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ESTERA SPONSORS PREMIER PRIVATE CLIENT NETWORKING EVENT in Miami

Estera Bermuda Managing Director, Alison Dyer-Fagundo will be participated in a panel discussion at the inaugural Private Client Dining Club networking dinner which is taking place in Miami on 24 October 2019.

Estera is a silver sponsor of the Private Client Dinning Club networking dinner which is set to be a premier event for the region. Alison’s panel will focus on the latest trends in advising ultra high net worth private clients operating in Latin America. 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.

Senior representatives from Estera’s regional team from the Americas, Bermuda, British Virgin Islands and the Cayman Islands will also attend and include: James Maitland, Regional Head of Americas, Bermuda & Caribbean; Sonal Patel, Managing Director and Head of Sales for Americas, Bermuda & Caribbean; Alison Dyer-Fagundo, Managing Director / Managing Partner, Bermuda; Gareth Thomas, Managing Director, British Virgin Islands; Conrad Proud, Director of Trust Services, Cayman Islands; Samantha Powell, Senior Trust Officer, Cayman Islands.

Alison Dyer-Fagundo said “I am thrilled to be speaking at this event 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 and 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 expertise to deliver a truly comprehensive client-focused service.

James Maitland said “We are very proud to be a sponsor of the Private Dining Club in Miami. The event is a wonderful opportunity to connect with valued clients and partners of our long-standing trust business. Estera’s private client teams have substantial experience in managing a broad array of complex structures, providing tailored, expert and cost-effective solutions to our clients.”

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.

James is the Regional Head of Americas, Bermuda & Caribbean and oversees all aspects of Estera’s business in the Americas and Caribbean including client service delivery, business development and operations. James has more than 30 years’ experience spanning regional, business and client management of debt capital market securities services. Together with the jurisdictional teams, James maintains strong relationships with Estera’s clients and intermediaries to effectively support their strategic priorities and activities.


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