Event details

Join us for the latest discussion from our US series, sponsored by Waverton Investment Management.

We will be discussing live on Zoom with an expert panel the implications for HNW clients of the incoming Biden administration featuring:

Matthew Sperry, Partner at Katten in New York and Chicago - Matthew is an international Private Client Attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise.

Matthew believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. He is recognized by Chambers High Net Worth Guide as a leading individual and is a member of Legal Week's Private Client Global Elite. His client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.

Rachel Sestini - Managing Director, Sestini & Co, Bristol. Rachel runs Sestini & Co, a tax and accountancy practice based in the UK, focusing on internationally-mobile private clients and entrepreneurs including US nationals and permanent residents living and working in the UK. The firm was established in 2013. Prior to setting up her own practice, Rachel worked with PwC and Coutts & Co in London.
Rachel has 30 years' experience of advising expats and multinational companies on international filing requirements and now works alongside boutique tax advisers around the world to provide a joined-up tax planning and compliance service. Key jurisdictions we work with include the US, Canada, Australia, New Zealand, South Africa and a number of countries across Europe.
Rachel is based in Somerset with her husband and son, and enjoys piloting light aircraft on trips abroad for lunch, usually to France and the Channel Islands.

Richard List - Director of Private Client Team, Waverton, London. Richard joined Waverton in 2007. He is a member of the International Client Committee specialising in managing portfolios for US persons.
Prior to joining Waverton he was a member of the UK private clients team at Credit Suisse Private Banking where he advised high net worth private clients and trusts from 2001. He started his career in 1997 at Deloitte & Touche Private Clients working in the investment department before becoming an Investment Manager and a member of Deloitte's Investment Committee with responsibility for international mutual fund selection.
Richard graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry. He is a Fellow of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma. Richard also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning.