Planejamento sucessório internacional: Estate Tax, PIC e trust para investidores brasileiros
Painel Avenue Connection 2026 Franco Messina, Itaú Private Bank, e Daniel Amorim, Catalyst Quem investe no exterior pensa primeiro em diversificação e rentabilidade. A sucessão quase sempre fica para depois. No Avenue Connection 2026, Franco Messina (Itaú Private Bank) e Daniel Amorim (Catalyst) dedicaram um painel inteiro a uma pergunta: o que acontece com o […]
Cayman Registrar fees for 2027: what is changing and what it means for you
The Cayman Registrar has updated its annual fees for 2027. We have set out the detail below so you can see exactly what applies to your entities. The short version: there is nothing you need to do. We will build the new fees into your 2027 annual invoice and send it ahead of the due […]
Planejamento sucessório internacional: algumas reflexões após o Avenue Connections 2026
Por Daniel Amorim Managing Director, Corporate Services & Client Accounting Durante o Avenue Connections 2026, em São Paulo, tive a oportunidade de dividir um painel com Franco Messina, do Itaú Private Bank, sobre um tema que muitas vezes aparece tarde demais nas conversas sobre investimento no exterior: o que acontece com esse patrimônio e com […]
Sucessão Patrimonial e PICs: 5 Aprendizados da Avenue Connection 2026
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A Catalyst for Change: Daniel Amorim on Innovation in Private Investment Management
In this exclusive interview, Daniel Amorim—Managing Director at The Catalyst Group—discusses how Catalyst is transforming private investment management for UHNWIs. With a focus on real-time access, digital execution, and next-gen control, Daniel shares what inspired the launch of Catalyst Core and why the future of fiduciary services lies in technology-first solutions. With over two decades […]
Catalyst Deep Dive | Episode 1: Brazil’s Offshore Wealth – Post-Reform Tax and Succession Strategies
The global landscape for wealth structuring is shifting — and nowhere is that more evident than in Brazil. In this special episode of Catalyst Deep Dive, our expert hosts break down the impact of Brazil’s sweeping 2023 tax reforms on offshore wealth planning. With clear insights, this conversation is essential listening for anyone managing or […]
SEC Adopts Final Rules to Reduce Risk in Clearance and Settlement of Securities
The Securities and Exchange Commission (SEC) has recently adopted final rule changes regarding the clearance and settlement of securities (15 February 2023). The changes will impact the standard settlement cycle for most broker-dealer transactions in securities, shortening it from two business days after the trade date (T+2) to one business day after the trade date […]
BREAKING NEWS | Catalyst Partners Ollie Bearman in 2023 Race Season
Joining him on his journey in Formula 2… The Catalyst Group “Catalyst”, a global financial services firm headquartered in the Cayman Islands, is delighted to announce a partnership with British racing talent Ollie Bearman as he enters the FIA Formula 2 Championship for the 2023 season. 17-year-old Ferrari Academy driver, Ollie Bearman, joins the season with his eyes […]