Jersey Finance is pleased to join the STEP New York monthly lunch series as part of Jersey Finance Flagship Week 2026. We invite you to join us for a moderated discussion on cross-border planning for US and US-connected families; inbound, outbound, and the complexities in between.
Our panel will explore what arises when UHNW families move, or are considering moving, people and capital across borders, including:
-Planning approaches for US and US-connected families navigating offshore structures
-Residency considerations for wealthy families exploring a move
-US planning options available to inbound families and capital
-Reporting and compliance in a cross-border context
-Case studies: inbound US and outbound US
SPEAKERS
Jill Britton | Director General, Jersey Financial Services Commission Click here to view Jill's biography
Ed Devenport | Partner and Global Practice Leader, Trust and Private Client, Mourant Click here to view Ed's biography.
Gerry Joyce | Senior Counsel, Trusts and Estate Planning Group, Perkins Coie, New York Click here to view Gerry's biography
Philip Pirecki – Moderator | Americas Lead, Jersey Finance Click here to view Philip's biography
Thank you to our generous lunch sponsor Crestbridge Fiduciary and our kind venue sponsor Katten.
Financial Aid Policy and Information
If you would like to receive information on Financial Aid, please click STEP NY Financial Aid Policy.
CLE Credit Information
For attorneys seeing CLE Credit, note that this event is appropriate for both newly-admitted attorneys and experienced attorneys. Attorneys must sign in and out to be eligible to receive credit.
Special Instructions for Registration
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STEP New York
step.newyork@step.org