ICON: A New Structure For LATAM

Thursday March 19th, 2015 12:00 pm

Category: Financial Services, Investment Funds & Asset Management, BFSB, STEP

STEP Miami Luncheon

Come to learn about the Bahamas Investment Condominium and its application when planning for LATAM clients. Brazil and Mexico scenarios to be featured, with technical details about ICON to be provided by the Bahamas Financial Services Board (BFSB).

Guest speakers Aliya Allen, CEO and Executive Director of BFSB, William Heuseler, Head of Wealth Planning - Itaú Private Bank (Brazil), and Abel Mejia, Partner at Sánchez Devanny (Mexico).

Time: 12:00 p.m. to 2:00 p.m. Venue: The Conrad Miami Hotel, 1395 Brickell Avenue, Miami, FL 33131