Insights

Industry events / 01 February 2021

Crestbridge Fiduciary sponsors STEP Miami & STEP USA webinar

Crestbridge Fiduciary sponsors STEP Miami & STEP USA webinar

Crestbridge Fiduciary are proud to sponsor a joint online event between STEP Miami and STEP USA on Thursday 4 February at 12:00PM EST / 5:00PM GMT.

At the event, Intro to International Tax Planning for Cross-Border Families with a Focus on LatAm and Spain, speakers will reflect on key concepts of international planning, different legal jurisdictions, a review of taxes from around the regions (US, LatAm, and Spain), and other considerations when planning for multijurisdictional clients.

Register here to join this free webinar. Crestbridge Fiduciary Directors Betty Andrikopoulos and Paul Hunter will give opening remarks, and Joseph Kellogg, Partner and Head of Wealth Planning at WE Family Offices, will moderate.

This topic is of particular interest to us because we work agilely across borders, providing one cohesive team to manage structures in multiple jurisdictions. Our team has deep experience working with LatAm-based client families.

Speakers in the joint event include: 

  • Percy Castle, Attorney at CasaHierro Abogados (Lima, Peru)
  • Santiago Chacon, Managing Director at Alvarez & Marsal Mexico (Mexico City, Mexico)
  • Flavia Gerola, Senior Associate at Trench, Rossi, Watanabi (Sao Paolo, Brazil)
  • Carlos Gabarro, Partner at Altalex Asesores, SL (Barcelona, Spain) 
  • Ignacio Rafael Velez, Partner at Gomez-Pinzon (Bogota, Colombia)

Crestbridge Fiduciary is a joint venture that combines the global expertise of Crestbridge, which has a footprint in seven major international finance centres, and Willow Street, a well-established Wyoming-based trust and fiduciary expert. Driven by client demand, the partnership enables families who have or desire to have US-based interests to access a comprehensive, sophisticated platform for protecting and structuring wealth.