Abbie has worked for the Cone Marshall Group since 2012. In July 2019, she transferred from Cone Marshall Limited in Auckland, New Zealand to Teton Trust Company’s office in Jackson, Wyoming. Abbie is admitted as a Barrister and Solicitor in New Zealand, holding a current practicing certificate, and passed the New York Bar Exam in 2020 while working toward New York State bar admission. She earned her LLB/BA from the University of Canterbury, completing her final semester at the University of Copenhagen.

aflaherty@tetontrustcompany.com

Abrahm Smith is an international tax attorney who specializes in helping high net worth individuals and families navigate the complexities of the IRS and US tax laws. He began his career at White & Case in Miami, later became a partner at Baker McKenzie, and founded his own firm in 2020. He currently serves as co-director of the International Tax Conference sponsored by the Tax Section of the Florida Bar and the FICPA. He is also the chair elect of the Tax Section of the Florida Bar.

abrahmsmith@yahoo.com 

A private client tax advisor with a focus on the alternative asset management industry, Christine advises on complex international matters including residence, domicile, remittances, asset ownership structures, inheritance tax, and trusts, always within the context of her clients’ industry. She leads PwC’s team supporting individuals and management companies in private equity, hedge funds, real assets, and venture capital, with particular expertise in non-dom and offshore trust taxation, carried interest, and investment management fees.

christine.cairns@pwc.com

Focused on international tax planning for high-net-worth individuals, wealth management, foreign pensions, and U.S. tax treaty matters, Chris advises on Subpart F and GILTI planning, FDII, FIRPTA withholding, and partnership and corporate taxation. His experience also includes FATCA, IRS voluntary disclosure, tax controversies, and state and local tax planning. Committed to corporate responsibility, he has taught advanced international taxation at the University of Miami School of Law and was the founder and first graduate of the university’s J.D./M.B.A./Tax LL.M. Four-Year Triple Degree Program.

ccallahan@foxrothschild.com

A trusted advisor with broad transactional experience, Daniel counsels owner-operators, investors, family offices, developers, and lenders in real estate and business matters. He advises on acquisitions, financings, leasing, development, and sales, as well as structuring joint ventures and business operations.

Daniel also serves as outside general counsel, supporting clients in their day-to-day legal needs and government relations before local and state authorities.

ddiazleyva@daypitney.com

With over 20 years of experience serving global ultra-high-net-worth families and family offices, Emma Santiago specializes in international trust structures and succession planning, with expertise in Private Trust Companies, Foundation Companies, STAR Trusts, discretionary trusts, and philanthropic structures. Emma holds an LLB in Law and Accounting from Queen’s University of Belfast and is both FCCA and TEP qualified.

She is Chair of STEP Cayman and a member of the Cayman Islands Institute of Professional Accountants and 100 Women in Finance.

esantiago@bridgestreamgroup.com

Partner and Head of Private Wealth at Maurice Turnor Gardner, a top tier private client law firm, in London. Dual-qualified as a solicitor and Chartered Tax Adviser, Fiona advises ultra-HNW clients on complex estate and succession planning, cross-border trust issues, UK residency, non-UK trusts and inheritance tax. Fiona is named in Chambers & Partners and Legal 500 as a leading private wealth expert.

Fiona.Poole@mtgllp.com

Experienced C-Level executive with a demonstrated history of working in the financial services industry and as an entrepreneur in the technology and innovation space (fintech and edtech), also with ample proven experience as Senior Officer and Consultant to Family Offices. Driven problem solver, focused on scalability and growth, with deep knowledge of the US Hispanic and Latin American markets. Skilled in Leadership, Growth Strategy, Investments, Family Office, Innovation, Technology and Entrepreneurship.

gabrielmontoya@protonmail.com

Specialized in advising closely-held businesses and multi-jurisdictional/complex families on their investments, structuring and philanthropic strategies. He has been regularly ranked in Spear’s 500, PAM 40 under 40, Citywealth Leaders List and Private Client Global Elite lists of leading Private Client Advisors. He is a Board Director at STEP, he also sits on the Worldwide Council, Professional Standards and ED&I Committees, while at the CISI he sits on the International Committee. He is also Ambassador for The Diversity Project and sits on the advisory board of A Meeting of Minds.

james.vonsimson@evelyn.com

Specialized in national and international tax advice for private wealth, family businesses, and corporate groups, Karol Gallardo advises on restructurings, tax planning, wealth protection, audits, and relocation of corporations and families on special tax regimes. Karol leads cross-border projects in the U.S. and LATAM, contributes to BLITA International, and speaks at industry events. She also teaches at IE Law School and provides pro-bono advice on tax and immigration. In 2024, she received the Best Practice in Tax Family Business Award by Iberian Lawyer’s Forty Under 40.

