Global Wealth Expert Dr. Panasiuk Joins Elite Forbes Finance Council

WARSAW, Poland and ZURICH and NEW YORK – May 12, 2026 – Dr. Anna Maria Panasiuk, a formidable figure in the world of international wealth management, has been accepted into the Forbes Finance Council, an exclusive, invitation-only community for top-tier financial executives. The appointment recognizes a career spanning over a quarter-century dedicated to navigating the intricate financial lives of Ultra-High-Net-Worth (UHNW) individuals and global entrepreneurs.

Dr. Panasiuk, the Managing Partner of Panasiuk & Partners and founder of the Panasiuk Family Office, has built a reputation as a leading architect of asset protection and legacy preservation. Her acceptance into the council was determined by a review committee that cited the depth and diversity of her extensive experience, a track record that includes advising over 2,500 clients, overseeing more than $1.1 billion in assets, and generating over $453 million in client savings through sophisticated tax and portfolio optimization strategies.

A New Voice on a Global Stage

The Forbes Finance Council is more than a professional network; it is a curated platform for thought leadership that shapes financial discourse on a global scale. Membership is reserved for senior-level executives whose firms meet stringent revenue or funding criteria and who demonstrate a history of significant industry impact. The selection process is designed to identify leaders who are not just participating in their fields, but actively redefining them.

"The Forbes Finance Council is designed for professionals who are redefining their industries," commented Scott Gerber, founder of Forbes Councils, in a statement. "We are thrilled to have Dr. Anna Maria Panasiuk join us. Her track record of navigating complex financial ecosystems speaks for itself, and we look forward to her contributions as she helps shape the global conversation on wealth preservation and legacy building."

As a member, Dr. Panasiuk will collaborate with Forbes' editorial team to publish articles and participate in expert Q&A panels. This role will transition her profound, often confidential, advisory insights from the private boardroom to a public platform, offering a rare window into the strategies employed to safeguard immense fortunes in an increasingly turbulent world.

The Architect of Cross-Border Wealth

Dr. Panasiuk's expertise is particularly relevant in today's financial landscape, which is marked by geopolitical uncertainty, currency volatility, and increasingly complex international tax regulations. Holding a PhD in International Taxation, she specializes in the precise areas where the world's wealthiest families face their greatest challenges: cross-border asset protection, strategic tax residency, and multi-generational succession planning.

The scale of her practice is notable. Overseeing $1.1 billion in assets places her firm squarely in line with the average size of the world's most significant family offices, according to industry benchmarks like the UBS Global Family Office Report. This figure represents not just a sum of money, but a vast and intricate web of real estate, business assets, and investment portfolios spread across multiple jurisdictions.

Her work provides a critical service for an elite clientele, including U.S. HNWIs seeking to diversify their holdings and mitigate risk by leveraging the stability of European financial structures. By architecting solutions that involve Swiss-regulated wealth frameworks and strategic European real estate acquisitions, she provides a bulwark against currency fluctuations and jurisdictional hazards. This proactive approach to wealth structuring is what allows for the generation of hundreds of millions in savings, achieved by optimizing legal and financial frameworks to ensure tax efficiency and long-term asset security.

Beyond the Billions: Securing a Lasting Legacy

While the figures are staggering, the core of Dr. Panasiuk’s work addresses a deeply human concern: the desire for security, continuity, and the preservation of a family's legacy. In an era often referred to as the "great wealth transfer," where trillions of dollars are set to pass to younger generations, the focus of UHNW families has shifted beyond simple asset growth. The primary goal is now the successful transfer of wealth, values, and heritage across generations.

This is where strategic advisory transcends mere financial calculation. It involves creating robust legal and financial structures that can withstand not only market downturns but also internal family disputes, creditor claims, and unforeseen personal events. It is about ensuring that wealth remains a source of stability and opportunity, not a catalyst for conflict or loss.

In her own words, Dr. Panasiuk recognizes this profound responsibility. "I am honored to join a network of such accomplished professionals," she stated. "Wealth management is about more than numbers; it's about security, legacy, and foresight. I look forward to contributing meaningful content to the global HNWI and UHNWI communities through this platform, helping to redefine how we approach complex financial structures in an increasingly volatile world."

With her appointment to the Forbes Finance Council, Dr. Panasiuk is poised to amplify this message, sharing her invaluable perspective on protecting not just financial capital, but the enduring legacies that the world's most successful families strive to build.