lead – Jersey, 
PwC Channel Islands

Hani leads PwC CI’s Jersey Family Office practice, bringing over 17 years of experience in auditing and advising a wide range of financial entities, including family offices, corporate service providers, multinational banks, and real estate funds. With a solid background in accounting and specialised expertise in trusts and fiduciary services, he has worked extensively across the Middle East, the UK and the Channel Islands, gaining valuable insights into the financial services sector.

He has extensive experience advising on regulatory and accounting standards and leading key projects, including licence applications and finance transformation initiatives. Hani is a member of the Institute of Chartered Accountants of Scotland, a Certified Public Accountant (CPA) accredited by the New Hampshire Board of Accountancy and serves on the board of the Arab Bankers Association in London.

Charlotte Beattie

Tax Director, 
PwC Channel Islands

Charlotte is a tax director with 20 years of experience in complex tax advisory and compliance projects. She advises her Guernsey and Jersey clients with expert advice on Channel Islands, UK and international tax matters – specialising in Pillar 2, tax structuring and Economic Substance. Charlotte supports family offices in Guernsey with their local and international tax matters, utilising our extensive global network of experts. As a Chartered Accountant (ACA) and Chartered Tax Advisor (CTA & ADIT), Charlotte leads PwC's audit of tax functions and excels in tackling high-risk IP under Economic Substance rules.

Her recent work includes advising on M&A tax implications, managing global restructures and spearheading AEOI remediation projects. Charlotte's leadership in UK tax compliance engagements and tax provisioning support is complemented by her role in developing governance frameworks and operating models, ensuring compliance in a complex environment.

David O’Brien

Advisory Director, 
PwC Channel Islands

David has over 15 years’ experience in leading large-scale and complex transformational change across multiple financial sectors (including asset management and global retail banking) and regions (including UK, Europe and APAC). His expertise spans analysis, the development of target operating models and the implementation of technological solutions.

A certified PMP, MSP, PRINCE II, and ITIL practitioner, he excels in project management, operational transformation, fund migrations and managed service solutions, including KYC & AML and business change management. With a focus on enabling data-driven decisions, David has led significant initiatives, such as establishing offshore utilities and defining investor reporting functions for the world's largest private equity fund. 

Stuart Macklin

Tax Director, 
PwC Channel Islands

Stuart is a highly experienced tax director and industry thought leader with over 20 years’ specialising on advising a range of corporate, government and private clients on Channel Islands, UK and international tax developments. He has recently helped significant family offices in Jersey navigate the complexities of Pillar Two and restructure their affairs in this modern and evolving international tax environment. Stuart’s clients include one of the richest individuals and largest family office in the British Isles.

As a Chartered Accountant (FCCA ACA) and Chartered Tax Advisor (CTA ATT Fellow), Stuart actively contributes to industry influence by volunteering with two professional bodies, Jersey Finance’s Fiscal Strategy Group and Jersey’s Society of Chartered and Certified Accountants – keeping him at the forefront of tax developments.

Tom Walker

Director, Real Estate Valuations and Advisory Lead,
PwC Channel Islands

Tom complements the team with over 18 years’ real estate industry experience at PwC and global property consultancies, including CBRE and JLL. As a member of the Royal Institution of Chartered Surveyors (RICS) and the RICS Valuation Registration Scheme, Tom has supported family offices on a range of investment and philanthropic property matters in the UK and internationally. Tom is a real estate valuation expert, advising clients on financial and strategic considerations for a range of business purposes. He is proficient in asset and portfolio strategy across diverse sectors/ markets, with a specialism in property development.

Tom has extensive lead advisory experience, collaborating with a range of stakeholders to rationalise and maximise returns across real estate projects and portfolios. His insights into value generation and cost reduction would be beneficial to family offices seeking strategic growth and improved efficiency through their real estate exposure.

Ali Cambray

Advisory Director & Sustainability Leader, 
PwC Channel Islands

Ali is a sustainability professional with over 25 years’ experience and leads PwC CI’s award-winning sustainability and economics practice. She was instrumental in shaping the sustainable finance policy frameworks and industry upskilling in both islands. Passionate about values-based and impact-led wealth management and investing, Ali is well-versed in the different providers and solutions available on the islands. Previously the Country Programmes Director for a £150M climate and development multi-donor fund across developing countries in Africa, Asia and Latin America, Ali has deep experience of fundraising and implementing for impact around the world.

Locally, she has recently led groundbreaking social, economic and environmental impact valuations for Jersey’s charitable foundation sector, and she is involved in ongoing work to strengthen philanthropic culture on the islands. Her team’s insights will be valuable for any family office impact or charitable strategy.

Tony Hadjiloucas

Partner, Head of Private Wealth Services, 
PwC Cyprus



Tony is in charge of Private Wealth Services at PwC Cyprus. He advises wealthy individuals, families and Family Offices from around the world on protecting, managing and growing their wealth. Areas of focus include family office services, residency and domicile, trust, estate and succession planning, corporate and family governance, personal and business Intellectual Property (IP), M&A and philanthropy. Tony has advised numerous billionaire families in designing, implementing and operating cross-border structures.

Tony has almost 30 years’ financial advisory experience with PwC in three countries, including around 10 years in London, where he headed a group providing valuation and strategy advice. He has served for many years on the core faculty of the United Nations’ World Intellectual Property Organization (WIPO) academy and was guest lecturer or speaker at several universities, including Imperial College and London Business School in the UK and Kellogg School of Management in the US. He has testified as an expert witness on financial matters at international courts.

Academics: FCA (Member of Institute of Chartered Accountants in England and Wales), Member of Institute of Certified Public Accountants of Cyprus, First Class BSc(Hons) in Mathematics, Operations Research, Statistics and Economics, Warwick University.

Natalie Vassiliou Moustaka

Director, Legal & Private Wealth Services,
PwC Cyprus Legal Network Practice/ S.A. Evangelou & Co LLC 

Natalie is a dual qualified, award-winning lawyer heading the Private Client department of the Legal Practice. Natalie has more than 15 years legal experience in the private client area of law servicing wealthy and high net worth local and international families and individuals focusing on succession planning, asset protection, advising and setting up trusts and companies limited by guarantee for asset protection and succession planning purposes, advising on and drafting wills, family office services and more as well as having experience in corporate and commercial law.

Prior to relocating to Cyprus in 2012 and joining the PwC Cyprus Legal Network Practice, Natalie gained valuable experience as a solicitor in a well-established City of London Law Firm.

