Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Mr Alfonso Baigorri | Managing Director and Regional Director
Bessemer Trust

Mr Alfonso Baigorri, Managing Director and Regional Director, Bessemer Trust

Mr. Baigorri manages the Miami office as Regional Director. He oversees the firm's client and wealth advisory efforts in southern Florida for domestic and international families.   Mr. Baigorri has more than 20 years of experience in the banking and legal fields.  Throughout his career, he has advised foreign and United States ultra high net worth families with a specific focus on tax minimization strategies and implementation of estate plans for families with both United States and foreign status assets.   Prior to joining Bessemer, Mr. Baigorri was a Managing Director at JPMorgan’s Private Bank. Previously, he was in private practice with an international U.S. based law firm, Buchanan Ingersoll & Rooney, and a Florida firm, Katz Barron Squitero & Faust, and worked with Banco Santander, in Puerto Rico and Florida. Throughout his career, Mr. Baigorri has advised foreign and United States ultra high net worth families with a specific focus on legacy planning, family governance, tax minimization strategies and implementation of estate plans for families with United States and foreign situs assets.   Mr. Baigorri received his LL.M. in Estate Planning from the University of Miami School of Law, his J.D. from the Interamerican University School of Law, and his B.A. from Boston University. He is fluent in Spanish.   Mr. Baigorri is a member of The Florida Bar and the Society of Trust and Estate Practitioners (STEP).

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Appearances coming up:

Day 1


@ 13.45
Panel Debate: Family Offices and Private Banks – conflict or collaboration?

·         Conflicts of interests and ethical investment dilemmas
·         Why family offices need strategic relationships with wealth managers
·         Managing assets vs. managing asset managers
·         High touch services; who has the advantage?
·         Hidden benefits and disadvantages

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014