PwC Family office country teams

Glen Frost

Partner, PwC Private,
PwC Australia

Glen has helped individuals and their families for over 30 years as an integral part of PwC’s Private Clients team, including the past 16 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, retailers, property developers, medical specialists, 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’s Private Clients Tax and Accounting practice, Samantha provides family, business and taxation advice to her clients and assists them with their compliance obligations. She focuses on families and family business advice, specialising in strategic taxation and accounting advice in the retail, wholesale, agricultural, franchising and property industry sectors. She has been with PwC for over 26 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 25 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 the Private Clients group 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.

Bruce Ellis

Partner, PwC Private,
PwC Australia

Bruce has advised multi-generational families, family offices and private businesses for over 32 years. Bruce’s experience is based on a tax and accounting skill set with deep expertise in trusts. He advises on complex, international and multi-jurisdictional tax matters, provides family meeting facilitation or participation, and helps families navigate succession and estate planning. He advises on the taxation consequences of international investments and investment structures and how such investments should be held to maximise returns after local and Australian taxes. Bruce has had extensive experience in dealing with the ATO on behalf of clients and leads the firm’s ATO Next 5000 Strategy response in Victoria.

Naree Brooks

Partner, PwC Private,
PwC Australia

Naree has worked in general business and tax advisory services to private and family businesses in Australia for the past 30 years.
She specialises in managing the taxation and other regulatory issues in respect of retirement and superannuation planning. This includes advising on the rules for permissible investments, working within the superannuation regime and accessing retirement benefits including from overseas superannuation plans.
Naree holds a Bachelor of Business (Accountancy) from the Royal Melbourne Institute of Technology. She is a member of the Institute of Chartered Accountants Australia & New Zealand in Australia and a fellow of the Taxation Institute of Australia.

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, high-wealth individuals and their associated business and family-owned 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.

Billy Meston

Partner, PwC Private,
PwC Australia

Billy heads the PwC Private Business in Perth. Working with private, entrepreneurial and not-for-profit organisations in Australia and the UK since 1994. His specialisation spans external audit, corporate governance, process and performance improvement, strategy, valuations, mergers and acquisitions, as well as national and international expansion. With a wealth of experience, Billy is well-equipped to provide services to individuals, private enterprises, and family businesses. His advisory work has spanned various industries, with recent focuses on agriculture, mining and oil & gas services, engineering, financial services, not-for-profit, aged care, logistics, infrastructure, and mining exploration companies.

Georg Erdélyi

Partner, Tax Advisor, Expert for Family Businesses
PwC Austria

Georg has been working in tax consulting for more than 26 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 Kreindl leads the Entrepreneurship and Corporate Venture Capital (CVC) practice at PwC Austria. His passion and focus is on supporting entrepreneurial families in (re)structuring their business models, developing venture strategies and advising on owner-strategic governance issues. His professional background includes roles at EY (Ernst & Young) and other consulting firms, as well as entrepreneurial experience as co-managing director of a mid-sized consulting firm.

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.

Hadielia Yassri

Partner, Family Enterprise Advisor
PwC Canada

Hadielia is Partner with PwC’s Family Enterprise Services. She is a family business engagement expert with more than 10 years’ experience working with multi-generational enterprising families and family offices.  

She holds her LLM (tax) program at Osgoode Law School. She holds a JD from the University of Calgary and the Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP) designations.

Hadielia’s points of difference include:  

• The plurality of her skills and experiences in tax law, wealth management, family office services and family business continuity planning.
  
• Thoughtful listener and observant without preconceptions.
  
• Collaborative, supportive of consensus and shared responsibility for action

Elise Hochberg

Senior Manager, PwC Private, Family Enterprise Advisor,
PwC Canada

Elise is a Senior Manager in PwC’s Family Enterprise Services practice. Her skills in family advisory enable families to develop a greater communication capacity, increasing dialogue across multiple generations. In addition, Elise leads family office diagnostic engagements for Single Family Offices. Elise takes a holistic view of the family enterprise to ensure that the family’s interest is best supported.  

Elise is a third-generation family business member. Prior to joining PwC Elise was a project manager in her family’s company. Her experience working in her family’s business gave her a practical, first-hand perspective of issues and opportunities facing families, their companies and the next generation of family members.  

