Moderator
Allan Dunlavy
Partner, Schillings
Allan Dunlavy has a wealth of legal and advisory experience assisting clients to resolve high stakes situations, with a background in commercial, media, privacy and intellectual property litigation. He leads Schillings Partners US office with a focus in the Americas, helping them enforce privacy rights and protect data against Big Tech. Allan is recognized in the Spear’s 500 Best Reputation and Privacy Lawyers Index for 2024 and is a Tier 1 specialist in the Private Client Global Elite Directory.
Allan.Dunlavy@schillingspartners.com
Moderator
Ana Maria Oñate Bello
Representation Office Director at Corpag and STEP Colombia Chair
With over 15 years of diverse experience, Ana Maria currently serves as the Representation Office Director at Corpag, previously holding roles such as Branch Director at Trustmoore and Senior Attorney at Amicorp and PwC Colombia, demonstrating expertise in legal analysis, compliance, and corporate documentation.
Deborah Barker Roye
Partner, Ogier
Deborah has a wealth of expertise in Cayman Islands law and legal procedure, specialising in dispute resolution and contentious trust and estate matters. As part of Ogier’s Trusts Advisory Group, she regularly acts for beneficiaries, trustees, executors, protectors, and other fiduciaries on high-value, multi-jurisdictional trust structures and complex estates.
deborah.barkerroye@ogier.com
Elaine King
Founder, Family and Money Matters
Elaine King, CFP®, is the founder of Family and Money Matters™, focusing on empowering families for financial wellbeing. She has crafted financial plans for over 1,200 families and 100 enterprises. A Financial Education advocate with 19,000 students, she created LATAM’s first family financial program and won the Best Latin book award. Recognized as a top financial advisor by Investopedia and People Magazine, Elaine serves on the Forbes Advisor Board and is featured in major financial media.
elaine@familyandmoneymatters.com
Flavia Gerola
Senior Associate, Tax and Wealth Management, Trench Rossi Watanabe (Brazil)
Flávia Allegro Gerola was recognized as “Rising Star Associate of the Year” by Legal 500 in 2024, she has also been named a “Star Associate” and “Associate to Watch” by Chambers and Partners from 2021 to 2024. With prior experience at Baker McKenzie LLP (Chicago and Miami), Flávia is known for her meticulous work in tax and succession planning for high-net-worth clients. She is a noted speaker and former Assistant Professor at Fundação Getúlio Vargas.
Flavia.Gerola@trenchrossi.com
Jacqueline Day
Partner, Control Risks
Jackie Day leads Control Risks’ Crisis and Security department for the Americas and is based in Washington, DC.
She oversees their specialist consulting teams, including business resilience, crisis and continuity, security, and threat management. Additionally, she manages the services business with more than 100 consultants embedded within client organizations. Jackie is a member of the global senior leadership team of Control Risks and sits on the executive committee for the
Americas region.
jacqueline.day@controlrisks.com
José Miguel Gazitúa
Senior Associate – Private Client & Wealth Management / Corporate Taxation, Cuatrecasas (Chile)
Specialist in corporate taxation, high-net-worth individuals and families’ asset protection and generational wealth transfer planning. Tax structuring in M&A, financing and investment projects and reorganizations in Chile. Member of the International Fiscal Association. Lectures on Investment Funds Taxation at Universidad Adolfo Ibáñez.
josemiguel.gazitua@cuatrecasas.com
Leslie Share
Shareholder, Packman, Neuwahl & Rosenberg, P.A.
Specializing in tax, estate, and wealth preservation planning, Leslie has over forty years of experience advising on Broadway productions, real estate exchanges, and offshore and domestic trust structures. He frequently speaks on Florida and offshore trust law, wealth preservation, U.S. tax treaties, foreign investor IRS examinations, internet tax planning, and U.S. overseas investments. He is also a member of STEP.
las@pnrlaw.com
Miguel Rozensztroch
CEO - South/Central America and North America NRC, AllianceBernstein
Miguel Rozensztroch is a Senior Managing Director at AllianceBernstein, leading the North American Institutions Client Group and the South/Central America & N.A. NRC Client Group. He oversees business strategy, commercial activities, and client service, drawing on his experience in market insights and working with international clients and institutions across equities and
fixed income.levisa and Univision. Today, as CEO of the Miami Sharks, Mariano is making history by spearheading the launch of Florida’s first professional rugby team, combining his financial expertise with his passion for sports and entertainment.
miguel.rozensztroch@alliancebernstein.com
Tania Corina Lechuga-Rivera
Senior Associate at Sánchez DeVanny Eseverri, S.C. (Mexico)
In her 11 years of experience, Corina has advised companies and high net worth individuals on tax issues. She focuses on tax compliance for private wealth clients with foreign investments, wealth planning for international assets, double tax residency issues, asset transfer to next generations, and pre-migration tax planning (into or out of Mexico).
clechuga@sanchezdevanny.com
Moderator
Theo Burrows
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.
theo.tino.burrows@jpmorgan.com