Schedule
september 3, 2025
12:00pm - 4:00pm
Exhibitor Set Up - Exhibitor Hall
2:00pm - 4:00pm
Early Delegate Registration
7:00pm - 9:00pm
Meet and Greet Reception
7:45am - 8:30am
Registration/Coffee
8:30am - 9:00am
Opening Remarks
9:00am - 9:50am
10 Predictions for the World of Private Wealth
9:55am - 10:40am
Managing Risk From a Family Office Perspective
10:40am - 11:05am
COFFEE BREAK
Sponsored by:Patrocinado por:
11:05am - 12:05pm
Tax Disputes That Impact Wealthy Families
12:05pm - 12:20pm
Bahamas Ministry Presentation
12:20pm - 1:35pm
Lunch
1:35pm - 2:20pm
Impacts of US Current and Future Developments on LatAm Families
2:25pm - 3:05pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
2:25pm - 3:05pm
Deep dive audits. Where in the world are the ultimate beneficiaries?
Life Insurance Advance Planning: A wealth management tool for liquidity planning, deferment and asset protection
3:05pm - 3:30pm
COFFEE BREAK
3:30pm - 4:10pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
3:30pm - 4:10pm
Oops I made a mistake!
ART & COLLECTIBLES as part of the family planning in LatAm.
4:15pm - 5:00pm
The 3rd Generation Curse
5:00pm - 5:30pm
CLOSING REMARKS
8:30am - 9:00am
Registration/Coffee
9:00am - 9:45am
Reputation: why should you and your clients care?
9:45am - 10:30am
Strategies to Protect Against Governmental Seizure
10:30am - 10:50am
STEP UPDATE
10:50am - 11:15am
COFFEE BREAK
11:15am - 12:15pm
Public Registers of Beneficial Ownership
12:15pm - 1:00pm
Fulfillment. High performance, Happy people
1:00pm - 2:15pm
LUNCH
2:15pm - 3:00pm
Challenging tax residence - do you really want to move?
3:00pm - 3:40pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
3:00pm - 3:40pm
Sleeping with the enemy in the wrong jurisdiction
LatAm Families with U.S. Children: Cross-Border Estate Planning
3:40pm - 4:05pm
COFFEE BREAK
4:05pm - 4:50pm
Political Instability, Liberalism vs. Socialism, and Tax Impact in LATAM
4:50pm - 5:00pm
CLOSING REMARKS
7:00pm - 12:00am