Academics: Dual Qualified : Solicitor of England & Wales and Advocate of the Cyprus Bar Association, LPC and LLB (Hons)

STEP Advanced Certificate in Trusts Creation Law & Practice - STEP Global Excellence Award Winner 2021

Maria Stephanou

Director, Tax Advisory and Private Wealth Services, 
PwC Cyprus



More than 10 years experience in supporting HNWIs and Family Offices and local and international groups in the area of tax.

Maria has extensive experience in dealing in a wide array of matters pertaining to local and international clients for which she has gained an in depth understanding given her experience in the assurance and tax departments of our firm. Maria also has vast experience in dealing with the Cyprus tax authorities for all relevant matters of Cyprus taxpayers including tax examinations.

Academics: FCA, BSc (Hons) Mathematics and Statistical Science

Elena Socratous

Senior Manager, Private Wealth Services,
PwC Cyprus
 

8 years of experience in supporting HNWIs, Family Offices and international companies of private clients in company administration and corporate compliance.

Elena leads the team providing Wealth Compass services to HNWI and Family Offices in US, Europe and Cyprus. These managed services relate to digital wealth consolidation and data management.

Earlier in her career, Elena was in the assurance practice performing audits to large international groups of private clients and shipping clients.

Academics: FCA, BSc Accounting and Finance

Karina Hejlesen Jensen

Partner, Director and Market Leader,
PwC Denmark

Karina Hejlesen Jensen is a Director and Market Leader, as well as a Partner in Business Tax, which she also leads.

Additionally, Karina is the Family Business & Family Office Leader at PwC Denmark. Karina, who is a qualified lawyer, has extensive experience in establishing and optimizing Family Offices, helping families manage, invest, and protect their wealth.

She assists in designing Family Offices tailored to the specific needs and goals of the family, ensuring effective governance and administration. Furthermore, she advises on various topics relevant to family-owned businesses, including the development of ownership strategies for family-owned businesses.

Ditte Julie Velling

Partner, Business Tax, 
PwC Denmark

Ditte Julie Velling is Partner in Business Tax.

Ditte advises clients — including many family-owned businesses — on corporate and shareholder taxation, succession planning, and tax optimization and structuring.

In addition to her tax expertise, Ditte supports business-owning families in navigating key ownership and governance topics. She advises on ownership strategy processes, the development of family constitutions, and governance frameworks that strengthen collaboration and decision-making within the family. Ditte also works closely with next-generation owners, helping them clarify and develop their roles as active owners.

Paul Hibon

Partner - Avocat - Private Clients, 
PwC France

Graduated from ESCP Business School in International Wealth Management and from Université Paris Panthéon-Assas in European Business Law, and after several experiences in private banking, Paul began his career as a lawyer at EY Société d’Avocats, where he worked for more than ten years within the People Advisory Services department.

Over these years, Paul advised a variety of French and international clients, including executives, entrepreneurs, and asset managers, on all their strategic issues related to their private and professional wealth. Through these experiences, he developed expertise that enables him to support clients in managing their life projects in both national and international contexts (structuring private and professional assets, estate and retirement planning, compensation design and management packages, international mobility).

Additionally, Paul assists numerous financial institutions (including FO) in implementing their tax compliance obligations and improving their client experience (tax mapping and analysis, client tax documentation, tax simulators, management of PEA accounts, life insurance contracts, and investment funds, particularly in the Private Equity & Real Estate sector).

Philippe Serzec

Partner, Deals,
PwC France

Philippe Serzec is a Partner in the Deals Transaction Services department of PwC in Paris. He joined PwC in Feb-2020 to lead the Private&Family segment of the market, focusing on midsize Targets and SMEs, privately owned or family run businesses, growth capital and small cap LBOs.

In this capacity, Philippe has set up a team of 25 professionals growing, only dedicated to that segment of the market which requires a distinguished skills set. Over the past 25 years, Philippe managed c. 50 buy-side financial due diligence and buyside assignments per annum for strategic industrial buyers notably privately or family owned and PE houses.

Philippe led numerous due diligence assignments in a variety of industries, including a large number of buy-side Due Diligence and Vendor Due Diligence assignments.

He started his career as a CFO in a French family-owned group in Mali and then in Audit and Transactions Services in France and Singapore.

He is a graduate of Audencia School of Management (France-USA) and is a France certified public accountant (Expert Comptable).

Céline Darnet

Managing Partner Région Sud, 
PwC France

I am based in Marseilles, France, and have been with PwC since 2000. I became a partner in 2012 and currently lead PwC South of France practice in X-LOS. Additionally, I oversee, for the commercial office, the development of mid-sized companies - Private Segment at PwC France.

During my time at PwC, I spent seven years in the US, working in both San Francisco and New York, gaining extensive experience in collaborating within the international PwC Network. I also served as the Risk and Quality leader for the assurance practice in France and am now actively involved in the New Ways of Working initiatives, co-developing new tools and delivery models for the assurance practice. I am a family business engagement expert with more than 10 years’ experience working with multigenerational enterprising families and family offices.

I participate in our SEED program, which supports women through sponsorship, mentoring, training, networking, and inspirational events aimed at promoting gender equity and career advancement within the firm. Outside of PwC, I mentor a young student through an organisation that supports motivated youth from disadvantaged backgrounds.

I am a certified public accountant in both France and the USA and hold a master’s degree in economics from Kedge Business School.

Stephan Gerwert

Director, Head of Family Office Services, 
PwC Germany

Stephan has been advising ultra high net worth individuals and families for the past 15 years in various roles. After studying international business administration he started out with UBS Wealth Management in Germany, mainly focusing on advising clients within all areas of liquid capital markets. Stephan later moved to Switzerland and was given the task to build a Single Family Office. His main focus then was strategic and tactical asset allocation over the whole asset class spectrum. Before joining PwC Germany as Head of Family Office Services, he built his own digital marketplace as an entrepreneur, allowing wealthy families to digitally connect and share direct investment opportunities within an invitation only club.

Susanne Thonemann-Micker

Partner and Private Client Solutions Leader,
PwC Germany

Susanne specialises in tax and legal succession advice, tax and legal asset structuring and asset protection amongst other areas. Based in Düsseldorf she advises families, UHNWIs, family offices, management boards and advisory boards. A qualified lawyer since 2005 and specialist lawyer in tax law Susanne is a lecturer on a specialist course on tax law and international inheritance (tax) law. She is editor and author of the Beck online commentary ErbStG and author of various articles in the field of succession planning.

