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

New Technologies in Trust and Estate Planning

10:40am - 11:05am

COFFEE BREAK

11:05am - 12:05pm

Strategies to protect against governmental issues to governmental seizure

12:05pm - 12:20pm

Bahamas Ministry Presentation

12:20pm - 1:35pm

Lunch

1:35pm - 2:20pm

Impacts of Trump administration to 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

Managing Risk From a Family Office Perspective

10:30am - 10:50am

STEP UPDATE

10:50am - 11:15am

COFFEE BREAK

11:15am - 12:15pm

Tax disputes that impact wealthy families (presented in Spanish)

12:15pm - 1:00pm

Public registers of beneficial ownership

1:00pm - 2:15pm

LUNCH

1:40pm - 2:05pm

COFFEE BREAK

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

4:05pm - 4:50pm

Political Instability, Liberalism vs. Socialism, and Tax Impact in LATAM

4:50pm - 5:00pm

CLOSING REMARKS

7:00pm - 12:00pm

GALA DINNER







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