Talks
'Checklist 2020: Cross border estate planning in an election year,' Withersworldwide webinar - October 14, 2020, co-presenter
'Withers talks: families and family office | Ep 5 - Asset protection for children including trusts and prenups,' Withersworldwide podcast - September 24, 2020, speaker
'Succession Planning Through Co-Ownership,' International Wealth Advisors Forum 2.0 (Tourrettes, France) - May 16, 2019
'How Does US Tax Reform Impact investments Abroad? FATCA and CRS,' ABA International Conference (Mexico City) - November 8, 2018
'Tax Reform and the Family Office,' Withersworldwide New York - June 7, 2018
'Investment and Tax Strategies for Family Offices and Private Investors in an Age of International Uncertainty,' Private Asset Management and EisnerAmper - June 14, 2017
'LatAm Trust Webinar,' Amicorp Academy - May 24, 2017
'US Immigration for the Ultra High Net Worth Families: What's Hot, What's Not', Expert Webcast - May 2016
'Legal Parameters - Surviving in a Landscape of Heightened Regulation, Disclosure and Compliance', New York Business Group Global Private Wealth Forum, New York - April 12-13, 2016
'Trusts for Multinational Families: Navigating the Tangled Tax and Regulatory Compliance Web', Delaware Bankers Association 10th Annual Delaware Trust Conference, Wilmington - 26-27 October 2015
'Women in Wealth Management', Markets Group Private Wealth Latin America & The Caribbean Forum 2015, Miami - 20-22 October 2015
'Succession planning: how to fulfill the complex and differing needs of multi-generation family members, and Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships', Terrapinn Private Banking Latin America & Americas Family Office Forum 2014, Miami - 19-20 November 2014
'Succession Planning: Sustaining Wealth through Generations in Latin America; Transitions are a difficult path for families -- how can the next generations overcome the traps of this process?', Latin Markets Private Wealth Latin America & The Caribbean Forum 2014, Miami - 23-24 October 2014
'Wealth Planning: Tax, Trust & Estate Structures - How do Private Wealth Management firms from across the region ensure that wealth is preserved for future generations?', Latin Markets Private Wealth Latin America & The Caribbean Forum 2013, Miami 24-25 - October 2013
'Growing Wealth in Latin America', Latin Markets Latin America Family Office Forum, São Paulo, 14-15 June 2012
'Delaware as a Jurisdiction For International Planning: Past, Present and Future', Delaware Bankers Association 5th Annual Delaware Trust Conference, Wilmington - November/December 2010
'Estate Planning for the Latin American HNWI: Mega-trends in global estate planning and taxes; Ensuring that wealth is passed effectively with minimal tax paid; Choosing the best people to manage your estate and ensure G2 and G3 members will continue the family legacy', Terrapinn Private Banking Latin America & Americas Family Office Forum 2010, Miami - 15-17 November 2010