BOARD OF DIRECTORS

Madelayne Cordero is the Chief Fiduciary Officer- Head of Trust with Amerant Bank. She is responsible for fiduciary and estate planning services to its private wealth clients both domestic and international.

Madelayne serves as the Chair of the Board of Directors of the Society of Trust and Estate Practitioners Miami Chapter, the Board of Directors of Immaculata- LaSalle High School and is a member of the Cuban American Bar Association and the FIU Business Women Leadership Program Advisory Board.

Anabella Murillo is Managing Director, Private Wealth, the Americas, and is based in Miami. She has more than 15 years of experience in the international and domestic area. Anabella focuses on developing and expanding the latam market with U.S. connections, and be a bridge between Latin America and the U.S. by offering U.S. trust/fiduciary services. She works with financial institutions and centers of influence to meet the cross-border needs of family and enterprise groups. She also brings experience in entity management, trustee, and financial services, working along with South American families with U.S. connections. In her previous role, Anabella spent more than three years as Director of Business Development working for a trust company, company management and fund service provider with a worldwide presence. Prior to that, she was the Director of International Wealth structuring for a financial institution, focusing on Mexico, Colombia and Peru. Anabella spent seven years specializing in entity management and financial services as a Business Development and Sales Manager at a professional trustee company. During her previous roles, she successfully developed new business opportunities with high-net-worth individuals in South America. She has worked in Caracas, Miami, New York, San Francisco and San Diego, and she has experience advising clients at Ernst & Young on their corporate and tax matters. Anabella received her Law degree (J.D.) from Universidad Católica Andres Bello in Caracas, Venezuela. She is a certified Trust and Estate Practitioner by Society of Trust and Estate Practitioners (STEP) and a member of the board of STEP Miami. She speaks Spanish and English fluently.

Art Dichter has more than 30 years of experience assisting international private clients with planning and compliance for foreign trusts, cross-border estates, pre-immigration strategies, investments in US real estate and US tax compliance matters. He is the leader of BPB’s International Tax Services Group, one of South Florida’s largest international tax teams with more than 30 group members.

Jennifer is a highly experienced tax attorney with extensive expertise in handling the tax and succession planning needs of high net worth clients for domestic and cross-border families. Her broad practice covers international and domestic tax and estate planning issues, pre-immigration tax planning, expatriation tax planning, private trust company structuring, cross-border estate administration, tax structuring for real estate funds with foreign investors, and other tax structuring for investment into the United States, and the acquisition, maintenance, and sale of U.S. real estate by foreigners.

John W. Harris serves as Managing Director and Chief Wealth Advisor at The Coral Gables Trust Company, bringing 35 years of expertise in wealth and investment management, trust services, private banking, commercial lending, and financial and estate planning in South Florida. His distinguished career includes senior leadership roles such as Senior Vice President, Private Banking Manager and Senior Lender at Northern Trust Bank as well as First Vice President and Countywide Group Manager at SunTrust Bank.

John has worked extensively with affluent individuals, high-net-worth families, foundations and institutions fostering a collaborative, value-driven approach. He excels at building strategic partnerships with clients and their advisors, ensuring collective efforts align seamlessly with clients’ financial goals.

John Lenahan, CFP®, CIMA®, TEP is Vice President at Bernstein Private Wealth Management where his financial advisory practice specializes in advising ultrahigh net worth global families looking to transfer wealth across jurisdictions and generations. John and his Bernstein Global Families Team were recently recognized as the Financial Advisor Team of the Year at the 2021 STEP Private Client Awards.

Maria helps domestic and foreign privately-held companies, closely-held businesses, and high-net worth individuals navigate the tax compliance experience as they conduct business in the U.S.

A leader of the firm’s offshore voluntary disclosure and streamlined procedures program, Maria has counseled more than 100 clients with undisclosed income from offshore accounts to minimize their tax and reduce penalties. She also provides international tax planning and structuring services to foreign clients interested in U.S. real estate. Maria helps them comply with the Foreign Investment in Real Property Tax Act (FIRPTA) and obtain withholding certificates.  Maria has worked with international tax clients, including multi-national corporations, foreign nationals, and expatriates, for more than 18 years.

She is a member of the Financial & International Business Association (FIBA) Women’s Leadership Committee and is director of the Society of Trust and Estate Practitioners’ Miami branch (STEP Miami).

She serves as the Chair of the firm’s diversity equity and inclusion, including Kaufman Rossin Empowering Women, dedicated to fostering an inclusive culture and advancing employees’ leadership skills.

Maria is a Certified Public Accountant in Florida and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.

