International Private Client Conference - Miami: Global 2026

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• More details about Amphora Financial Group

  Amphora Financial Group

  Amphora Financial Group is an international financial services firm headquartered in Bridgetown, Barbados, specializing in sophisticated wealth structuring solutions for high-net-worth individuals, families, and advisors. Established in 2006, the group operates through several core entities, including Amphora Life Insurance Company Ltd., Amphora Management Services Limited, Amphora Captive Insurance Managers Limited, and Amphora Bank & Trust Corp. The firm focuses on delivering integrated strategies that combine life insurance, trust services, corporate administration, and fiduciary solutions. Amphora Life designs customized variable universal life insurance policies tailored to cross-border planning needs, offering flexibility, asset protection features, and long-term wealth preservation benefits. These structures are often used as part of broader international estate and succession planning strategies. Beyond insurance, Amphora provides company formation and management services, trustee and trust administration, and captive insurance management. Its multidisciplinary team works closely with legal, tax, and wealth advisors to implement compliant, efficient, and globally coordinated structures. With a strong emphasis on regulatory integrity, technical expertise, and personalized service, Amphora Financial Group positions itself as a trusted partner for complex international wealth planning, helping clients preserve capital, manage risk, and support intergenerational continuity in an increasingly regulated global environment.

• More details about Axcelus Financial

  Axcelus Financial

  Axcelus Financial is a leading provider of private placement insurance solutions for global institutional clients seeking sophisticated, cross‑border planning capabilities. With more than 30 years of experience, Axcelus provides customized insurance structures that support international wealth planning, and long‑term strategic objectives. With over $18 billion in assets under administration (as of 12/31/25) and an A‑ (Excellent) rating from AM Best (as of 11/26/25), Axcelus offers access to more than 300 investment options, including variable insurance trusts, insurance‑dedicated funds, and separately managed accounts. Axcelus can provide solutions to clients in more than 20 countries across North America, Europe, the Middle East, Latin America, and Asia.

• More details about Advantage Insurance

  Advantage Insurance

  Advantage is a leading international provider of specialty insurance and related services to business owners and high net worth individuals seeking customized insurance solutions for their risk management and financial planning needs.

• More details about FirstPathway Partners

  FirstPathway Partners

  Since 2008, FirstPathway Partners has been a leader in the EB-5 industry, setting itself apart among professionals, developers, and fund managers. The firm has helped hundreds of immigrant investors navigate the employment-based fifth preference (EB-5) immigrant visa category, raising millions in EB-5 funds for job-creating enterprises. FirstPathway Partners is also one of the few regional centers to have obtained I-829 approvals and fully redeemed investor capital contributions, placing it among the highest-achieving firms in the EB-5 industry. Backed by decades of experience in government, publicly traded companies, and real estate, FirstPathway Partners provides investors with the trust, resources, and proven track record they deserve. The firm’s success is built on a commitment to security and reliability, ensuring a smooth and worry-free journey to U.S. Permanent Residency. To learn more about how FirstPathway Partners can help you achieve your American Dream, visit www.firstpathway.com.

• More details about Honest Jets

  Honest Jets

  Honest Jets is a boutique private jet charter company built on transparency, integrity, and an unwavering commitment to clients. Based in Miami and Ecuador, the company serves North American and Latin American travelers with global capabilities and access to 5,000+ aircraft worldwide. From 30-minute helicopter transfers to intercontinental journeys, Honest Jets specializes in seamless, efficient travel designed to protect what today’s flyers value most: their time.

• More details about Bridgeford Trust Company

  Bridgeford Trust Company

  Bridgeford Trust Company is the oldest and largest independently owned trust company chartered in South Dakota, delivering conflict-free and innovative trust and fiduciary services to domestic and international families worldwide. Consistently recognized as a top U.S. trust jurisdiction, South Dakota’s progressive modern trust laws allow the Bridgeford team to provide advanced solutions in asset protection, privacy, and tax planning. As a leader in the evolving fiduciary landscape, Bridgeford Trust Company—through its flexible, nimble, and entrepreneurial spirit—represents a new and emerging wealth management service paradigm built around true independence, collaboration, and the most powerful and progressive modern trust laws in the nation.

