Auric Private Client Advisory to Engage with Global Leaders at STEP LATAM 2025

Auric Private Client Advisory LLC is pleased to announce that Amy Solarz‑Patel (Owner & Chief Operating Officer) and Milan Solarz‑Patel (Founder & Chief Tax Advisor) will attend the STEP LATAM Conference, scheduled for September 4–5, 2025, in Mexico City (https://www.steplatamconference.com/).

About the STEP LATAM Conference

STEP Latin America (STEP LATAM) is organized by the Society of Trust and Estate Practitioners. It unites professionals—such as attorneys, accountants, trust specialists, and wealth advisers—from across Latin America and beyond. The forum focuses on estate planning, wealth structuring and preservation, cross-border familial issues, protection of vulnerable individuals, family business succession, and philanthropic planning. STEP supports over 21,000 members in 95 jurisdictions. The organization emphasizes professional education, training, international networks, and recognition, all with the objective of guiding wealth stewardship across generations.

STEP LATAM 2025 will present a diverse program over two days, including sessions such as “10 Predictions for the World of Private Wealth,” panels on governmental seizure strategies, cross-border tax developments for Latin American families, and governance risks in family offices.

Auric’s Commitment to Global Wealth Advisory

Amy and Milan’s attendance reflects Auric’s commitment to remaining at the forefront of issues in cross- border wealth advisory and estate planning. Engaging with peers and thought leaders at such a focused conference reinforces our mission: delivering informed, customized U.S.–Latin America cross-border tax and succession advice.

Connect with Auric at the Conference

If you will be attending STEP LATAM, we welcome the chance to meet with you. To arrange a discussion with Amy or Milan in Mexico City during the event, please reach out via email at: contact@auricllc.com.

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About Auric Private Client Advisory LLC

Auric Private Client Advisory LLC is a boutique U.S. tax advisory firm specializing in cross‑border U.S. tax planning, compliance, and reporting for individuals, families, trusts, and closely held businesses. Auric delivers tailored strategies in collaboration with clients’ financial and legal advisors, especially in areas of trust and succession planning, asset protection, and international tax matters.

For more details, visit https://www.auricllc.com/