Elise holds the Family Enterprise Advisor (FEA) designation, an advanced Family Advisory certificate from Kellogg School of Management, a certificate in conflict coaching from the Justice Institute of BC, certificate from ProSci Change Management and is currently pursuing her TEP designation.

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 29 years’ financial advisory experience with PwC in three countries, including approximately 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 High Net Worth Individuals (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 practices 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
 

6 years of experience in supporting High Net Worth Individuals (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

Director and Market Leader,
PwC Denmark

Karina Hejlesen Jensen is the 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 and for PwC EMEA. 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.

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 tax-optimizing 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 is Partner at PwC Germany and Managing Director of 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.

Burkhard Jakob

Private Client Solutions / Family Office Services,
PwC Germany

Burkhard is a lawyer, tax advisor and partner based in Kiel and Hamburg. He specialises in comprehensive legal and tax advice for high-net-worth individuals and their businesses. Burkhard has more than 20 years of experience in structuring family businesses and long-term tax and succession planning for entrepreneurial families. Before joining PwC, he was, amongst others, Head of Tax & Legal of a large family office in Northern Germany. His industry experience includes agriculture and forestry, shipping, logistics, recycling, renewable energies and financial services.

John Wong

Partner, China Family Business & Private Client Services Leader
PwC Hong Kong

John has over 35 years experience in helping HNWIs 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 personal and family goals 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 advising Chinese and Hong Kong based international financial institutions and trustees and is a frequent speaker at wealth forums and tax seminars.

Wise Lam

Partner, Private Clients and Family Office Services
PwC Hong Kong

Wise has been providing consultation services for high net worth individuals and families including well known individuals, major shareholders and senior executives, many of whom are listed on the Hurun China Rich List. She has extensive experience in providing advice in relation to the international taxation, asset preservation and wealth planning, setting up and restructuring of offshore holding structure including trust structures, Hong Kong companies and offshore companies, assistance with the trust administration, restructuring and ongoing operations; as well as planning and implementation of family governance structures.

Gloria Yip

Partner, Private Clients and Family Office Services
PwC Hong Kong

Gloria has more than 10 years of experience in family wealth planning services and provided services to high net worth individual, entrepreneurs and major shareholders of listed companies. Her experience includes designing different wealth planning tools and asset holding structures to achieve family succession planning, including establishment and restructuring of family trust structures, and also designing structures for listed companies on employee incentive plans. Moreover, she has helped numerous families in implementing 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 

Associate 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, Tax,
PwC Italy

Based in Milan, Pasquale Salvatore is a Tax Partner in PWC TLS, with over 24 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, Deals Family Office,
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 non-listed company.

Stefania Medda 

Director, Tax,
PwC Italy

Stefania is a Tax Director with over 14 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.

Valéry Civilio

Partner,
PwC Luxembourg

Valéry is graduated in Law in Brussels University and obtained a Master in Tax at the Solvay Business School.

Valéry began his career in 1993 and joined Coopers & Lybrand in 1995. He is a member of the Tax Leadership Team as Managed Services Leader.

Valéry has a large experience in setting up holding and financing entities as well as Intellectual Property management; he has implemented numerous integrated global structuring projects for international groups. As an International Tax Services specialist, Valéry has also assisted several worldwide major players in their various acquisitions and investments in or from Luxembourg.

Jefferson De Lima Matias Oliveira

Asset & Wealth Management,
PwC Luxembourg

Jefferson has assisted asset owners (private and institutional), asset managers, entrepreneurs, supranational institutions, SWF and investment banks for over 25 years in the areas of x-border in/divestment initiatives, fundraising-DCM, portfolio management, M&A, corporate strategy and value chain transformation. Jefferson has developed long-standing relationships with clients, shareholders, regulators, government officials and financial services-capital markets associations.

Prudential advice, long-term view, proactive approach and consistency are the foundations of his professional life. He has lived and worked in Central Europe, Latin America and SouthEast Asia.

Francis Parisis   

Managed Services and Family Office Managing Director, PwC Luxembourg

Francis joined PwC Luxembourg in September 2021 as Managing Director for Managed Services. 

Francis is a Financial, Fund and Fiduciary Services professional with an extensive technical and operational background. With 20+ years experience in the (private) wealth management and alternative fund industry, he has seen it evolve to meet the needs of the next generation of clients. His career has taken him to numerous countries and continents, working across fund services, wealth management and family offices.  

