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:
Senior Vice President - LatAm
Director, BD - Miami
Director, BD - LatAm
General Manager - Nevis
General Manager - South Dakota
Senior Director, Trust and Fiduciary Services - South Dakota
Senior Vice President, Client Services - Vancouver
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.