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  4. Round table session: Artificial Intelligence in the private clients practice: AI as a friend or foe, a round table discussion

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)

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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 R 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 J Coyle Bilzin Sumberg, Miami, Florida, USA
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 Hannes Snellman, Helsinki, Finland
Aidan Grant Collyer Bristow LLP, London, England; Website Officer, Private Client Tax Committee
Paula Jones Jones Estate Group Inc, New York, New York, USA
Jochen Kotzenberg Flick Gocke Schaumburg Partnerschaft mbB, Bonn, Germany; Publication and Newsletter Editor, Private Client Tax Committee
Jane Ren Fangda Partners, Shanghai, China
Reshma Shah Duane Morris LLP, New York, New York, USA
John Shoemaker Butler Snow, Singapore, Singapore
Pleuni Visser Loyens & Loeff, Amsterdam, Netherlands
Rashad Wareh Kozusko Harris Duncan, New York, New York, USA

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