Marian Ancheta is an experienced international tax lawyer specializing in cross-border estate planning, wealth preservation, pre-immigration and succession strategies, including cross-border estates and probate matters. With a deep understanding of the complexities that global families face, she enjoys assisting private wealth clients navigate tax laws and legacy planning across multiple jurisdictions. Passionate about crafting tailored solutions, she works closely with families to ensure their wealth transitions seamlessly to future generations while optimizing tax efficiency. Whether advising high-net-worth individuals, business owners, or non-US investors, she is committed to protecting and promoting clients’ long-term goals with a strategic and personalized approach.  Ms. Ancheta has more than 23 years of tax, trusts and estates and banking experience and has counseled both foreign and domestic financial institutions on complex compliance matters, including the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). She advises banks, investment firms, and multinational entities navigate evolving regulatory frameworks, ensuring compliance with cross-border tax reporting obligations. With a keen understanding of global tax enforcement trends, she provides strategic counsel on due diligence, withholding requirements, and risk mitigation. Aside from her commitment to the law, she is an avid runner and believes health is our most valuable asset.  She is fluent in English and Spanish.

Megan E. Campos is a partner at Grant, Herrmann, Schwartz & Klinger LLP (“GHSK”) and the head of GHSK’s Miami office. With over 15 years of legal experience, Megan’s practice focuses on international tax and estate planning for high-net-worth, cross-border families. She has extensive experience advising on the structuring of U.S. real estate investments for non-U.S. persons, cross-border matters related to trusts and trust-like structures, and both pre- immigration and expatriation planning. The core of her practice focuses on designing tax- efficient structures for multinational families that preserve their wealth while at the same time taking into consideration their non-tax objectives. Megan also has experience with international tax compliance and multi-jurisdictional business and corporate matters.

Oscar J. Guerra is a senior international lawyer and Wealth Planner with more than 15 years of experience in the financial industry; particularly in the field of wealth management, international tax planning, wealth preservation, and cross-border succession planning. Oscar has a broad and deep understanding of the different structures and solutions suited for HNW families and entrepreneurs, with focus on Latin American clients. He currently serves as the Head of Wealth Planning for the Americas at EFG Capital International (a subsidiary of EFG Bank AG). He previously held high level positions at other organizations, including global corporate services providers, and financial institutions such as Lombard International Assurance, and Scotiabank. Oscar holds a JD-equivalent in Venezuela, an LLM from Universidad Complutense de Madrid, as well as an MBA from Florida International University.

Patricia Carral is a Wealth Planner/Director for Citi Trust who works closely with clients from Colombia and Peru to develop and implement effective strategies to help protect and transfer wealth to family. She brings over fifteen years of experience in the wealth planning industry working with ultra-high-net-worth individuals with both offshore and US planning needs. Patricia has experience in insurance and estate planning. She worked with International Wealth Protection as an insurance broker. For most of her career with HSBC and AMICORP, Patricia served as a Wealth Planner covering Latin America. Patricia holds a Master of Business Administration from Nova Southeastern University and a Bachelors of Arts Degree in Chemistry from Florida International University. She is a member of the Society of Trusts and Estate Practitioners (STEP) and serves as Secretary of the Miami STEP branch board. She is fluent in English and Spanish.

Ricardo J. Souto is a partner at Shutts & Bowen LLP in Miami, where he is Chair of the firm’s Tax & International Law Practice Group. He focuses his practice on taxation, estate planning, and corporate planning and advises foreign and domestic clients on U.S. tax matters, corporate mergers, and acquisitions. Ricardo is a published author and speaker on tax issues.

Sarah Jacobson is a Private Client Partner and Co-Chair of the LATAM Practice at Day Pitney and represents high net worth individuals and families in tax, estate planning and trust matters. Her practice is dedicated to assisting global families with some U.S. connection, including foreign families with U.S. beneficiaries and foreign individuals making U.S. investments. Sarah devises creative strategies to facilitate tax-efficient wealth transfers among U.S. and foreign clients for their wealth worldwide. She has significant experience dealing with complex, international trust issues and routinely provides advice to U.S. beneficiaries and foreign fiduciaries on the related U.S. tax and compliance implications.

Shawn is a partner at Bilzin Sumberg in Miami, where he is part of the high net worth taxation
team. Shawn graduated from the University of Pittsburgh Law School in 1996 and received his
LL.M. in Taxation from The University of Miami in 1997 (with a specialization in international
taxation). Shawn is a member of The Florida Bar (Chair of the Tax Section 2023 – 2024), is
Board Certified in Taxation, and is a Fellow of the American College of Tax Counsel. Shawn
counsels foreign and domestic high net worth individuals, families and closely-held companies
wherever they need international and domestic tax, estate planning, and pre-immigration and
expatriation planning and strategies. Shawn has taught and spoken on international tax issues
extensively.

Susie manages marketing and events for international law firms, wealth management firms and art-related organizations.

She specializes in creating “green” events and offers clients the option to implement eco-friendly practices. She has an MBA in International Business from the University of Miami.

She has been representing STEP since 2019.