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

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:

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

Lourdes Segovia

Senior Vice President - LatAm

Mauricio Geninazzi

Director, BD - LatAm

Tracey Williams-Morton

General Manager - Nevis

Peter Randazzo

General Manager - South Dakota

Amanda Smith

Senior Director, Trust and Fiduciary Services - South Dakota

JiaLi Mao

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.