NEWS & INSIGHTS
Estera Bermuda Managing Director, Alison Dyer-Fagundo will be participating in a panel discussion at the Private Client Dining Club networking dinner taking place for the first time in Miami on 24 October 2019. Alison will also be speaking at the Advising Latin American Families in a Transparent World forum on 4 November 2019, also in Miami.
The Private Client Dining Club dinner is a premier networking event for international private client professionals. Alison’s panel will focus on the latest trends in advising ultra high net worth private clients from the Latin American region. The discussion will include topical concerns for trust clients, such as the implications of the loss of capacity by ageing settlors on the management of a trust structure, and the challenges of monitoring investment manager performance within a trust structure.
At the Advising Latin American Families in a Transparent World forum, Alison’s presentation will focus on the EU Blacklist Project and Ultimate Beneficial Ownership Registers. The conference aims to equip delegates with practical solutions when planning for Latin American family wealth preservation and success.
Alison Dyer-Fagundo said “I am thrilled to be speaking at both events in Miami. I look forward to discussing the latest developments in the sector and promoting Bermuda as a premier domicile for trusts and family offices. Estera is pleased to be a sponsor of both forums with senior members of the Estera group from the Americas, Bermuda, BVI and the Cayman Islands attending the Private Client Dining Club Miami event. With the recent announcement of the launch of Estera’s Legal Services in Bermuda and the Cayman Islands, I am also looking forward to discussing the expansion of our services as we combine our legal, fiduciary and administration services to deliver a truly comprehensive client-focused service.
Alison is the Managing Director of Estera in Bermuda. She has a long history of sitting on boards of Bermuda companies as an independent director; and provides commentary on the Bermuda funds and investment services, and private equity industries. Alison has extensive experience in private equity transactions, derivatives, public and private company M&A activity, equity and debt markets, and partnerships in relation to both their formation and on-going transactions. She leads the members’ voluntary liquidation practice, acting as liquidator in most cases.
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