Miami Private Wealth Roadshow

Miami
22-25 April 2025
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Miami Private Wealth Roadshow

Miami
22-25 April 2025
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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

Code of Conduct at Events

Guernsey Finance is committed to bringing members together in a professional environment to collaborate and network. We have established this code of conduct as a framework and a guide to expectations, providing guidelines to participants and ensuring that all participants understand what behaviour is expected and what behaviour will not be tolerated at a Guernsey Finance event.

Roadshow Supporters

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.