Event details

Join us for the latest discussion from our Global Mobility Series, sponsored by Range Developments. This is the first in a series of discussions on the challenges and opportunities facing HNW clients in relocating to the choice destinations for wealthy individuals around the world.

As the new Biden administration settles into office, there is much for HNW advisors to understand on how clients interested in moving to the US can access a variety of options to allow them to reside in the US. We will discuss the immigration options (including Citizenship by Investment programs), tax, legal, wealth structuring and investment management considerations for those moving to the US.

We are delighted to be joined by the panelists below:

Mohammed Asaria - Founder and Board Member, Range Developments, Dubai, United Arab Emirates. Range Developments is an international luxury hospitality development company that develops luxury resorts in the Eastern Caribbean under Citizenship-by-Investment programs.

Born and raised in England, Mr Asaria has a dual background in law and investment banking. A graduate of Trinity College, Cambridge, he began his career at Lovells, the international law firm. An interest in structured finance and investment banking led him to move to HSBC prior to founding Range Developments, the company that has grown to become the leading Citizenship-by-Investment developer in the Eastern Caribbean. Range Developments is the only developer to have completed two 5-star resorts under Citizenship-by-Investment Programs - Park Hyatt St. Kitts and the Cabrits Resort & Spa Kempinski, Dominica. Range Developments has gained a reputation for developing ultra-luxury, high end resorts that are transformational. Works on the construction site of Range Developments' third Citizenship-by-Investment project, Six Senses La Sagesse, Grenada, have commenced with completion due in 2022.

Todd Cowan - Wealth Manager, LGT Vestra US, London. Todd is a Wealth Manager at LGT Vestra US, where he provides international wealth management and investment solutions to US connected individuals, families and trustees.

Through a comprehensive approach, Todd leverages the full capabilities of LGT and his professional alliances to provide a unique international private banking experience comprising wealth planning, lending, insurance, investments and trusts.

Prior to joining LGT Vestra US, Todd spent 18 years in US private banking with UBS and Citibank. For ten years, Todd was a Director and Head of Sales at the UBS headquarters in New York City where he was responsible for partnering with relationship managers and private bankers to deliver the full suite of UBS wealth management capabilities to ultra high net worth clients.

Anastasia Tonello - Counsel, Ulmer & Berne, New York. With diverse experience from successfully managing immigration practices in New York and London, Anastasia is well placed to advise clients on the commercial and practical issues facing overseas businesses as they expand into the United States. She has extensive experience advising a range of individuals, including entrepreneurs, high net worth individuals, entertainers, and artists, and has effectively advised on investor, extraordinary ability, family-based petitions, and complex U.S. citizenship issues.

Anastasia has held numerous leadership roles with the American Immigration Lawyers Association (AILA), including serving as president, charter officer of the Rome District-European, Middle East, and Africa Chapter, and chair of the Department of State Committee.

Anastasia is frequently quoted in the media, including in The New York Times and The Independent and has been broadcast on BBC World News, New York 1/Spectrum News, i-24 Tel Aviv and New York, Al-Jazeera America, and NPR's All Things Considered. She is a regular speaker at professional conferences, training events, and leading business and law schools. An internationally recognised practitioner, she is listed in leading legal directories including Legal 500 UK Edition, Chambers Global, Chambers USA, Chambers UK, Super Lawyers, Who's Who Legal Corporate Immigration, and The Best Lawyers in America©.

Anastasia received her BA from Indiana University and JD from Notre Dame Law School. She currently lives in Harlem in New York City with her husband, daughter and Yorkshire Terrier.

Sean Tevel - Partner, Holland & Knight, Miami. Sean is a Miami private wealth services attorney who focuses his practice primarily on tax planning for high-net-worth individuals, as well as tax planning for multinational corporate and trust structures. Mr. Tevel advises foreign and domestic clients on U.S. federal income, gift and estate tax matters associated with their cross-border investments, including their U.S. real estate investments and business ventures.

Sean has significant experience advising clients with respect to corporate and partnership taxation, the application of the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA) and tax treaty issues. He also is well-versed in domestic and offshore tax compliance, including providing advice with respect to the Foreign Account Tax Compliance Act (FATCA), the Common Reporting Standard (CRS) and withholding tax compliance.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).