Frank Rodriguez, managing partner of the Miami office, shared insights into the current trends and practices in international tax and wealth management in the Midyear 2016 issue of South Florida Legal Guide. Along with a panel of several attorneys and bankers, Frank provided observations on serving affluent international clients who have turned to South Florida professionals for their services. He discussed trends in the market, the sources of international investors, U.S. disclosure and compliance requirements affecting international investors, and how technology has affected the way business is handled.
“The secrets to success in serving this market are hard work, building a good reputation, being accessible, and delivering consistent value to clients,” said Frank.
To read the full story, view the online edition of the South Florida Legal Guide.
About Frank Rodriguez
Francis E. “Frank” Rodríguez is the Managing Partner in the Miami office of Shutts & Bowen LLP, where he is a member of the Tax and International Law Practice Group. He is also Chair of the firm’s Latin America Practice Group. A Martindale-Hubbell AV® rated attorney, Frank focuses his practice on general business transactions, with an emphasis on federal and Florida tax issues. Frank frequently advises lenders and borrowers engaging in commercial financing transactions.