At CISA Trust, we are proud to announce our sponsorship and participation in the 17th Annual U.S. and Latin America Tax Practice Trends Conference, held from June 18–20, 2025, in Miami. This prestigious event, co-hosted by the American Bar Association (ABA), the International Bar Association (IBA), and the International Fiscal Association-USA (IFA), convenes leading professionals from across the Americas to address evolving trends in international tax, wealth structuring, and regulatory compliance.
Why This Conference Matters
The Tax Practice Trends Conference is one of the most respected forums for legal, tax, and fiduciary professionals advising high-net-worth individuals (HNWIs) and families with cross-border interests. Attendees gain in-depth knowledge of pressing topics, including:
- Intergenerational wealth transfer strategies
- Trust structuring across jurisdictions
- Tax and reporting obligations in cross-border transactions
- Private equity and real estate investment trends
- Taxation challenges in digital economies
These conversations are vital as clients and advisors navigate an increasingly complex landscape shaped by geopolitical uncertainty, regulatory shifts, and expanding global transparency standards.
CISA Trust: Present and Participating
We are not only proud to be a sponsor of this year’s event, we are also actively contributing to its dialogue.
👉 Maria Cecilia Rachadell, Managing Director at CISA LatAm, will serve as a panel speaker during the session titled: “Private Client Planning in Latin America from the Perspective of the International Trust Services Companies”
🗓️ Scheduled for Wednesday, June 18, from 2:00 PM – 3:30 PM.
This panel will examine how trust companies are adapting to the changing needs of Latin American clients, particularly in light of increasing tax transparency and cross-border compliance requirements. Maria Cecilia will share hands-on experience working with international families and structuring customized trust solutions across multiple jurisdictions.
Meet the CISA Trust Team in Miami
Alongside Maria Cecilia Rachadell, the following CISA Trust team members will also be present throughout the conference and at the official Networking Dinner on June 18:
- John Jr. Ryan – President
- Cecilia Matthews – CISA Funds Managing Director
- Juan Carlos de Sousa – Senior Wealth Planning Advisor
We look forward to engaging with lawyers, bankers, family office advisors, and other key players in the cross-border wealth planning space.
Our Experience and Commitment to Cross-Border Planning
CISA Trust has over 50 years of experience serving international clients, with offices strategically located in Switzerland, Miami, South Dakota, and the British Virgin Islands. Our teams specialize in establishing and administering trusts and private structures tailored to the needs of globally mobile families, ensuring long-term asset protection, succession planning, and multijurisdictional tax compliance.
Through our deep regional understanding—especially in Latin America—and our personalized approach, we offer clients and intermediaries trusted guidance in an increasingly regulated environment.
Let’s Connect
If you are attending the 17th U.S. and Latin America Tax Practice Trends Conference, we invite you to connect with us during the event or contact us in advance to schedule a meeting. Whether you’re advising on international estate planning or structuring complex investments, our team is ready to support your goals.
