Our Latin America group is looking forward to connecting with colleagues and fellow advisors in Mexico City next week for the annual STEP LatAm 2025 conference, being held on September 4 and 5. If you plan to attend, please get in touch.
Focusing on planning, structuring and management of wealth in Latin America, the conference will feature two Withers speakers on current issues facing international families in Latin America. For those attending, we encourage you to join to hear international planning partner Ivan Sacks address the topic, "Where in the world are the ultimate beneficiaries?", which focuses on cross-border compliance of trust and foundations structures. Hear also art law partner Mari-Claudia Jiménez discuss, “Art and collectibles as part of the family planning in LatAm.”
In addition to our speakers, in Mexico City from our Latin America group will be STEP USA chair and of counsel Paul Sczudlo and partners Christina Baltz, Josefina Colomar, Rosa Ertze and Stephen Younger.
As you may know, our Latin America group focuses on international legal advice for high net worth families in or investing in the region as well as international banks, trust companies, local law firms and other professionals providing wealth planning services in the region and in particular in Mexico, Argentina, Brazil, Chile, Colombia, Ecuador, Peru, Uruguay and Venezuela.
We provide cross-border advice in key areas such as:
- Trusts and other fiduciary structures
- Foreign investment and tax structuring
- Succession planning
- Inbound US investment and tax structuring
- Corporate, M&A, restructurings, strategy investments and financings
- Cryptocurrency and digital assets
- Dispute resolution
- Commercial and real estate advice
- Special assets (art, aircraft, yachts, horses, sports teams)
- Immigration, citizenship and residency relocation planning
- Litigation and dispute resolution
We also have a dedicated Mexico practice that provides a full range of legal services.
STEP, The Society of Trust and Estate Practitioners, is a professional body providing members with a learning and business network focusing on the responsible stewardship of assets today and across the generations. More information on the conference can be found here.
We look forward to seeing our friends and colleagues at STEP LatAm and developing connections with new contacts. If you are attending, please do reach out and say hello.