Schedule
september 25, 2024 september 26, 2024
Exhibitor Set Up
Early Delegate Registration
Meet and Greet Reception
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Registration/Coffee
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Opening Remarks
The UN Framework on Global Tax Cooperation
The UN is developing a tax convention framework on global tax cooperation and has created a committee to develop this framework. These developments are not without controversy as the UN and the OECD are coming from different perspectives based on their constituency base.
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100 years of trusts in LATAM, their impact and where we are today
Trusts (both domestic and from common law jurisdictions) and fideicomisos have a long tradition in LatAm as one of the planning alternatives for family assets.
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COFFEE BREAK
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Top things for family advisers and trustees to know about digital assets
The panel will discuss this fast changing area in the context of what every family adviser should know about including digital assets within family wealth structures.
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Presentation by the Bahamas Ministry of Economic Affairs
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LUNCH
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Political Instability in LatAm
LatAm is suffering increasing political, economic and other instability. The speaker will provide the invaluable insights of a leading Argentine economist, professor, intellectual, and lecturer.
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Use of Private Investment Funds by LATAM Families - A jurisdiction comparison: Luxembourg, BVI, Cayman and Bahamas
The panel will compare the features and benefits of setting up and using private investment funds in their jurisdictions for LATAM families.
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Mental Capacity as a challenge in LATAM
The panel will examine how mental capacity issues are legislated for and approached by family advisers in both common law and LatAm jurisdictions.
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COFFEE BREAK
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Owning and Administering Superyachts and Private Jets
UHNW families are increasings acquiring superyachts and private jets. The highly experienced speaker will provide an in-depth but practical look at how best to acquire, hold and administer such assets with examples of the range of options.
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Brazilian and Argentine Tax Reforms: how to navigate with the new rules
Recent Brazilian tax reforms have changed dramatically taxation of investments abroad of local residents, greatly altering the possibilities for tax planning on those investments. Argentina is in the midst of a major reform of its tax system, which may likewise impact planning for family wealth. The panel will examine both present and possible future changes.
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PTC vs. Institutional Trustee – which is the best fit?
The Founder of the Family Business is going to be the Settlor of a newly created trust and the Founder is considering the enduring future of this important family legacy. One of the critical decisions is the type of trustee that will shepherd this trust and underlying family legacy forward for the generations to come. This decision is often critical for LatAm families, as it implies a third party getting involved in the control of the family assets. Our panel of experts will explore this topic including the potential for divergence of goals & views of the beneficiaries and possible contention on the horizon.
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Closing Remarks
Registration/Coffee
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Opportunities and threats of AI, potential relation with blockchain technologies for the future of wealth planning and its impact in our industry
AI presents an array of opportunities but also risks. This panel will discuss some of the practical uses of AI (and to some extent, blockchain) as a tool for wealth planning, investing and management and some of the ways in which it may revolutionize the international fiduciary industry.
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Understanding the Broad Responsibilities of Wealth “The Challenge for the Next Generation"
Matthew Fleming, Senior Partner at Stonehage Fleming and 5th generation member of the Robert Fleming family lineage, will share personal insights into family governance, wealth management, and intergenerational communication. This session will explore the essential steps in preparing the next generation to comprehend the multifaceted responsibilities that come with wealth, including imparting crucial knowledge and instilling the core values necessary for responsible stewardship.
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STEP UPDATE
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COFFEE BREAK
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The hangover of LATAM tax amnesties
Many LatAm jurisdictions implemented tax amnesty programs in line with OECD recommendations and in anticipation of CRS. However, some LatAm governments have thereafter used the Information obtained in, perhaps, questionable ways, including violating confidentiality, tax evasion criminal prosecutions and, politically, as a basis for increasing existing taxes and the creation of new taxes. This panel will examine developments in Argentina, México and Chile.
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Good corporate governance practices for families and NGOs
The leaders of NGOs and wealthy families face particular challenges when it comes to the responsibilities of including ethical and good governance elements in their overall strategic planning. The speaker will discuss the best approaches for successfully implementing such increasingly important strategic elements.
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LUNCH
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US Transparency Improvements
An overview of recent US transparency developments including the practical application of the reporting requirements imposed by the Corporate Transparency Act and the recent pronouncements from the US Treasury Department Financial Crimes Enforcement Network relating to certain real estate transactions.
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The largest libertarian laboratory in the world - Understanding Javier Milei’s reforms
Argentina has elected the first libertarian president. An outsider of politics, he won on a platform of promising a change of 180 degrees in the whole economic system. What does this mean? Where is Argentina going and what does Javier Milei have in mind? Will other countries follow suit?
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CLOSING REMARKS
GALA DINNER
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LATAM EXPERIENCE | Polo Exhibition + Argentinian Asado Day Out Event
Experience the thrill of apolo exhibition day out event! Complete your Argentinian experience with an exciting polo exhibition & Asado event. Join your conference colleagues for an unforgettable day filled with excitement, elegance and food! Secure your spot early to ensure you don't miss out on this exclusive opportunity. This event has limited attendance and is weather permitting.
**Additional Cost
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