The Second Annual Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025

Philip N. Carey is Principal and CEO of Lion Capital Advisors LLC, a Miami-based multi-family office. With over 25 years of experience in international private banking, my focus is on providing exceptional client service and building trust with U.S. and international families. I take a holistic approach to managing global wealth, incorporating individual values and unique investment opportunities. My clients, who are located in Europe, the USA, and South America, trust me to help them preserve and grow their wealth for future generations.

In a volunteer capacity, I am deeply committed to philanthropy. I am a Trustee and Vice President of The Sapelo Foundation, a private family foundation dedicated to social justice and environmental protection in Georgia. As a board member, I am leading the efforts to align our assets with our mission, reflecting my passion for creating positive change in the world. In addition, I am involved in the College of General Studies Dean's Advisory Board at Boston University and the Master of Science in Sustainable Business Advisory Board at the University of Miami Business School, where I share my expertise and collaborate with like-minded professionals.

I hold a Master of Science in Financial Planning from Bentley College-Elkin B. McCallum Graduate School of Business and a Bachelor of Arts from Boston University. I am committed to lifelong learning and continuous personal and professional growth.  For this reason, I recently enrolled in and was accepted to the Owner/President Management (OPM) program at Harvard Business School, a transformative learning experience designed to boost my leadership skills, help me expand my strategic vision and the value of my enterprise.

Joseph Kellogg works with families to make informed decisions for their wealth enterprise. As partner of WE Family Offices, he assists families to identify their objectives and their challenges within unique circumstances and then to coordinate with the families’ estate and tax professionals to implement a comprehensive strategy.

Prior to his role with the multi-family office, Joseph provided wealth-planning services for international private clients of UBS AG (Miami) and of HSBC Private Bank (Miami). In 2002, he opened and managed the Miami representative office for the Amicorp Group providing corporate and fiduciary structures to both corporate and private clients. From 1997 to 2002, Joseph worked with the Citco Group of companies based in Curacao, and in the British Virgin Islands. He is a recipient of the STEP Founder’s Award. He is former Chair and Board Member of STEP Miami Branch and former Vice-Chair and Board Member of STEP USA. Currently, he is a Member of the Business Families Global Special Interest Group.

Joseph is an attorney licensed in New York and Florida and received his J.D. from the American University in Washington, D.C., his LL.M. (Tax) from the University of Miami, and studied in a masters-in-law program at the Escuela Libre de Derecho in Mexico, D.F. He is fluent in Spanish.

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office Association, a global forum for single-family offices that is based in Greenwich, Connecticut. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Credit Agricole Indosuez in New York prior to that and started his career at Salomon Smith Barney. Mr. Reilly has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, and Bloomberg, and currently does a monthly interview series with notables in the family office world for Family Wealth Report, where he is on the global editorial board.

Wendy describes herself as a well-balanced individual who is deeply family oriented, spiritual, career driven and self-motivated. She also hastens to add that the journey of life helps in maintaining a humble outlook dishing out liberal portions of blessings and a few curves to keep her focused and grateful.

Wendy is one of two children born to her hero and lifelong best friend Marie Maragh. Her older brother Mark has always been her father figure and has always relentlessly pulled her along even when life has dished out some tough blows, Mark remains steadfast at his “little sister’s side. Wendy says that her Mom and best friend; a lady of extreme integrity raised her two children with prayer and humility, teaching them the basic values of life and that above all they should compromise on family’s core values of respect for everyone, living generously and treating everyone as they would like to be treated. Wendy says that Mom always taught us though that no matter the situation, as long as we act with integrity ourselves, we must stand up for ourselves and what we believe in. Mom’s greatest lesson is also that everything must be done with utter respect for everyone and above all LOVE.

Wendy is a widowed mother to 3 beautiful boys whom she describes as her foundation and says that they keep her grounded and challenge her daily to be the best version of herself daily. D’Andre, Dante and Davonte are her heartbeats.

Wendy is a professional and career driven individual who is happiest when learning new approaches to the world of work. Wendy expresses that her deepest sense of fulfillment comes from helping others accomplish their personal and professional goals.

Simone Martin is a non-conventional regulator with over 21 years of experience, having commenced this career in 2000 with the BVI Financial Services Commission. Her diverse experience encompasses several sectors (fiduciary services, insurance, and investment business) in both the BVI and Anguilla. During her career thus far, she has materially contributed to legislative reform towards ‘right-tough’ regulation, the conduct of prudential and AML/CFT compliance inspections as well as created and delivered training for local, regional and international regulators and other financial services professionals.