Frank Kosner

Partner, Tax & Legal,
PwC Germany

As lead Tax Partner in our Cologne office, Frank has provided tax advice for more than 26 years. He is the contact person for all national and international structuring and tax consulting issues on family and corporate level. His expertise focuses on national and international and taxoptimizing advice in the context of group structuring and reorganization, mergers & acquisitions, financing structures and compliance processes. He has advised owners, families, family entrepreneurs, family offices and venture capital investments on all tax and legal issues and he has extensive expertise on major national and international projects. Frank is also a member of PwC's German Middle Market core team.

Catharina Prym

Partner Family Governance Consulting,
PwC Germany

An international expert for family businesses, Catharina has built up the PwC Family Governance Consulting offering in South Africa, Switzerland, Austria and Germany. She has consulted multi-generational business families in Europe and Africa as a PwC global expert and develops owner strategies, family constitutions and succession plans with her clients. Catharina was born and raised in Germany, a fifteenth-generation member of the Prym Family, one of the oldest entrepreneurial families in the world. Today she ist Partner at PwC Germany and Managing Director the INTES Family Business Academy.

Sabine Gregier

Director, Private Client Solutions,
PwC Germany

Sabine has worked with a range of clients from UHNWIs and family offices to executive board members, supervisory board members and managing directors. A qualified lawyer since 1997 and tax advisor since 2003 Sabine’s expertise ranges from tax and legal succession advice, criminal tax law, tax planning and ongoing tax advice for private individuals to the drafting of succession and inheritance regulations. Sabine is training as a mediator and is based in Düsseldorf.

Agnes Wong 

Tax Leader, South Private Clients and Family Office, 
PwC Hong Kong

Agnes is Tax Leader of South Private Clients and Family Office Services of PricewaterhouseCoopers Hong Kong specializing in tax services. She possesses extensive experience in advising and handling cross-border tax matters between Hong Kong and Mainland China.

Agnes has significant experience serving high-net-worth and ultra-high-net-worth entrepreneurs, as well as family businesses. Her expertise lies in tax planning, family business governance, succession planning, charitable foundations, establishment of family trusts, and family office setup. Additionally, she provides tax advisory services for crossborder investments and operational projects. Agnes is a frequent participant in major professional forums across Mainland China and the Hong Kong Special Administrative Region, where she represents PwC as speaker. She is also a frequent speaker at various industry tax seminars, addressing audiences that include high-net-worth individuals, prominent corporations from Mainland China, Hong Kong, and overseas, multinational and private banks, trust companies, and fund management firms. 

John Wong

Senior Advisor, Private Clients and Family Office Services,
PwC Hong Kong

John has more than 35 years of experience specializing in helping high net-worth individuals and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve the specific personal and family goals of such clients by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up family offices and devising family governance and constitution.

He has extensive experience in advising various China and Hong Kong based international financial institutions and trustees and is also a frequent speaker at wealth forums and tax seminars.

Wise Lam

Partner, Private Clients and Family Office Services
PwC Hong Kong

Wise is a seasoned consultant specialising in high-net-worth individuals and families, including prominent public figures, major shareholders, and senior executives, many of whom feature on the Hurun China Rich List.

With extensive expertise in international taxation, asset preservation, and wealth planning, Wise advises on the establishment and restructuring of complex offshore holding structures, including trusts and Hong Kong-based entities. Her experience encompasses the full lifecycle of trust administration, operational restructuring, and the strategic implementation of robust family governance frameworks.

Gloria Yip

Partner, Private Clients and Family Office Services
PwC Hong Kong

Gloria possesses over 10 years of specialized experience in family wealth planning, serving a clientele that includes high-net-worth individuals, entrepreneurs, and major shareholders of listed companies.

Her expertise lies in designing bespoke wealth planning tools and asset holding structures to facilitate effective family succession. This includes the establishment and restructuring of family trusts, as well as the creation of employee incentive plan structures for listed entities. Furthermore, Gloria has successfully guided numerous families in the implementation of comprehensive family office and family governance solutions.

Falguni Shah 

Partner and Leader - Entrepreneurial & Private Business,
PwC India

Falguni leads the Entrepreneurial & Private Business (EPB) Practice for PwC India. She has worked with many family offices and promoter driven businesses to help them with succession planning, designing family protocol and family office structures.

Falguni specialises in M&A tax practice and has more than two decades of experience in advising both Indian and multinational clients across diverse sectors.

Falguni is a member of ICAI and a qualified Cost Accountant. She frequently interacts with the media and regularly participates in seminars, panel discussions and events held across India.

Jayant Kumaar 

Partner, Deals and Family Office Leader,
PwC India

Jayant leads the Family office practice for PwC India. He is also Partner with the Corporate Finance and Investment Banking (CFIB) practice in India. With over 20 years of professional experience, he has led and been a part of numerous marquee M&A transactions and worked with many promoters driven businesses and family offices . Some of his successful transactions are in Technology and related sectors, Automotive, Industries, and Logistics, Consumer & Retail, Pharma & Healthcare and Financial services.

Jayant is a Bachelor of Arts (Honours) in Economics , a Master of Science degree in Economics & Finance from Warwick Business School, UK and Master of Business Administration from INSEAD.

Priti Jhangiani 

Director, Entrepreneurial & Private Business and Family Office Driver, 
PwC India

Priti Jhangiani drives the Family Office services under the Entrepreneurial & Private Business for PwC in India. With over 19 years of global and local expertise, she's a strategic partner for UHNW clients, entrepreneurs, and prominent business families. In her role, she helps in identifying issues and crafting bespoke solutions to address the evolving needs of these clients. Her intimate understanding of their challenges stems from years of direct interaction, fostering deep relationships built on trust and results.

Also, as the NextGen leader for India, she is passionate about empowering the next generation of business leaders through global educational programs and events, fostering connection, learning, and leadership.

Pasquale Salvatore

Partner, Private Clients,
PwC Italy

Based in Milan, Pasquale Salvatore is a Tax Partner in PWC TLS, with over 25 years of experience within the PwC network in Italy and abroad. He is experienced in domestic and international wealth planning and structuring with focus on entrepreneurs, private clients, private investors and family offices. He has been involved in many reorganization projects both for industrial multinationals and private equity investors operating in several business sectors. He has carried out several post-deal implementation projects for multinational groups.

