Deidree Bain, Americas lead for Suntera Private Office, and Lashan Pratt, Manager, Private Wealth - Bahamas and Angella Williams-Myers, Director and Head of Private Wealth in the Cayman Islands, are delighted to be attending the IFG Miami Annual Conference on 5 December 2024.
Suntera is also delighted to be sponsoring the Cocktail Reception.
The conference 'Family Governance: Empowering Beneficiaries through Inter-Generational Planning, From Strategy to Execution' will solely focus on governance for private wealth with an emphasis on execution, with a proven track record in both the United States and Europe. There is a significant need to move beyond awareness of the importance of governance to help advisors and the families they serve to get into the details of how to practically implement family governance by successfully integrating legal, consulting, and investment advice.
Multi-disciplinary collaboration and know-how exchange among top trusted advisors is crucial – IFG includes thought leaders from legal, consulting, and academic professions, and the conference program is rigorously independent. IFG is a membership organisation in the service of families and its members, and the objective of the conference is to create a confidential setting where the parties can safely interact, share their experiences, discuss crucial ideas, and take away ideas, solutions, and key learning points.
Deidree Bain will join Tomas Alonso to host a roundtable discussion titled Practical Considerations When Working with Multi-Generational Families.
For more information about this event, please visit the IFG Miami Conference 2024 Website.
To learn more about our Private Office services, visit the Suntera Private Office Overview Page.
Get in touch:
AMERICAS LEAD, SUNTERA PRIVATE OFFICE
View Bio | Email Deidree | LinkedIn
MANAGER, PRIVATE WEALTH, BAHAMAS
View Bio | Email Lashan | LinkedIn
DIRECTOR, HEAD OF PRIVATE WEALTH - CAYMAN
View Bio | Email Angella | LinkedIn