Born in Belgium, he is fluent in five languages and holds a Bachelor in Business Administration (Finance) from Ghent University (Belgium) and the University of Limerick (Ireland).

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 family-owned 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.

Anuj Kagalwala

Partner, Asset & Wealth Management Tax Leader,
PwC Singapore

Anuj focuses on international advisory work and provides extensive consulting advice to family offices (as lead of the Family Office practice in Singapore), 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

Tax Partner, Entrepreneurial and Private Business,
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 18 year award winning career at PwC, Kexin has worked closely with principals and their teams at the investor, holding and operating levels to balance ownership and business needs in this dynamic tax environment.

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-net-worth 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 17 years, currently serving as Tax Partner and Entrepreneur Tax 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.

Jürg Niederbacher

Partner, Leader 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.

Lisa Cornwell

Partner, Family Offices & International,
PwC Switzerland

Lisa has 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.

Kornel Wick  

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 net-worth 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.

Mahmut Aydemir 

Senior Manager, Private Clients & Family Offices,
PwC Switzerland

Mahmut is a Senior Tax Manager with expertise in international taxation, focusing on the Middle East and Turkey. He assists international private clients and family offices in optimizing tax strategies and navigating complex regulations. Mahmut conducts reviews of family offices, establishes alternative structures for succession plans, and assists with setting up family offices, trusts, and foundations. With prior experience in designing tax policies and procedures. He also advises multinational companies on international tax matters in the Middle East and Turkey.
 

Ismael Hajjar 

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

Ismael Hajjar is a UAE based partner specialising in international tax & 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 & 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 multi generational 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, including the use of corporate entities, trusts and foundations across multiple jurisdictions.

Amin Nasser

Senior Adviser to the PwC Middle East Private Business Practice
 

Amin Nasser is an ex-PwC Senior Partner and is currently the Senior Advisor to PwC’s Middle East Family Business practice across the Middle East, and has been with the firm in Dubai and London for over 30 years with a major focus on the Family Businesses across the Middle East. He has worked with a large number of Families advising them on key Family issues such as Continuity, Succession Planning and Conflict Management. Amin was responsible for developing the firm’s activities in Family Business Advisory. Amin joined a Family business conglomerate, Gulf Marketing Group (GMG), as the CEO in 2015. Responsible for driving the Group’s overall growth and productivity across the Middle East, Amin worked closely with the Deputy Chairman to develop and execute the Group’s long term strategy.

Alison Hill

Private Client Partner, 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 leads PwC’s London Private Wealth Team. 

She is an LLB and Chartered Tax Advisor and specialises in working with private offices and high net worth individuals, often dealing with complex trust and corporate structures which hold property, investments, businesses and private assets in various jurisdictions. Her clients are typically entrepreneurial and multigenerational and therefore succession is a key aspect of her work. 

Natalie is also experienced in tax risk governance and dispute resolution for both private individuals, trusts and corporates, both in the UK and internationally.

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.

Sarah Middleton  

Valuations and Lead Advisory, Private Client Lead,
PwC UK

Sarah is a Partner in the UK Valuations practice (a team of over 175 dedicated valuation specialists) with 20 years of experience focusing on providing valuation advice to trustees, family offices, private clients and private businesses.

Sarah specialises in providing independent valuation advice in both contentious and non contentious matters often involving multiple stakeholders and significant complexity in terms of the business assets and structures in which they are held. Her role often involves working closely with legal teams and other advisors.

She is currently working with a number of family offices, advising on long running, complex restructurings of family held assets

Jonny Rodwell

Director, Valuations, Lead Advisory, Private Client,
PwC UK

Jonny is a Director in the UK Valuations practice, and regularly advises private clients, trustees and private and family owned businesses on valuation matters for a variety of purposes including estate re-organisations and succession planning, pre-deal restructurings, M&A, tax and disputes (including trusts, shareholder and divorce)

He has recently been supporting a number of Private Wealth clients including trustees and family offices to adopt technology enabled solutions to monitor, track and report on the value of family assets across complex structures for a number of different family-owners.

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.

Hannah Harris  

Director, Governance & Regulation,
PwC UK

Hannah advises UK and international clients on all aspects surrounding the family ownership of the business, from corporate and shareholder governance, regulatory compliance, family office structure and operations and succession planning to preparing the next generation to take on senior roles within the business.

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

Advisory 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 since 2012.