Marking its unwavering commitment to the financial services industry and to shaping the future of wealth management, BVI Finance and its members showcased robust representation at the recently concluded STEP LatAm 2023 Conference. Held in Bogota, Colombia on September 7 and 8, this event centered around the theme "Building Knowledge Across Borders -Advising Families Today and Tomorrow," drawing a diverse audience of over 375 professionals from across the globe.

The global organization, the Society of Trust and Estate Practitioners (STEP), is known for bringing together leading professionals from various industries. This year's STEP LatAm Conference welcomed renowned lawyers, accounting professionals, bankers, and trust, estate, and investment advisors.

Underscoring its prominence, BVI Finance was a notebook sponsor with a dedicated stand at the venue, symbolizing the industry's dedication to leading conversations vital to the evolution of wealth management in Latin America.

Discussion topics at the conference ran the gamut from 'Engaging the Next Generation', 'Challenges of M&A Transactions in Family-Owned Business', and 'Latin America at the Crossroads', to 'Trends in Substance and Other Requirements in International Tax Planning', and the pioneering 'How will AI Revolutionize International Planning'.

Representing the BVI’s Financial Services Industry, the following members made their presence felt:

  • Claire Abrehart from Harneys Fiduciary
  • Sabinah Celement from Intertrust
  • Shanica Maduro-Christopher from Intertrust
  • Elise Donovan from BVI Finance
  • Michele Hibbert from Patton Moreno & Asvat
  • Vanessa King from O’Neal Webster
  • Alexander Muksinov from Ogier
  • Rosa Restrepo from ARIFA

On the BVI's significant involvement, Elise Donovan, CEO of BVI Finance commented, "Our proactive and dominant role at STEP LatAm 2023 mirrors our commitment to fostering dialogue, driving innovation, and shaping the wealth planning discourse in the Latin American region and on a global scale."

For further insights into BVI Finance or to learn more about the STEP LatAm 2023 Conference, please refer to or contact Adrianna Soverall at