31st Annual International Private Client Tax Conference: private wealth seeking shelter and opportunity alike
1 Mar - 3 Mar 2026
Session information
Round table session: Artificial Intelligence in the private clients practice: AI as a friend or foe, a round table discussion
Monday 2 March (1400 - 1515)
Description
Artificial intelligence is increasingly shaping the private clients practice, transforming how advisors work, make decisions, and interact with their clients. While AI offers significant opportunities for greater efficiency, deeper insights, and innovative services, it also raises important legal, ethical, and practical questions. In this round-table discussion, we will explore whether AI should be viewed as a trusted ally or a potential challenge in the private clients practice, and how professionals can navigate the opportunities and risks ahead (generated by ChatGPT).
Session / Workshop Chair(s)
| Eduardo Arista | Holland & Knight, Miami, Florida, USA |
| Jack Bernstein | Aird & Berlis, Toronto, Ontario, Canada |
| Ruth Bloch-Riemer | Baer & Karrer, Zürich, Switzerland |
| Andreu Bové Boyd | Bové Montero y Asociados SL, Madrid, Spain |
| Ryan Coyle | Bilzin Sumberg, Miami, Florida, USA; Member, LGBTQI+ Law Committee Advisory Board |
| Rebecca Diacono | Fenech and Fenech Advocates, Valletta, Malta |
| Kira Egorova | ALRUD Law Firm, Moscow, Russian Federation; Session Reporters Liaison Officer, Private Client Tax Committee |
| Elina Filippou | Zepos & Yannopoulos, Halandri, Greece |
| Joakim Frände | |
| Paula Jones | Jones Estate Group Inc, New York, New York, USA |
| Jochen Kotzenberg | Flick Gocke Schaumburg, Bonn, Germany; Publication and Newsletter Editor, Private Client Tax Committee |
| Jane Ren | Fangda Partners, Shanghai, China |
| Reshma Shah | Duane Morris, New York, New York, USA |
| John Shoemaker | Butler Snow, Singapore, Singapore |
| Daniel Simon | Collyer Bristow LLP, London, England |
| Pleuni Visser | Loyens & Loeff, Amsterdam, Netherlands |
| Rashad Wareh | Kozusko Harris Duncan, New York, New York, USA |