International Private Client Forum

Presented by Private Client Global Elite Partner and Private Wealth Chair Joshua Rubenstein will speak on "Giving… But Not for Goodness' Sake" at 12:20 p.m. on Friday, November 13, during the International Private Client Forum. With clients often unsure of what to do with their wealth, many turn to philanthropy not purely out of altruism, but to avoid spoiling their children, bypass family tensions, or navigate forced heirship rules. The session will explore how giving is shaped across jurisdictions, from cultural norms to legal constraints, and how advisers can guide clients toward meaningful impact — even when motives are mixed. Learn more about the International Private Client Forum. Villa d'Este, Lake Como Via Regina, 40, 22012 Cernobbio CO Italy