He is tax advisor for several entrepreneurs based in Italy in charge of their wealth planning and investment structure. Pasquale holds a degree in Economics and Business Law at the Cattolica University of Milan. He is a Chartered Accountant and Tax Advisor in Italy and also in Luxembourg, where Pasquale spent several years of professional activity. He is Statutory Auditor in companies operating in several business sectors. Italian mother tongue, he is fluent in English, French and Spanish.

Maria Grazia Portera  

Director, Wealth & Family Office Solutions,
PwC Italy

Maria Grazia has gained significant experience in managing relationships with Entrepreneurial Families and UHNWIs. After several roles in Italian and international private banks, she worked on developing new branches of private banks, from the startup phase, in the Lombardy and Milan areas.

In 2019, she embarked on a more challenging professional path, becoming part of an important multi-family office as Senior Advisor, assisting families with all aspects of wealth planning, family governance, supervision, and independent financial consulting. She joined the PwC Family Office Services team in 2023 with the aim of consolidating the practice for entrepreneurial families within the PwC network.

Maria Grazia holds a Master’s degree in Economics from the Università Cattolica of Milan, specializing in the economics of financial markets. She is registered with the Financial Advisors Register and obtained the TEB (The Effective Board) certification in 2021. She has gained corporate governance experience as an Independent Director on the board of a nonlisted company.

Stefania Medda 

Director, Private Clients,
PwC Italy

Stefania is a Tax Director with over 15 years experience, of which more then 12 within PwC TLS, in the Milan office.

She has gained a significant expertise in the domestic tax legislation by assisting companies part of Italian as well as of multinational groups, both in the ongoing and in the extraordinary tax assistance.

Stefania is daily engaged in assisting private client, private investors, entrepreneurial families by managing the tax domestic aspects of their wealth planning and investment holding structures. She also focuses on assisting private clients with generational and governance changes, as well as inheritance implications.

She is Statutory Auditor (Sindaco) in companies operating in several business sectors. Stefania has graduate degree in Business Economics at the University of Cagliari acompanies's's a Chartered Accountant and Tax Advisor.

Stefano Bianca

Senior Manager, Wealth&Family Office Solutions,
PwC Italy

Stefano is a Senior Manager at PwC Italy with over 15 years of experience in wealth management, gained across both banking institutions and a leading Single Family Office. Within the Wealth & Family Office Solutions team, he focuses on origination and relationship development with Family Offices, supporting entrepreneurial families in the management of their wealth through services such as portfolio consolidation, monitoring, strategic asset allocation, performance analysis and cost optimization.

During his career, he held key positions within a prominent Milan-based Single Family Office, where he served as a member of the Investment Committee and was responsible for manager selection, reporting and the monitoring of complex portfolios, including Private Equity investments.

He has developed a strong approach to the customization of analysis and reporting processes, designing tailored solutions to effectively represent financial and patrimonial data.

Stefano holds a Master’s degree in Financial Markets and Institutions from Bocconi University, completed an Executive Program in Planning & Control at SDA Bocconi, and earned a Master in Family Office from AIFO.

Martina Walt

Partner, International Tax Services,
PwC Liechtenstein

Martina Walt is an international tax partner at PwC Liechtenstein and Switzerland with more than twenty years of experience in international structuring and acquisition and heads the PwC tax practice in Liechtenstein.

Martina provides corporate tax services mainly to large multinational clients in the area of structuring cross-border business models and relocations (including trade, headquarters, main company), structuring and restructuring of both inbound and outbound investments, including holding, IP and financing. She advices family and private investment on Liechtenstein set ups. 

Lisa Cornwell Webb

Partner, Leader Private Clients & Family Offices,
PwC Switzerland

Lisa has over 20 years experience providing advice to international private clients and family offices as well as the issues that banks and wealth managers face when dealing with complex international families.

Her clients are typically banks, wealth managers, single and multifamily offices, private investment offices, trustees and entrepreneurs.

Lisa has worked in the UK and Switzerland in banking and for the Big Four, so understands the issues clients face in a multifaceted way and is always seeking the most practical solution for her clients.

Marc Meurant

Partner,
PwC Luxembourg

Marc is a partner within PwC Luxembourg international tax structuring practice. Marc joined PwC Luxembourg in September 2007 where he has been advising a portfolio of private equity, private debt, infrastructure and real estate assets managers. Marc has now more than 12 years of experience working with global alternative asset managers on the structuring or restructuring of their cross-border acquisitions of assets, capital raisings, management companies and carried interest programs.

Marc is in parallel contributing to various professional organisations, such as the Luxembourg Private Equity Association, or to various PwC working groups, such as PwC Luxembourg Cryptoand Distributed Ledger Technologies working group.

Marc is French and graduated from Université Paris I PanthéonSorbonne. He speaks French and English.

Mathieu Scodellaro

Partner,
PwC Luxembourg

Mathieu is a Partner in the Regulatory, Risk and Compliance of PwC Luxembourg, focusing on fund formation for private assets strategies. He specialises in issues concerning investment funds, fund managers and the various service providers. Over the last 21 years, Mathieu has assisted numerous international clients in the setting-up, (re)structuring and handling of their organisation or projects. He regularly advises his clients on regulatory issues and in their relationships with the regulatory authorities.

He has been involved in the creation of a large number of regulated and unregulated investment funds from plain vanilla UCITS to investment funds investing in illiquid assets (private equity, debt funds, real assets, insurancelinked assets…), with complex investment strategies or with innovative features. His involvement included the structuring of the products, the drafting of the offering documentation, the negotiations with the service providers, potential investors and lenders, the communication with the regulator., etc. He has assisted his clients in the development of their products and dealing with special events (restructuring, liquidation…)impacting their funds.

He has also assisted a number of depositary banks and managers in their strategic or regulatory restructuring and dealing with new regulations impacting their businesses or the funds they are servicing.

With the increasing regulatory scrutiny, he has also assisted clients facing queries or investigations from the regulator.

Bernard Attard

Partner, Tax,
PwC Malta

Bernard is a Tax Partner of PwC Malta. Bernard holds a Bachelor of Accountancy (Hons.) degree from the University of Malta. After graduating from University in 1998, Bernard joined PwC Malta and in 2007 he was seconded to the International Tax Structuring Group at PricewaterhouseCoopers Berlin. Over the years working in the Tax Unit of PwC, Bernard has been involved in various tax and related assignments both internationally and locally in a wide variety of industries. Bernard also has wide experience in leading and coordinating international assignments and cross border work.

Bernard lectures in tax law at the University of Malta and is a member of the Tax Committee of the Institute of Financial Services Practitioners of Malta.

