Global Mobility & Investment: A Transatlantic Perspective – Is the grass really greener? Key considerations for companies and their leadership
SAVE THE DATE ! DETAILS ON HOW TO REGISTER COMING SOON!
Shifting geopolitical dynamics, evolving regulatory frameworks, and increased scrutiny of cross-border capital flows are reshaping how companies and their leadership approach global mobility, investment, and long-term planning. In practice, many organizations are reassessing where they locate operations, deploy senior executives, and structure cross-border activities.
This program will explore current global mobility trends from a transatlantic business perspective, examining how regulatory change, investment considerations, and financial and compliance requirements intersect in corporate decision-making. The discussion will highlight why informed mobility decisions require long-term, coordinated planning across immigration, tax, banking, and investment considerations—rather than isolated or tactical choices.
With Florida positioned as both a gateway for international companies entering the U.S. market and a regional hub for advisory and financial services, the session will offer a strategic framework for decision-makers navigating global mobility in an increasingly uncertain environment.
SPEAKERS
- Scott Bettridge, Chair Immigration Practice – Cozen O’Connor
- Patrycja Kowalska, Senior Manager, Global Employer Services – RSM US
- Fabrice Marmousez, France country practice National tax leader – RSM – Moderator
- Isabel Quintero, Managing Director – Henley & Partners USA
DATE / TIME
Wednesday March 18, 2026
9.00AM – 11.00AM
LOCATION
RSM US
2811 Ponce de Leon Blvd. 7th Floor
Coral Gables, FL 33134
REGISTRATION
Details on how to register coming soon
SPEAKER BIOS
Scott BETTRIDGE chairs Cozen O’Connor’s Immigration Practice and represents both corporate and individual clients in all aspects related to U.S. immigration law. Scott’s corporate clients include major global organizations in the financial services, hospitality, fashion, media, IT, energy, agriculture, insurance, and health care sectors, along with organizations specializing in professional services, athletics and private club industries. Scott also represents individuals with entrepreneurial options, as well as with family-based immigration matters. He also represents both regional centers and individual investors in the EB-5 Immigrant Investor Program.
Patrycja KOWALSKA leads RSM’s global employer services (GES) in the Great Lakes region. She has over 15 years of experience in global mobility and focuses on the U.S. and various host country taxation of U.S. outbound and U.S. inbound employees. Patrycja helps companies manage their global assignment programs and has experience with tax compliance, tax-cost assessment and payroll issues associated with international assignments. She has worked on clients across a range of industries, including manufacturing, pharmaceuticals, construction, hospitality and financial services. Her clients range from high-level executives to large groups of expats based in the U.S. and around the world. Before RSM, Patrycja was a manager in the human capital practice of a Big Four firm. In this role, she managed global accounts providing tax compliance services for U.S. outbound and U.S. inbound employees, tax planning advice and global mobility/tax equalization policy development. Patrycja started her career with the Big Four firm in Warsaw, Poland working with expatriates coming to Poland from other countries, including the U.S., and advising them on tax and social security issues associated with their moves. Her experience with her own relocation to the U.S. enabled her to gain a better understanding of issues related to relocations and international assignments.
Fabrice MARMOUSEZ has 30 years of professional experience, including 26 in public accounting. He is a French and U.S. CPA, has a diverse background and specializes in providing U.S. tax services to a wide variety of multinational clients. As a former PwC France Partner, Fabrice has gained a solid background working on transatlantic matters with professional service organizations in domestic, multi-state and international structures. As RSM’s national tax leader for the France country practice, Fabrice is focusing on cross-border U.S. tax compliance or advisory engagements. As part of RSM U.S. Foreign Direct Investors Center of Excellence (FDI CoE), he leads engagements for a wide variety of corporate clients, from multinational private equity firms or foreign financial institutions to Consumer Industrial Products & Services corporate groups. He helps clients navigating through cross border tax matters, dealing with U.S. tax and reporting obligations on a daily basis. Fabrice also leads RSM’s tax International Private Client services (Global Family Enterprise – GFE) for the Southeast region. The GFE teams specifically address cross-border income and/or transfer taxes compliance, tax advisory, tax structuring and optimization for high-net-worth individuals and family offices.
Isabel QUINTERO is a Managing Director at Henley & Partners, based in Miami; leading sales teams across Colombia and Miami and overseeing the US South Territory; she specializes in residence and citizenship planning for high-net-worth individuals (HNWIs), their families, and advisors throughout the Americas. With a consultative approach and deep industry knowledge, Isabel guides clients through complex global mobility strategies tailored to their unique wealth planning and lifestyle goals. Before joining Henley & Partners, Isabel built a distinguished career spanning over seven years in private banking, where she advised affluent clients on wealth preservation and cross-border financial solutions, and six years in international real estate, with experience across Mexico, the United States, and Australia. Isabel holds a Bachelor’s degree in International Business and is fluent in Spanish, English, Portuguese, and Italian, allowing her to seamlessly support a diverse, global client base with discretion, cultural fluency, and insight.
Program hosted by 