Content Type




An Update on U.S. Transparency Initiatives

October 20, 2022

Severiano Ortiz co-presents on An Update on U.S. Transparency Initiatives. The Webinar covers three topics: (1) the final beneficial ownership information (BOI) reporting regulations under the Corporate Transparency Act; (2) the…


Portugal and Spain – From Golden Visas to Tax Considerations for High-Net-Worth Individuals in Search of the Sun

September 21, 2022

Severiano Ortiz co-presents with Tiago Cassiano Neves (Kore Partners in Lisbon, Portugal) and Pedro Jesus Fernandez (Kinship Law Partners in Madrid/Marbella, Spain), Portugal and Spain – From Golden Visas to…

Portuguese Residency By Investment

September 14, 2022

Severiano Ortiz joins Luiz Felipe Maia, Founder at Maia International Properties; Vanessa Rodrigues Lima, Founder of VRL Legal; and Michael Maxwell, Head of Business Development at EQTY Capital to present…

Where Did I Leave my House? Where Did I Find My Spouse?

September 6, 2022

Andrew Stone presents Where Did I Leave My House? Where did I Find My Spouse? (and other international planning questions for domestic clients), to JPMorgan Private Bank on September 6,…


Overview of US Tax and Reporting System

August 11, 2022

During tax year 2022, advisers to international families should remain vigilant in their awareness of US tax and reporting rules. The sweeping tax law changes threatened in 2021 did not…


Podcast — Navigating the Choppy Waters of Cross-Border Estate Administration

July 12, 2022

Andrew Stone records a podcast for ACTEC Trust and Estate Talk, Navigating the Choppy Waters of Cross-Border Estate Administration.  Download      …


Ethel Morgan joins the firm as a paralegal in the Washington, D.C. office

June 6, 2022

We are pleased to announce that we have a new member of our firm. Ethel Morgan, our new paralegal, started today in our Washington, D.C. office. We are happy to…


International Client/Succession Planning – Opportunities and Tips

May 5, 2022

Jennie Cherry speaks to trust officers and bankers about US-based foreign trust opportunities and compliance issues at the 2022 Trust & Wealth Executive Seminar sponsored by the Trust Management Association,…

Tara Rao joins the firm as an attorney in the D.C. office

May 2, 2022

Join us in welcoming Tara Rao as part of our Washington, D.C. office. Tara has such an impressive background that it can only be illustrated by reviewing her formal biography…


Golden Visa Fund Route for U.S. Investors and PFIC Demystification

April 28, 2022

Severiano Ortiz participates as part of a panel entitled Golden Visa Fund Route for U.S. Investors and PFIC Demystification, via a live Webinar on April 28, 2022. The panel is…