Welcome to an exclusive gathering tailored for U.S. offshore and international financial advisors, set to take place on March 26, 2025, at the Loews Hotel in Coral Gables, Florida. This event promises a day filled with enriching discussions, expert guidance, and unparalleled networking opportunities. Attendees will have the chance to delve into critical industry trends and gain practical knowledge that can significantly enhance their advisory practices.

The agenda features a series of insightful panels featuring leading experts who will explore pivotal topics such as the future of offshore wealth management, strategies for expanding assets under management (AUM) beyond $1 billion, and the evolving responsibilities of registered investment advisors. Participants will leave with actionable insights that they can immediately implement. Moreover, the event offers numerous chances to connect with peers and industry leaders through interactive sessions like a marketplace lunch and coffee breaks, fostering collaboration and idea exchange.

Concluding the day is an informal social hour where attendees can further engage in meaningful conversations and build lasting professional relationships. This unique event is complimentary for U.S. offshore and international financial advisors, providing a rare opportunity to access cutting-edge industry perspectives and discover innovative strategies to propel their practices forward. The organizers eagerly anticipate welcoming participants to this exceptional event in Miami.

This gathering serves as a vital platform for financial professionals to stay ahead in the competitive advisory landscape. By engaging with thought leaders and peers, attendees will be better equipped to navigate emerging challenges and capitalize on new opportunities, ultimately driving success and growth in their careers.