Global Focus in Family Office (6/17/25)

This is an in-person program hosted at The Chicago Bar Association building (321 S. Plymouth Court, Chicago, IL 60604).

This seminar is designed for lawyers, advisors and family office executives, and the content offers practical insights for global mobility and maximizing global impact. The programming focuses on the complex international tax considerations facing ultra-high net worth individuals, including residency and domicile planning, and global reporting obligations. It also addresses the challenges and opportunities of cross-border philanthropy, exploring effective structures for charitable giving and global regulatory compliance. Reception following seminar sponsored by CIBC. 

Timed Agenda:
12:00 p.m. - 12:30 p.m.: Check in Attendees/Networking/Sponsor Gift Table 

12:30 p.m. - 12:45p.m.: Welcome by Co-Chairs and Introduction of Sponsor CIBC
Jeffrey Jacobs, Managing Director, CIBC Private Wealth Advisors, Inc., CIBC National Trust Company, CIBC Private Wealth Management 
Christopher Quinn, Executive Director of CIBC Family Office 

12:45 p.m. - 1:00 p.m.: Keynote Remarks by Ronald Diamond, Founder & Chairman, Diamond Wealth Strategies

1:00 p.m. - 2:00 p.m.: Global Mobility of Ultra High Net Worth Individuals
Nicola Saccardo, Partner, Charles Russell Speechlys 
Suzanne L. Shier, Of Counsel, Trusts and Estates, Levenfeld Pearlstein LLC 

2:00 p.m. - 2:20 p.m.: Session Break

2:20 p.m. - 3:50 p.m.: Issues Concerning Global/Cross Border Philanthropy Panel Discussion and Q & A 
Dr. Sonya Anderson, Executive Vice President of International Network, United Way 
Joseph Brooks, Managing Director, Arabella Advisors 
April Donnellan, Executive Director, Global Philanthropy Partnership (Simmons Center) 
Caren Croland Yanis, Philanthropic Advising, Croland Consulting 

3:50 p.m. - 4:00 p.m.: Closing Remarks 

4:00 p.m. - 5:00 p.m.: Networking Reception Sponsored by CIBC

To confirm you are ready to participate in an on demand webcast, please take the browser test here: http://eventcenter.commpartner...

Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.