Edward Attard

Partner, Tax,
PwC Malta

A tax lawyer within the Tax and Legal at PwC Malta, Edward has a focus on Maltese, International and European taxation of individuals and companies. In 2006 Edward graduated in Law from the University of Malta and, in 2007, graduated in International Tax Law with honours from Leiden University in the Netherlands. Before working at PwC in Malta, he was an Academic Coordinator at the International Tax Centre in Leiden. Edward also worked for PwC in London for a number of years dealing mainly in European and International taxation for large companies. He joined PwC Malta in 2011 and was admitted to the firm’s partnership in 2022, with focus on private wealth matters. Edward occasionally lectures on crossborder and domestic tax law matters in a number of Institutes and Universities across Europe, has published material with Kluwer Law and other reputable publishing houses and is a Council member of the Malta Institute of Taxation.

Alexia Deguara

Senior Manager,
PwC Malta

Alexia is an accountant who has more than 10 years of experience managing a portfolio of private wealth set ups and international entities with multi-jurisdictional exposure.

She focuses on building long-term client relationships as part of the family office services team, specializing in delivering tailored financial and administrative solutions that align with each family's unique goals and values, as well as building long-term relationships with clients, offering proactive support to meet their evolving needs.

Luís Filipe Barbosa

Financial Services Risk & Regulation Advisory Partner,
PwC Portugal

Luís Filipe Barbosa is the Partner responsible for the Financial Services Risk & Regulation business unit at PwC Portugal and the Financial Services Market Leader of the same. He has 17+ years of professional experience, across top three Portuguese banking groups, the Prudential Supervision Department of the Bank of Portugal, and PwC, enabling him to acquire a profound knowledge of the banking sector in areas such as risk management, prudential regulation, financial analysis, and internal governance. Throughout his career, he has closely monitored developments in the European regulatory framework, including Basel II and CRR2/CRD5, participating actively in national transposition processes and in discussion forums within the European Banking Authority (EBA) and the Single Supervisory Mechanism (SSM).

At PwC Portugal he has assumed the leadership of projects in areas such as internal control systems optimization, SREP assessments, credit risk modelling, ICAAP and ILAAP processes, non-financial risk management, RWA optimization and ECB/EBA stress tests. Additionally, he has been involved in several PwC international projects and is one of the specialists of PwC Network Europe in matters of management and measurement of credit risk in financial institutions. 

Rodrigo Rabeca Domingues

Financial Services Tax Partner and Crypto Assets Lead Partner
(Portugal and Angola Offices) PwC Portugal

Rodrigo Rabeca Domingues is a Tax Partner in the Financial Services area at PwC Portugal. He has relevant experience in taxation of financial operations and products, investment funds, debt, securities and capital markets, and repo operations, among others. Rodrigo also has relevant experience in tax auditing processes, tax due diligence, review of tax returns, transfer pricing in the financial sector, and resolution of disputes with the tax authorities. Rodrigo regularly provides training sessions at PwC´s Academy, OROC, OCC and APOTEC. He is a lecturer at IDEFF, UAL, and UCP and participates as a guest speaker in several seminars, conferences and workshops, addressing tax related matters.

Rodrigo is the author of “FATCA and CRS – Framework, Legal Regimes and Complementary Legislation and of “Multilateral Instrument – Framework and impact on the Double Tax Treaties entered into by Portugal”. Rodrigo is an arbitrator at the Portuguese Court of Tax Arbitration (CAAD). 

Roberto Bilro Mendes

Financial Services Risk & Regulation Partner (Lisbon Office) / Compliance & AML Co-leader (Frankfurt Office) 
PwC Portugal

Roberto is Partner of the Financial Services Risk & Regulation business unit at PwC Portugal. He joined PwC in October 2016 and has been managing projects of a regulatory nature, including analysis and assessment of compliance with legal and regulatory requirements relating to the internal governance of institution and suitability of members of the management and supervisory bodies. He has also been managing projects of implementation of financial and insurance regulations, with special focus on financial intermediation (MiFID II/MiFIR), marketing of complex financial products (PRIIPs) and insurance distribution (IDD).

With a law degree and post-graduate studies in Corporate Finance, Corporate Governance and Advanced Corporate Law at the Faculty of Law of the Universidade de Lisboa, he was an associate lawyer in the Banking and Financial Markets Department of Sociedade Rebelo de Sousa & Associados for 3 years and a lawyer of Banco Invest for 3 and a half years, where he assumed responsibilities at the level of implementation and verification of compliance with various European and international legislation. 

Jefferson Oliveira

Asset & Wealth Management Investment Centre Director
PwC Portugal

Jefferson Oliveira is the Asset & Wealth Management Investment Centre (AWMIC) Director. Jefferson started his journey in 2015 at PwC Brasil, being ´seconded´ to PwC Luxemburg in the same year to lead the Asset & Wealth Management department. He has 27+ years of professional experience, with a strong focus on the national and international financial sectors. Over the past 15 years, he has worked more specifically in capital markets, asset and wealth management, advising issuers on bond structuring processes, asset managers on their cross-border expansion strategies, and supporting the modernization of family offices and wealth managers.

He holds an MBA from the Universidade de São Paulo (USP), a bachelor’s degree in Accounting and Technology (PUC-SP), and has enhanced his expertise through executive education programs at INSEAD Singapore (2011) and the Wharton School of Business (2021). His background is complemented by an active network across key financial organizations in Latin America, Europe, and Asia, reflecting his strong collaborative approach.

Rafaela Dias Regra

Tax Senior Manager,
PwC Portugal

Rafaela Regra is a PwC Tax Senior Manager of the Financial Services area. She has expertise on real estate/ asset management and relevant experience in providing tax advisory services to national and international entities, regarding real estate investments in Portugal and international taxation, financial and treasury transactions. Rafaela advises clients in the setting up of international corporate structures, related to the international investments of Portuguese groups as well as tax issues arising in each of the jurisdictions involved. Rafaela also has expertise on buy side and sell side tax due diligences and tax compliance services, being involved in the setting up and reorganization of several real estate investment in recent years for both Portuguese and international investors. She is a trainer at PwC´s Academy, namely in courses related to corporate and real estate taxation matters. 

