A few months ago the Swiss company, CISA Trust, joined the long list of companies which continue to set up business in the area of Brickell Avenue, the financial heart of Miami, to serve high net worth foreign nationals with the purpose of reaching new Latin American clients.
Speaking to Funds Society in this regard, Myriam Bril, tax expert and lawyer and head of the CISA Trust office in Miami, said that the new office “provides high net worth clients with all necessary services and advice on legal and inheritance matters with jurisdictional implications.”
Miami headquarters works as a sales and marketing office and currently has a small group aiming to bring new customers from Central and South America and the Caribbean to the company.
CISA Trust Company, founded in Geneva in 1972, is one of the oldest and most renowned Swiss private trust companies in the industry. CISA, based in Geneva, is owned by a family group headed by John Ryan Jr., president of the company, with John Ryan III as President Emeritus.
For its president, “Miami seems to be the place to be to do business with Latin America. Latin Americans want to come here to meet with their lawyers and bankers, plus they have apartments here.”
Meanwhile, Bril stressed that wealth planning for Latin Americans is a booming business. “There is no better place for this than Miami. Many wealthy South Americans like to visit the city and even have a second home in Miami and they like to do business here, including private banking.”
The executive, aware of the importance that comes from being close to banks and major law firms, explains that her job in CISA is to “adequately structure customer’s investments, by working together with lawyers in order to achieve efficient tax planning while preserving assets for future generations.” She also pointed out that services are personalized and tailored to the needs of each client.
Bril, who has been working for CISA for over a decade, previously worked in Spain for a “big four” as a taxation attorney and specializes in advising high net worth Latin American clients. Bril is a law graduate from the University Pompeu Fabra and specialized in tax law with ESADE. In 2011, after completing an Executive Development Program at IESE in Spain, she was appointed by CISA to expand its business in Latin America from its Miami office.
Bril is certified as a Trust Estate Practitioner by STEP (Society Trust Estate Practitioners) since 2006 and has extensive experience in wealth planning advice within the legal and international taxation aspects of transnational transactions and advises private clients on their investments abroad.
According to its growth plans, the company does not rule out the opening of a New York office in the coming years.
For Fórmate a Fondo