Miami Private Wealth Roadshow

Miami
22-25 April 2025
0
days
0
hours
0
minutes
0
seconds

Miami Private Wealth Roadshow

Miami
22-25 April 2025
0
days
0
hours
0
minutes
0
seconds

Join Guernsey Finance in Miami for two days of meetings with leading intermediaries at our roadshow, as well as attending  the third edition of the International Private Client Conference.

This year’s theme is : Global Strategies for Multigenerational Businesses: Governance and Wealth Planning, designed to provide valuable insights and actionable strategies for high-net-worth individuals and their families.

This is a premier event for multigenerational businesses, exploring global strategies in governance and wealth planning with top industry leaders.

The program features expert-led sessions on critical topics, including tax updates for the evolving landscape in Latam, HNWI global tax updates with a focus on Brazil's Controlled Foreign Corporation rules and planning alternatives for Operating Business and for Private Clients.

If you have any queries on this event, please contact Jonny Gamble

Roadshow Supporters

Speaker

Jonny Gamble

United States Business Development Representative Guernsey Finance

Jonathan joined Guernsey Finance in 2022 as the US representative, where he spends about four months of the year, primarily in New York and Miami. His role looks to connect intermediaries from the US (and Latam) to relevant contacts on-island. He attends various conferences and seminars, organises roadshows with Guernsey delegates, as well as attending individual meetings.

He is an independent consultant and non-executive director, working with a number of firms in the fiduciary and wealth management industry. Prior to this appointment, he worked at Asset Risk Consultants (‘ARC’) for more than 20 years, in a number of director roles. Jonathan holds both the fellow and chartered wealth manager designations from the Chartered Institute for Securities & Investment as well as a qualified member of the Society of Trust and Estate Practitioners (STEP). Amongst other roles, he is a STEP Guernsey Committee member and is a trustee of the Elizabeth College Foundation, and has held a number of listed and non-listed non-executive positions.

Speaker

Rupert Morris

Partner Walkers

Rupert heads Walkers' Private Capital & Trusts practice group and has over 15 years’ experience as a private wealth specialist focusing on private client advisory and structuring work.
Since qualifying as a Guernsey Advocate, Rupert also has experience as a contentious practitioner, appearing before the Guernsey courts at all levels. He is recognised as one of the leading lawyers in his field in Guernsey, and sits on the Society of Trust and Estate Practitioners’ (STEP) worldwide council and is a former Chair of their Guernsey branch.

Rupert’s clients include leading trust companies, financial institutions, government departments and ultra-high net worth individuals. He helps them with all aspects of local and cross-border advisory and structuring work, impact investment, charitable structures, and regulatory matters.

Speaker

Joe Woodward

Director Fort Group

Joe Woodward is a Director of Fort, having joined the business in September 2024 to help lead and grow their private wealth team in Guernsey. A qualified Chartered Secretary, Joe has almost 20 years’ international experience in trust and corporate services, managing structures for high and ultra-high networth individuals and their families. He currently manages a diverse, global portfolio of private clients with an array of different asset classes under administration and is dedicated to providing intelligent offshore solutions and developing long-standing client relationships.