• More details about Teton Trust Company

  Teton Trust Company

  Teton Trust Company is an independent, Wyoming State-chartered trust company based in Jackson Hole with representative offices in New York and Miami. Acting as a professional trustee for clients with succession planning needs, Teton Trust Company works closely with attorneys, family advisors, private banks, trustees, and other institutions worldwide. We offer a comprehensive range of trust, foundation, and corporate services, including trust establishment and administration, private trust companies (PTCs), private interest foundations, corporate entities, and customized, client-specific solutions. Our team of lawyers, trust officers, and accountants helps clients preserve and protect their legacies for generations. Teton Trust Company is part of the Cone Marshall Group, a leading independent international fiduciary service provider with offices in more than 14 countries. Founded by Geoffrey Cone in 1998, the Cone Marshall Group assists individuals and families with estate planning, asset preservation, and wealth planning and administers more than $30 billion in assets.

• More details about Cantera & Associates

  Cantera & Associates

  Cantera & Associates is a family-owned, multi-generational international tax and advisory firm with roots dating back more than 60 years. We specialize in complex cross-border tax matters for high-net-worth individuals, families, and closely held businesses, with deep expertise in U.S. and international compliance, structuring, trusts and estates, and foreign reporting. We operate primarily through referrals, reflecting the long-term relationships and trust built with our clients and professional partners.

• More details about Axonic Insurance

  Axonic Insurance

  Axonic Insurance designs, distributes, issues, administers, and services annuity and related product solutions for individual consumers and institutions worldwide.

• More details about International Finance Bank

  International Finance Bank

  International Finance Bank (IFB) is a Miami-based community bank that serves local clients while supporting selected international markets. It provides personalized banking solutions—including deposit, lending, and treasury services—for professionals, individuals, and businesses, with a strong focus on middle-market and corporate clients. Internationally, IFB supports moderate to high-net-worth individuals and companies across multiple jurisdictions, operating with an emphasis on service excellence, compliance, and long-term relationships.

• More details about Southeast

  Southeast

  Southeast is a wealth planning firm recognized for its deep understanding of the financial, economic, tax, and legal frameworks that shape Latin American markets. This regional expertise, combined with a clear grasp of local business practices and market dynamics, positions the firm as a trusted partner for international institutions, banks, and advisors seeking reliable local insight. The firm’s team is composed of highly trained professionals who closely monitor regulatory and legislative developments. This constant attention to change allows Southeast to deliver comprehensive, forward-looking advice and to select the most appropriate structures and strategies aligned with each client’s objectives across short-, medium-, and long-term horizons. At the core of Southeast’s approach are individuals and their families. Every wealth planning strategy is tailored to specific needs, priorities, and risk considerations, with solutions designed to remain effective as circumstances evolve. Through strategic alliances with law firms, family offices, investment banks, and global institutions, Southeast provides adaptable and dependable solutions within an increasingly complex international environment.

• More details about Hasaan International Law

  Hasaan International Law

  Hassan International Law is a boutique legal practice focused on sophisticated U.S. and international tax planning, trust structuring, and cross-border wealth strategies. The firm’s work is shaped by the expertise of its founding partner, Ceci Hassan, a U.S. tax attorney with extensive experience advising high-net-worth individuals, families, and internationally active clients. The firm provides strategic counsel on trust and succession planning, addressing both domestic and international considerations. Its advisory scope includes pre-immigration and expatriation planning, tax residency transitions, tax reporting obligations, and ongoing compliance, with particular attention to the regulatory complexities faced by globally mobile families and investors. Hassan International Law also advises on real estate structures, international charitable and foundation planning, and tax-efficient frameworks for individuals and business entities. The firm’s approach combines technical precision with a practical understanding of cross-border legal and tax risks, enabling clients to navigate multi-jurisdictional environments with clarity and confidence. By integrating tax, legal, and structural analysis, Hassan International Law delivers tailored solutions designed to preserve wealth, ensure compliance, and support long-term planning objectives in an increasingly complex international landscape.

• More details about Converge Wealth Planning

  Converge Wealth Planning

  Converge Wealth Planning is guided by the understanding that wealth planning is ultimately about people — about preserving family continuity, protecting quality of life, and creating structures that support meaningful, long-term decisions across generations. For internationally connected families, this perspective requires more than technical solutions; it demands clarity, stability, and a framework capable of sustaining evolving personal and global realities. The firm’s approach is grounded in disciplined structuring, technical precision, and a rigorous understanding of cross-border legal, tax, and regulatory frameworks. Converge Wealth Planning designs strategies built for coherence and durability, ensuring alignment between jurisdictional requirements and long-term family objectives. Through this framework, Converge Wealth Planning advises families on the organization, protection, and transfer of wealth across jurisdictions. The firm develops structures that strengthen asset protection, support regulatory compliance, improve tax efficiency, and enable intergenerational continuity.