João Diogo Geada

Financial Services Risk and Regulation Manager
PwC Portugal

João Diogo Geada is a Manager in the Financial Services Risk and Regulation area at PwC Portugal. He has been involved in projects related to risk analysis, management, and governance, gap analysis, and the assessment and enhancement of the risk management function. His work has also covered quantitative-based topics such as the implementation of PRIIPs regulation, modelling of financial and non-financial risks and scenario analysis and the calculation and adequacy assessment of capital requirements (ICAAP). João has an engineering background and holds a master's degree from Instituto Superior Técnico, which provided him with the mathematical and programming skills necessary to apply quantitative models and approaches to financial systems.

Currently, he leads strategic initiatives with particular emphasis on the creation of the PwC AWMIC. He has coordinated teams in international PMO projects and strengthened the integration of technology and automation in risk management. His experience spans banks, insurance companies, and asset management firms, consolidating expertise in risk management, compliance, and strategic planning. 

Anuj Kagalwala

Partner, PwC Asia Pacific Private Wealth Leader,
PwC Singapore

Anuj focuses on international advisory work and provides extensive consulting advice to family offices (as PwC Asia Pacific Private Wealth Leader as well as PwC Singapore Private Wealth Leader), trust companies, private banks and UHNW families on taxation matters, including structuring of investments, setting up family offices and entry strategies into Asia. He is actively involved in discussing asset management and wealth management issues with relevant authorities, industry associations and key stakeholders in the industry. Anuj enjoys public speaking and teaches the Family Office Structuring module at the Wealth Management Institute, Singapore..

Trevina Talina

Partner, Financial Services Tax,
PwC Singapore

Trevina has over 15 years experience in Singapore tax work in the financial services sector. Specialising in tax advisory services in the asset and wealth management industry she has advised families in the set up of family offices and investment vehicles, the set-up of both Singapore and offshore investment funds and the fund management operations in Singapore, and advised on cross-border transactions or arrangement (such as permanent establishment exposure, tax treaties analysis and tax residency issues). Trevina is a graduate of the Singapore Management University and a member of the Institute of Certified Public Accountants of Singapore.

Kexin Lim

Partner, Tax and Private,
PwC Singapore

Uniquely positioned with hands-on experience in Singapore, Jakarta and London, Kexin specialises in tax advisory for business families, family offices, NextGens and entrepreneurs end-to-end.

Over her 21-year award winning career at PwC, Kexin has lead Singapore and global tax advisory for principals and their teams at the investor, holding and operating levels to balance ownership and business needs in this dynamic tax global environment.

Frequently profiled in the media and a Chartered Accountant (Singapore), Kexin graduated as Valedictorian from the Singapore Management University (SMU) with a bachelor of Accountancy and major in Law (summa cum laude). She is a faculty member at the Wealth Management Institute, Singapore and Board of Trustees at SMU.

Lucia Coto Gonzalez

Partner, Family Business Leader,
PwC Spain

Lucia heads PwC Spain’s Family Business practice. She joined PwC in 2011, and she has built a strong expertise in advising family businesses and family offices, notably in complex reorganisations and tax structuring, as well as tax inspections and litigations.

She also has extensive experience in advising large domestic and international companies on direct and indirect tax matters, as well as the design and implementation of restructuring and estate planning solutions.

She is a Professor at the Instituto de Empresa.  

Marcos Valle Perez

Director,
PwC Spain

Marcos is a Director of PwC Spain’s Family Business team.

He is a member of the Spanish Bar Association who has more than 17 years of experience in tax advice to high-networth individuals, family offices and family businesses in Spain and abroad. 

Gwen Wyndaele 

Senior Manager,
PwC Spain

Gwen is a Senior Manager of the Deals Tax team in Madrid.

He has been working with private, entrepreneurial and institutional players in Spain and Luxembourg since 2012. His specialisation includes wealth structuring, asset protection, mergers and acquisitions, as well as national and international expansion.

Gwen is well-equipped to provide services to entrepreneurs, family businesses, and family offices. His tax advisory work has spanned various industries, with recent focuses on education, energy, healthcare, and tech. 

Carl Wattrang

Partner, Tax. Asset and Wealth Management Tax Leader,
PwC Sweden

Carl is a Tax Partner and the Asset and Wealth Management Tax Leader in Sweden with 15 years of experience.

He regularly advises top tier industry leading clients including sovereign wealth funds, pension funds, hedge funds, private equity funds, family offices as well as banks and insurance companies on complex Swedish and cross-border transactions.

Carl is a trusted advisor to both single and multi-family offices in investments across all asset classes. His in-depth knowledge of various investment strategies enables him to provide insightful and strategic advice to his clients in developing long-term successful wealth management.

Annika Svanfeldt

Partner, Tax. Entrepreneur Tax Leader,
PwC Sweden

Annika Svanfeldt has been an integral part of our team for 18 years, currently serving as Tax Partner and Private Business Leader in Sweden.

Annika provides comprehensive tax advice to entrepreneurs and their companies and to family offices. Her expertise spans a wide range of tax issues, including corporate and personal tax matters, succession planning, and ownership changes.

Annika's extensive experience allows her to support clients through complex tax landscapes, ensuring they receive tailored and strategic advice. Her dedication to her clients and her deep understanding of the tax implications for both businesses and individuals make her a trusted advisor in the field.

Lisa Cornwell

Partner, Leader Private Clients & Family Offices
PwC Switzerland

Lisa has over 20 years experience providing advice to international private clients and family offices as well as the issues that banks and wealth managers face when dealing with complex international families. Her clients are typically banks, wealth managers, single and multi-family offices, private investment offices, trustees and entrepreneurs. Lisa has worked in the UK and Switzerland in banking and for the Big Four, so understands the issues clients face in a multifaceted way and is always seeking the most practical solution for her clients.

Jürg Niederbacher

Partner, Private Clients & Family Offices
PwC Switzerland

As member of the Swiss oversight board for PwC Switzerland Jürg has over 20-year experience serving multinational clients with tax advice related to national and international matters. He has gained extensive experience in consulting corporate and private clients supporting them with the set-up, implementation and maintenance of sustainable tax structures. Jürg has advised national and international clients and family-owned businesses in a significant number of M&A deals and has gained in-depth insight into various industries.

Kornel Wick  

Managing Director, Private Clients & Family Offices,
PwC Switzerland

Kornel is a Swiss certified tax expert and holds a Master degree in Business Administration from the University of Zurich. He has more than 25 years of experience in advising private clients. Kornel is specialized in consulting national and international private clients; especially in the area of Tax and Social Security and as well in the structuring of high networth individuals and their companies. Relocating his clients to Switzerland he support them as well in immigration topics.

Kornel works as well as a judge at the cantonal tax court of Aargau and is a regular lecturer at tax seminar.

