The Fourth Miami Family Wealth Report Awards 2027 incorporating Latin America and the Caribbean

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.

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.

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.

Gio Maso is a CPA with global experience supporting the world’s largest family offices, institutional allocators, and asset managers across USA, Europe, & Australia. Gio is COO at a US-based single-family office that services a Forbes 50 family. He was Chief Financial Officer of the Jordan Park Group prior to his current role. Before Jordan Park, Gio was a Managing Director in the EY Family Office Advisory team. He has been an FWR judge since 2022.

Anabella Murillo is Managing Director, Private Wealth, the Americas, and is based in Miami. She has more than 15 years of experience in the international and domestic area. Anabella focuses on developing and expanding the latam market with U.S. connections, and be a bridge between Latin America and the U.S. by offering U.S. trust/fiduciary services.

She works with financial institutions and centers of influence to meet the cross-border needs of family and enterprise groups. She also brings experience in entity management, trustee, and financial services, working along with South American families with U.S. connections.

In her previous role, Anabella spent more than three years as Director of Business Development working for a trust company, company management and fund service provider with a worldwide presence. Prior to that, she was the Director of International Wealth structuring for a financial institution, focusing on Mexico, Colombia and Peru. Anabella spent seven years specializing in entity management and financial services as a Business Development and Sales Manager at a professional trustee company. During her previous roles, she successfully developed new business opportunities with high-net-worth individuals in South America. She has worked in Caracas, Miami, New York, San Francisco and San Diego, and she has experience advising clients at Ernst & Young on their corporate and tax matters.

Anabella received her Law degree (J.D.) from Universidad Católica Andres Bello in Caracas, Venezuela. She is a certified Trust and Estate Practitioner by Society of Trust and Estate Practitioners (STEP) and a member of the board of STEP Miami. She speaks Spanish and English fluently.

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.

Myriam Soto is Head of International Wealth Planning and Fiduciary Services for BNY Wealth. In this role she works directly with clients across the world and provides oversight and leadership to BNY’s international fiduciary teams based in the Cayman Islands, New York and Miami.

Myriam leverages the broad capabilities of BNY to provide global families tailored wealth planning solutions.  She frequently works in coordination with clients’ professional advisors to holistically approach the multijurisdictional issues impacting families and family offices. Furthermore, Myriam is a part of the Family Governance Specialist team working with families to sustain their wealth for generations.

Myriam has over 25 years of experience in financial and legal services.  In her 21 years with BNY, she has held various roles within the international wealth management practice area in New York and Miami, most previously as Head of Global Fiduciary Planning and Development and the President and Chairman of the Board of the BNY Mellon Trust Company (Cayman) Limited.

Myriam also served as a Sr. Wealth Advisor in the JP Morgan Latin America Private Bank where she worked with high and utra-high net worth international individuals and families to develop and implement wealth transfer strategies.  Prior to this, Myriam was a practicing attorney in the Tax, Trust, and Estates Department of Drinker, Biddle & Shanley in New Jersey and also worked for PwC in the Estate and Gift Tax group in New York.