karol.gallardo@mavens.es

Co-founder of Flourish Law Group, a boutique firm for estate planning, elder law, and probate, Lauren has over 13 years of experience in trusts, estates, and tax planning, including more than five years in BigLaw. A Florida Fellow of the American College of Trust and Estate Counsel with an LL.M. in Taxation from the University of Florida, she also founded Legal + Wealthy and hosts its podcast. Her work empowers students and lawyers through coaching and mentorship. She was recently recognized with the Women, Influence & Power in Law Award for Mental Health & Well-Being.

laurenklein@flourishlawgroup.com

Specialized in private wealth services and tax law, advising high-net-worth clients on state and local tax planning, international tax, estate, trust and gift tax matters. Co-chair of Holland & Knight’s State and Local Tax Team, with extensive experience in Qualified Opportunity Funds, pre-immigration planning, cross-border M&A, and federal and state tax controversy. A Florida CPA, brings deep expertise in both domestic and international tax planning.

Logan.Gans@hklaw.com

Recognized by Chambers and Partners as one of Colombia’s most respected tax attorneys, Martín advises clients on a broad range of corporate, M&A, and international tax matters. His practice includes local and cross-border transactions, joint ventures, and complex tax structuring for both domestic and international clients. He has also contributed to the development of statutory and regulatory tax provisions in close collaboration with Colombian tax authorities.

martin.acero@ppulegal.com

Specialized in tax, wealth, and international tax planning, advising on cross-border transactions, tax treaties, transfer pricing, and M&A. Brings extensive experience across industries including real estate, technology, oil and gas, and financial services. An active member of Brazil’s leading tax law associations and a professor at Ibmec, he frequently lectures on Brazilian and international tax matters.

matheus.piconez@veirano.com.br

A 3rd generation member of the Tavares de Mello family from Recife, Brazil, he helped establish its Family Office after the 2007 sale of the family’s main business and has served on its Executive Board and Family Council. Now based in Miami, he is a Principal at Integra Investments, a real estate development firm with over $3 billion in assets under management, behind projects such as the St. Regis Residences Miami and Aventura ParkSquare.

ptmelo@integrafl.com

Rhonda has extensive experience working with high-net-worth individuals, for whom she provides strategic, personalised estate and tax-planning advice with significant expertise in cross-border tax matters. She counsels both Canadian and international clients on the tax aspects of corporate reorganisations, real estate transactions and a strong emphasis on estate planning. Rhonda is an International Fellow of The American College of Trust and Estate Counsel and was appointed State Chair-Elect for Eastern and Central Canada. Rhonda is a member of the International Academy of Estate and Trust Law and a co-author of The Canadian Taxation of Trusts (2nd edition). She has been recognized by Chambers Canada in the High Net Worth Guide and Charities and Non-Profits;  Lexpert Special Edition: Finance and Restructuring and Insolvency; The Canadian Legal Lexpert Directory (Charities/Not-For-Profit Law; Estate and Personal Tax Planning); The Best Lawyers in Canada (Charities/Not-For-Profit Law; Tax Law; Trusts and Estates Law – Lawyer of the Year 2017, 2021 and 2025, Montréal); Lexology Index: Private Client.

rrudick@dwpv.com

Spanish speaker with familial ties to Argentina and extensive experience in international legal and fiduciary matters. He advises ultra-high-net-worth individuals, family offices, and corporations on transactions, compliance, and wealth management across markets. Tom has held key roles managing high-value M&A and investment deals, intricate legal matters, and large-scale projects.

His broad expertise in technology, corporate services, and FinTech establishes him as a highly capable leader in the fiduciary sector.

tb@coriats.com

Head of Legal for International Trusts & Estates at J.P. Morgan and the Chairman of both the STEP Bahamas Branch and the annual STEP Bahamas Conference. Also, a Council Member of STEP Worldwide and sits on the Caribbean and Latin America Regional Committee. Theo is specialized in trusts, wills, estate planning, foundations, and private trust companies, and regularly advise on the development of new services, issues arising in trust administration, and regulatory compliance.

theoburrows@hotmail.com

Focused on financings, IPOs, M&A, cross-border reorganizations, and tax planning for individuals and companies, Walter also has extensive experience in tax litigation, leading a team of litigators. Recognized by Chambers & Partners, Legal 500, and World Tax, he has received multiple awards, including the Client Choice Award for Corporate Tax. He publishes regularly, speaks at international conferences, and teaches at UADE, with visiting professorships at the University of Florida and University of Miami.

wk@marval.com