From 2008 – 2019, Simone served as the Secretary of the Joint Anti-Money Laundering and Terrorist Financing Committee of the Virgin Islands and was a member of the National Risk Assessment Steering Group of the Virgin Islands (2014 - 2016).  In addition, she has participated in a mutual evaluation as a Financial Expert with CFATF and contributed to multiple FATF Working Group papers.  Simone was also a core member of the Working Group for Trust and Corporate Service Providers, established by the Group of International Finance Centre Supervisors, that developed the international standard for supervision of Trust and Corporate Services Provider.

Simone holds a Masters’ degree in Business Administration and an undergraduate degree in Accounting.  She is a Fellow of The Chartered Governance Institute, UK, a Fellow of the International Compliance Association of the UK and a full member of the Society of Trust and Estate Practitioners.

Simone has facilitated diploma and certificate courses in Compliance, AML and GRC, and mentored students seeking AML/CFT focused financial services qualifications for over a decade.

In keeping with her passion for compliance and the learning process, Simone founded IGNUS SOLUTIONS LIMITED in 2021 – a platform created empower compliance professionals through its membership – CHASING COMPLIANCE, podcast, compliance courses and other media.

Mike is a transformational leader, tested executive and business advisor to boards, C-suite leadership teams, innovators and investors. As Chief Executive Officer of Baretz+Brunelle, Mike leads B+B’s focus on helping the world’s preeminent businesses in the new legal economy achieve growth.

As former CEO of Dentons US and partner for over 20 years, Mike brings to B&B’s award-winning work a record of business results emblematic of his unique ability to assist organizations meet large challenges — and understand large business opportunities — driven by changes in law, finance, and technology. His leadership empowered Dentons to transform into a global, multi-billion-dollar enterprise, where he has influenced a generation of leaders and served on the Global Management Committee and Global Board. This includes over 50 mergers and combinations during his executive leadership in the US and globally, alongside dozens of growth initiatives, large group acquisitions, new market and office openings, multi-office practice vertical acquisitions, and a creative ancillary transaction fueled by private equity investment.   His dedicated commitment to building out Dentons’ global family office and high net worth team contributed to being honored as Family Wealth Report’s 2023 Legal Team of the Year and Private Asset Management’s 2023 Best Family Office Provider for New Innovations.

Throughout his career, Mike built multiple award-winning practice, sector, and special situations teams focused on innovation, data analytics, and emerging technologies to inform decisions and adapt to evolving legal industry market trends. Having hired and directed C-suite leadership teams, he knows what is necessary to scale and finance growth within complex professional services partnerships. This includes addressing opportunities and challenges relating to C-suite demands, workforce shifts, digital transformation, legal technology, artificial intelligence, risk management and security, and private equity in the legal industry asset class. Personally engaged in structuring and negotiating transactions exceeding $100 billion and having been deeply involved in crisis management and response, Mike has experienced the realities confronting leaders, innovators and investors navigating major events, executing complex transactions, or pivoting to seize market opportunities.

A US government economist early in his career, Mike taught economics at Harvard University, receiving the Allyn Young Teaching Prize and Derek Bok Center of Distinction in Teaching. He is a Meyler Campbell (London) Mastered executive business coach, a trustee and former executive committee member of the Federal City Council, a board director of Children’s Law Center – a national-model non-profit reaching 5,000 children and families every year, and a passionate executive sponsor for the business benefits of diverse workplaces in decision-making,

Mike holds an AB, summa cum laude, in economics and public policy from Duke University and a JD, magna cum laude, from Harvard Law School.

Lowry is an Associate Director at the Stonehage Fleming Family Office US Division, where she holds the leadership position at the group's representative office in Miami. With an unwavering dedication to her profession, Lowry has ingrained herself in the local community for over two decades, cultivating an extensive global network. Leveraging her exceptional expertise in relationship management spanning over 19 years, she has successfully served multinational organizations, world-renowned international tax law firms, as well as high-net-worth international individuals and families across Latin America, the United States, and Europe.

She possesses an intricate understanding of her clients' complete affairs, enabling her to play a pivotal role in collaborating and coordinating with professionals worldwide, across multiple disciplines. This collaboration ensures the seamless execution of their strategic and operational objectives, solidifying her reputation as an integral figure within her field.

Throughout her career, Lowry has garnered recognition for her ability to create a welcoming environment, fostering strong interpersonal connections among individuals and her commitment to excellent service.