Jacqueline Landmann

Director, Private Clients & Family Offices
PwC Switzerland

Jacqueline is a Director in the Corporate Tax und Private Clients Team Basel as well as Aarau. She is a certified tax expert with almost 20 years of experience in advising Swiss based Families and their Businesses [or Swiss based corporates as well as Private Clients (High Net Worth Individuals)] in all tax aspects. Jacqueline is a former judge at the Tax Recourse Commission of the Canton of Basel-Stadt.

Philip Vossenberg  

Tax Partner and Family Business Leader,
PwC The Netherlands

Philip Vossenberg is Tax Partner within the Private Wealth & Family Business of PwC The Netherlands. With over 25 years of experience in the family business practice at PwC, Philip advises both companies and families in the field of taxation. Philip is the trusted advisor for not only family owned businesses, but also for family offices and high net worth individuals.

Philip leads the PwC's Family business team in the Netherlands. From this position, Philip is also actively involved in the Tilburg Institute for Family Business, a joint initiative of PwC and Tilburg University. Philip also acts as a guest lecturer there. In addition, Philip is a substitute judge at the Dutch court.

Philip is an expert in the field of (inter)national tax advice about succession, structuring, financing, governance, M&A and compliance.

Marloes Griffioen

Tax Partner and Single Family Office Leader,
PwC The Netherlands

Marloes Griffioen is Tax Partner in the Private Wealth & Family Business practice of PwC The Netherlands. In this capacity Marloes leads the Single Family Office proposition of PwC The Netherlands.

With over 13 years of experience Marloes specializes in Personal Income Tax, Corporate Income Tax and Estate Planning. The client portfolio of Marloes consists of large familyowned companies and high net-worth individuals. In this capacity Marloes has advised and helped various clients to set up ownership structures in the Netherlands without an excessive tax and compliance burden from both a Corporate and Personal Income Tax perspective. 

Ismael Hajjar 

Partner, International Private Wealth & Family Office, PwC Middle East

Ismael Hajjar is a UAE based partner specialising in international tax and wealth structuring, family office and private capital advisory. He started his career in Europe and has been serving international families for over 18 years. He relocated to the UAE in 2013 and is currently acting as a trusted advisor to a number of successful families across the Middle East region.

He is leading PwC Tax and Legal service offering to private clients, entrepreneurial and royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives.

Kimberley Wilks

International Private Wealth & Family Office,
PwC Middle East

Kim advises families and the owners of multigenerational family businesses across all industries and geographies in the Middle East and worldwide. Kim specialises in understanding the specific challenges families face and supports ultra-high-net-worth private clients, private businesses and family offices in navigating the increasingly complex global tax landscape.

Kim is experienced in designing bespoke solutions to achieve families’ long-term objectives (such as asset protection, wealth preservation, succession planning and tax optimisation) and in the creation and optimisation of global ownership structures and family offices, including the use of corporate entities, trusts and foundations across multiplejurisdictions.

Abdallah Baassiri

International Private Wealth & Family Office,
PwC Middle East
 

Abdallah has over 12 years of expertise in the areas of succession planning, ownership strategy, wealth preservation, and ownership structuring.

His primary focus is advising successful families, family business owners, and family offices across the Middle East region on how to effectively navigate the complexities of these critical areas.

Abdallah is experienced designing bespoke succession planning and governance solutions aimed to achieve longevity and sustainability of family wealth and advising on the setup and professionalisation of family office setups.

Alison Hill

Partner, Private, London,
PwC UK

Alison is a Partner in PwC's international private client team with more than 25 years of experience working with international individuals, families and their family offices, helping them to navigate the ever-changing tax landscape. Alison works with a wide variety of clients from all around the world. She is an integral part of our global private wealth community, helping to ensure that PwC can reflect and effectively support the international nature of our clients.

Building strong, long term, trusted relationships with clients enables to Alison to provide holistic pragmatic advice based on a real understanding of her client's motivations and requirements, working collaboratively with family offices and other advisors.

Alison has extensive experience of working with institutions providing services to such individuals, helping them to ensure that the services they are providing are appropriate to their client's requirements from a UK tax perspective.

Natalie Martin  

Partner, Private Clients,
PwC UK

Natalie Martin is a Partner in PwC’s Tax Private team, leading their London private wealth team.

She is an LLB and Chartered Tax Advisor solving complex tax issues for international families and entrepreneurs and their wealth structures. Natalie advises individuals and families with substantial wealth on all aspects of tax, from transaction-specific advice to managing their overall tax, wealth and succession profile, as part of meeting their personal and business objectives.

She also specialises in tax risk management and dispute resolution. A large proportion of Natalie’s clients have a footprint on more than one continent, be it family members, companies or assets.

Christine Cairns

Partner, Private Clients in Alternative Investment Funds,
PwC UK

Christine is a Private Client tax advisor with an alternative asset management focus. She advises clients on their personal tax affairs, complex international matters including residence, domicile, remittances, asset ownership structures, inheritance tax and trusts, specialising in putting that advice within the context of their industry. More broadly, she helps clients and private offices structure private and collective investment structures. Her team advises clients on the impact of fund and deal structures on their investors, how to tax and report carried interest and coinvestment, manage the disguised investment management fees rules, deal with HMRC enquiries, and all matters tax compliance related.

Will Dowsett

Private Client Partner and Central Region Private Client Leader,
PwC UK

Will leads the Private Client practice in the Midlands and joined PwC in 2008 after starting his career at Arthur Andersen. He advises HNWIs and entrepreneurs on how they can achieve the optimum tax structure for their business interests and investments, as well as how they plan for future succession. He has over 16 years' experience, working with a broad range of clients ranging from some of the wealthiest families in the UK to entrepreneurs who are just starting out.

Valeriy Ilchenko

Director, Tax – Private Client,
PwC UK

Director in PwC’s Private Tax Team with 19 years’ experience advising high-net-worth individuals, families, trusts and private corporate structures across multiple jurisdictions. Valeriy helps clients manage the intersection of personal and business wealth, with deep technical expertise in UK personal and corporate tax and a particular focus on international aspects of their affairs. He works with clients to design and implement practical, tax-efficient structures that support long-term family and business goals, from asset protection and succession planning to business ownership and investment structures. This includes navigating complex multi-jurisdictional rules, coordinating advice across markets, and ensuring robust compliance with UK and overseas tax obligations. 

