Sophos had the pleasure of hosting a discussion focused on the evolving Brazilian tax and succession planning landscape, featuring insights from Juliana Cardoso and Alejandro Gil, followed by an engaging exchange with participants from the private wealth and fiduciary industry. Juliana Cardoso, founder of Juliana Cardoso Advogados in São Paulo, opened the session with an overview of the significant legislative and tax developments that have impacted Brazilian families over th

Our reflections from the STEP Zurich Roundtable On 4 March 2026, STEP Zurich convened a practitioner roundtable dedicated to “Private Wealth in Latin America, Spain and Portugal.” The session brought together leading advisors from across Latin America, Iberia and the United States to exchange practical insights into the evolving landscape of cross-border private wealth. Organised under the auspices of STEP Zurich, the discussion was intentionally structured as a concise pract

Yesterday, in the vibrant heart of Zurich, Sophós Advisors, for a second year in a row, joined industry leaders, private wealth...

The International Private Client Conference in Miami on April 24 brought together leading voices from across the Americas to discuss...

Last month, Sophos Advisors GmbH was awarded Life Insurance Broker of the Year (Private Placement Life Insurance - PPLI) at the...