We are honored to have once again participated as sponsors of the STEP LATAM Conference 2025, held on September 4–5, 2025, in Mexico City. This prestigious event has established itself as the leading forum for professionals dedicated to wealth planning, structuring, and management in Latin America and the world.

Our delegation included our Partner, Randall S. Webster; our Associate, Sara Montenegro; and our Business and Marketing Manager, Sofía Johnson. We extend our gratitude to everyone who stopped by our stand — it was a pleasure to connect and share ideas with colleagues, clients, and friends.

The conference brought together a distinguished audience of lawyers, accountants, bankers, and trust and estate advisors (among others), fostering valuable discussions on the most pressing issues in the region. This year’s program featured some insights on:

• Predicting trends in private wealth.
• Protecting assets from government intervention.
• The impact of U.S. legal and tax developments on Latin American families.
• Tax disputes and cross-border compliance for trusts and foundations.
• The role of art and collectibles in family succession planning.

As a firm with more than 65 years of experience advising families and businesses in complex cross-border matters, we are proud to support initiatives that promote knowledge-sharing and collaboration among leading practitioners. Our delegation included our partner, Randall S. Webster, our associate, Sara Montenegro; and our Business and Marketing Manager, Sofía Johnson. Thank you to each one who stopped by our stand.

We congratulate the STEP LATAM Conference team for another successful edition and reaffirm our commitment to advancing best practices in international wealth management across the world.