Schedule

september 3, 2025 september 4, 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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