Doug Luthman

Director, Tax – Private Business,
PwC UK

Doug is an international tax director with over 15 years’ experience including three years on the UK tax desk in New York.

His main areas of expertise include cross-border structuring, intra-group re-organisations and finance & treasury, as well as other international tax issues. Doug chiefly focuses on family offices, PE funds and large privately-owned multinationals investing in the UK and through the UK into the US, Europe, Africa and Asia across a number of industries including Oil & Gas/ Renewable energy, Retail & Leisure and Real Estate.

Doug regularly supports family offices, PE funds and portfolio groups with large infrastructure developments across EMEA and North America. 

Colin Davis   

Director, Real Estate, Private Office Deals, Private Banking, PwC UK

Colin is a Director in the UK Real Estate Lead Advisory team. He has 23 years consulting, private equity real estate and fund management experience in the UK, Europe and Emerging Markets. Prior to joining PwC, Colin was a Director in the real estate arm of the family office of Romanian billionaire Dinu Patriciu, which held a £1.2bn pan European portfolio of distressed commercial real estate assets. Prior to this, Colin was a Partner at Knight Frank.

In addition to his real estate focus, Colin also has taken a lead role broadening relationships with the firms’ family office clients into a Deals context and in building relationships with private banks within Deals and across the firm. Colin has contributed to a range of PwC publications including the recent Family Office Deals Study and Billionaires Insights.

Tom Evennett

Partner, Private Wealth & Family Office,
PwC UK

Tom recently joined PwC, bringing 25 years’ experience advising international entrepreneurs, ultra-high-net-worth individuals, their family offices, trust structures and businesses on a broad range of tax and commercial matters.

His experience spans all aspects of UK personal taxation, including tax residency, the FIG regime, capital gains tax and inheritance tax. He also advises shareholders of privately owned companies on restructuring, international expansion and exit planning, and supports clients with the establishment and ongoing operation of family offices and asset-holding structures in the UK and internationally.

Tom’s focus is on building long-term, trusted relationships with his clients and their wider advisory teams, enabling him to deliver practical, commercially focused tax advice that supports both their business ambitions and family objectives.

Dan Packwood 

Partner,
PwC UK

Dan is a Tax Partner at PwC and the UK Family Business Leader, specialising in advising privately owned and family-run businesses on complex tax and strategic matters. He works closely with entrepreneurs, business owners and family offices to help them manage the interaction between personal and business wealth, supporting them through key events such as growth, succession and transactions. Dan has more than two decades of experience advising private and family-owned businesses and helps clients address a broad range of commercial and tax challenges. His work often focuses on transactional matters (such as succession and deals) and structuring for private clients and business owners.

Dipan Shah

Partner, UK PB Tax Leader,
PwC UK

Dipan advises individuals and families with substantial wealth on all aspects of tax, from transaction-specific advice to managing their overall tax and succession profile, as part of meeting their personal and business objectives.

Dipan’s clients include UK and international families, entrepreneurs and their businesses. Dipan specialises in advising shareholders of privately owned companies on corporate restructuring, refinancing, international expansion, shareholder value realisation and exit planning.

Danielle Valkner

Partner, Family Enterprise Advisory Services
PwC US

Danielle works with private businesses, family businesses and financial services organizations in the areas of finance effectiveness and reporting, technology innovation, process improvement, operating model transformations, due diligence, risk management, and vendor selection. Prior to PwC, she worked for two global asset managers, gaining experience in Chief Financial and Chief Administrative Officer roles, responsible for financial reporting, strategic planning and analysis, infrastructure, finance, treasury, accounting and internal controls. She spent over 10 years as an auditor in the financial services sector. Danielle graduated summa cum laude from Augustana College in Accounting and Business Administration. She is a licensed CPA and an Elijah Watt Sells award recipient.

Lindsey Thor

Principal, Personal Financial Services,
PwC US

Lindsey advises multinational HNWIs, families, family offices and executives on domestic and international tax compliance and consulting matters. She specializes in international individual tax and cross border consulting-leading the global work nationally for Personal Financial Services. Her work covers tax technical areas such as wealth planning, entity structuring, state and local tax planning, and charitable giving. She has lectured on cross border issues affecting individuals and families both locally and nationally. She co-authored PwC’s annual year-end planning guide, “Managing your Wealth”. Lindsey received her Bachelor of Science in Accounting from Santa Clara University. She is a member of the New York State CPA society and has served as a committee member of the society's International Tax Group and is a full STEP (Society of Trust and Estate Practitioner) NY member. 

Amit Bansal

Principal, Global Tax Structuring – HNWI and Family Offices,
PwC US

Amit is a Principal in PwC's Global Structuring – Financial Services practice with 18+ years of experience in cross-border transactions and international tax strategy, having worked across Mumbai, Los Angeles, and New York since joining PwC in 2007.

He leads a team focused on innovative tax structuring, compliance optimization, and automation for a diverse client base including:

• Asset/wealth management firms and private equity
• Venture capital, hedge funds, and real estate/infrastructure funds
• Sovereign wealth funds and global pension funds
• Ultra-high-net-worth individuals (UHNWIs) and family offices

Amit specializes in end-to-end deal lifecycle tax advisory and international tax structuring for family offices and UHNWIs, focusing on tax optimization, minimizing leakage, and unlocking foreign tax credits through cross-border strategies. He collaborates closely with PwC's personal financial services (PFS) and private company services (PCS) teams.

Qualifications: Chartered Accountant (ICAI, India) | MBA in Finance (ICFAI) | IRS Enrolled Agent

Oscar Teunissen

Principal – Global Structuring – HNWI and Family Offices, 
PwC US

Overview and relevant experience

Oscar Teunissen is a partner at PwC's New York office, serving as the Global Private Equity and Endowments Tax Leader. He also leads the PwC National Tax Strategy in the U.S. and is involved in the Family Office Practice.

With over 35 years of experience, Oscar specializes in advising family offices, hedge funds, and private equity funds on cross-border tax matters, investment opportunities, and managing global tax risks. His expertise includes asset management, international tax aspects of deals, and setting up tax-efficient structures.

Oscar focuses on global structuring, treasury management, international reorganizations, and mergers and acquisitions. He frequently speaks at conferences and has published articles in notable tax publications. His recent works include discussions on global infrastructure investing and U.S.-managed hedge funds.

Oscar holds degrees in Taxation and Economics from the University of Amsterdam, an LL.M. in Tax from the London School of Economics, and a U.S. LL.M. in Taxation from New York University School of Law. He is also a member of the Netherlands Tax Bar.