Meet Our Americas Private Client Team at ACTEC and the LatAm Private Wealth Forum

Senior members of our Americas private client team will be attending two important industry events next week on the US East and West coasts:

• 9th Annual Private Wealth Latin America & the Caribbean Forum - Lourdes Segovia, Rodrigo Roza, Toni Bonzon, Mauricio Geninazzi and Tracey Williams-Morton will be attending the conference in Miami from 2-3 November.
• ACTEC 2022 Fall Meeting, San Francisco - Pete Randazzo, Amanda Smith and JiaLi Mao from our South Dakota and Vancouver teams will be there from 3-6 November.

Please get in touch with any of our team to arrange a meeting:

Rodrigo Roza

Director, BD

Email and Arrange a Meeting

Connect with Rodrigo on LinkedIn

Toni Bonzon

Director, BD - Miami

Email and Arrange a Meeting

Connect with Toni on LinkedIn

Mauricio Geninazzi

Director, BD - LatAm

Email and Arrange a Meeting

Connect with Mauricio on LinkedIn

Tracey Williams-Morton

General Manager - Nevis

Email and Arrange a Meeting

Connect with Tracey on LinkedIn

Peter Randazzo

General Manager - South Dakota

Email and Arrange a Meeting

Connect with Peter on LinkedIn

Amanda Smith

Senior Director, Trust and Fiduciary Services - South Dakota

Email and Arrange a Meeting

Connect with Amanda on LinkedIn

JiaLi Mao

Senior Vice President, Client Services - Vancouver

Email and Arrange a Meeting

Connect with JiaLi on LinkedIn

 

We have a long track record of working with professional advisors to business owners and high net worth families around the world to establish and administer structures that help preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.