Christina M. Baltz

Associée | New York


Secrétaire Sunshine Paculor

 

Publications externes

  • 'Investment and Tax Strategies for Family Offices and Private Investors in an Age of International Uncertainty,' Private Asset Management and EisnerAmper – 14 Juin 2017

  • 'LatAm Trust Webinar,' Amicorp Academy - 24 Mai 2017

  • 'US Immigration for the Ultra High Net Worth Families: What's Hot, What's Not', Expert Webcast - Mai 2016

  • 'Legal Parameters – Surviving in a Landscape of Heightened Regulation, Disclosure and Compliance',

  • New York Business Group Global Private Wealth Forum, New York – 12/13 Avril 2016

  • 'Trusts for Multinational Families: Navigating the Tangled Tax and Regulatory Compliance Web', Delaware Bankers Association 10th Annual Delaware Trust Conference, Wilmington - 26-27 Octobre 2015

  • 'Women in Wealth Management', Markets Group Private Wealth Latin America & The Caribbean Forum 2015, Miami - 20-22 Octobre 2015

  • 'Succession planning: how to fulfill the complex and differing needs of multi-generation family members, and Empowering your trustee: institutional trustees vs. family members and ensuring positive relationships', Terrapinn Private Banking Latin America & Americas Family Office Forum 2014, Miami - 19-20 Novembre 2014
  • 'Succession Planning: Sustaining Wealth through Generations in Latin America; Transitions are a difficult path for families -- how can the next generations overcome the traps of this process?', Latin Markets Private Wealth Latin America & The Caribbean Forum 2014, Miami - 23-24 Octobre 2014

  • 'Wealth Planning: Tax, Trust & Estate Structures – How do Private Wealth Management firms from across the region ensure that wealth is preserved for future generations?', Latin Markets Private Wealth Latin America & The Caribbean Forum 2013, Miami 24-25 - Octobre 2013

  • 'Growing Wealth in Latin America', Latin Markets Latin America Family Office Forum, São Paulo, 14-15 Juin 2012

  • 'Delaware as a Jurisdiction For International Planning: Past, Present and Future', Delaware Bankers Association 5th Annual Delaware Trust Conference, Wilmington - Novembre/Decembre 2010

  • 'Estate Planning for the Latin American HNWI: Mega-trends in global estate planning and taxes; Ensuring that wealth is passed effectively with minimal tax paid; Choosing the best people to manage your estate and ensure G2 and G3 members will continue the family legacy', Terrapinn Private Banking Latin America & Americas Family Office Forum 2010, Miami - 15-17 Novembre 2010