Advisory Panel
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Deirdre O’Byrne, Withers Bergman. Deirdre represents families in a broad range of estate planning and tax matters, including charitable giving. She advises fiduciaries on trust and estate administration and probate. Deirdre’s practice also involves advising charitable organizations on tax matters and corporate governance. Deidre leads the firm’s US Family and Business Planning Group.
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Ivan A. Sacks, Withers Bergman. Ivan provides trust, estate and tax planning advice to wealthy US and international families, with particular emphasis on cross-border wealth management. He counsels families on structuring and management of their closely-held enterprises, investments and family offices, the administration of large estates and trusts, and represents banks and trust companies on fiduciary matters. He also advises individuals on the acquisition of their personal assets, including jets, yachts and art. Ivan serves as the managing director of the New York office and heads the firm’s Latin American Practice Group.
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Tom Livergood, Family Wealth Alliance. Tom is CEO of The Alliance, which serves as an independent advocate and resource to private families and firms that serve them. In 2009 The Alliance launched Alliance U, a groundbreaking standardized raining program for wealth managers. Prior to founding The Alliance, Tom worked with the Family Office Exchange, Harris Private Bank and CIGNA Financial Services.
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Graham Harvey, Scorpio Partnership. Graham, as a director at Scorpio in London, has taken a leading role in a number of international assignments for private banks, family offices and technology providers. He has extensive knowledge of the global family office marketplace, particularly the UK and Switzerland. His work has focused on client research, market entry, competitor analysis, proposition development and business strategy creation and benchmarking. In 2009 he was named by Financial News as one of the Top 100 Rising Starts in EMEA financial services.
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Charles Lowenhaupt, Lowenhaupt Global Advisors . Charles is founder of Lowenhaupt Global Advisors. He is well known for his work with UHNW families globally. He is also Managing Member of Lowenhaupt Global Advisor’s affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm focused on tax law and established by Lowenhaupt’s grandfather in 1908. Lowenhaupt was a Founding Advisory Faculty member of the Institute for Private Investors and is now an Emeritus Member of the Advisory Faculty. He is a co-founder and director of the Institute for Wealth Management Standards.
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Aaron Gurwitz, Managing Director, Head of Global Investment Strategy, Barclays Wealth . Aaron advises investors on tactical asset allocation and helps identify risks worth taking and risks that should be avoided. He joined Barclays Wealth in September 2008 as part of the Barclays acquisition of Lehman Brothers’ Private Investment Management (PIM) business in the Americas. He joined PIM in 2004 as Managing Director of Portfolio Advisory. Prior to that, he worked at Goldman Sachs for 16 years, serving in the Fixed Income Research, Municipal Bond, and Private Wealth Management departments. Prior to joining Goldman, Aaron was a senior economist at Salomon Brothers, the Federal Reserve Bank of New York, and the Rand Corporation. Earlier in his career he worked as an assistant professor of Economics at Michigan State University and as a Peace Corps Volunteer in the Republic of Korea.
