Schedule
september 3, 2025
Exhibitor Set Up - Exhibitor Hall
Early Delegate Registration
Meet and Greet Reception
Registration/Coffee
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Opening Remarks
10 Predictions for the World of Private Wealth
As centrist politics is rejected across the world, social media replaces traditional media and the great wealth transfer gathers pace, this presentation considers what 2025 and beyond might hold in store for wealthy families and their advisers
Speakers: Oradores:
Legacy with purpose: What structures don’t explain
The true meaning of a family office in generational continuity and impact, and the role of advisors as strategic partners to the family.
Speakers: Oradores:
COFFEE BREAK
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Strategies to Protect Against Governmental Seizure
Especially in times of political turmoil, governments may look to the assets of wealthy families as a source of revenue. In this panel, we will discuss how to protect such assets from governmental claims, taking into consideration the use of bilateral investment treaties, trusts, different types of assets and other such strategies.
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Bahamas Ministry Presentation
Lunch
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Impacts of US Current and Future Developments on LatAm Families
The US landscape is undergoing substantial change. The panel will engage in a broad ranging discussion as to the tax and related developments likely to impact LatAm families with assets in, wanting to move to, or already living in, the US.
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Deep dive audits. Where in the world are the ultimate beneficiaries?
Our panel of expert practitioners will review the benefits of carrying our regular and extensive reviews of trust and foundations structures including:
are the structures in compliance with current requirement for the beneficiaries' place of tax residency;
are they in line with current family businesses;
are there any USA beneficiaries; and
have necessary tax filings been made?.
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Life Insurance Advance Planning: A wealth management tool for liquidity planning, deferment and asset protection
This panel with discuss important judicial rulingsin their respective countries including lessons to be learned from these in structuring for LatAm families.
Speakers: Oradores:
COFFEE BREAK
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Oops I made a mistake!
Even the best of trustees, protectors, directors and other fiduciaries can make mistakes, sometimes with disastrous consequences. Various of the offshore jurisdictions have enacted statutory provisions enabling these mistakes to be reversed. The speaker will explain these, including the circumstances and procedures.
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ART & COLLECTIBLES as part of the family planning in LatAm.
For LatAm families art and collectibles have been a very important part of the family assets and legacy and such assets are often held in multiple jurisdiction. Following a very successful panel in Colombia, this panel will address the succession planning challenges as to such assets.
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The 3rd Generation Curse
This session offers a compelling exploration of the cultural dynamics that underpin the well-known adage: “Shirtsleeves to shirtsleeves in three generations.” Through a blend of global statistics and regional insights, the speakers will examine why wealth so often dissipates by the third generation, with a particular focus on LatAm. The speakers will explore how financial illiteracy and lifestyle inflation contribute to erosion of family wealth, the effects of family conflicts and governance gaps, as well as lessons drawn from families who have faced these challenges.
Speakers: Oradores:
CLOSING REMARKS
Registration/Coffee
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Reputation: why should you and your clients care?
What is reputation and why is it important – for our clients, for our firms, for us as individuals and professionals and, even for our families. Many people don’t really recognize and accept the importance and value (direct financial value and ability) to live the life you want. Why building reputation as an asset for clients is important in LatAm specifically.
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Tax Disputes That Impact Wealthy Families
This panel with discuss important cases that have been judged in those countries, and will aim at presenting take aways on do’s and don’ts in structuring for Latam families, taking into account the court decisions
Speakers: Oradores:
STEP UPDATE
COFFEE BREAK
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Public Registers of Beneficial Ownership
Various of the international financial centers have such public registers or are in the process of doing so. The expert panel will compare and contrast including what entities are in and out of scope, what information will be available, who will be entitled to it and checks and balances related to legitimate privacy.
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Fulfillment. High performance, Happy people
Simon Cohen, author of Fulfilled, is a visionary communicator and social entrepreneur whose work champions purpose-driven living. As founder of Henco Global, an international trade company, Simon has advised global leaders on aligning values with impact. His book invites readers to rethink success and embrace joy, connection, and authenticity—offering practical insights grounded in real-world experience and service.
Speakers: Oradores:
LUNCH
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Challenging tax residence - do you really want to move?
In this panel, we’ll look at the concept of "tax residence" both from the perspective of the country to which they are moving and that of the countries to which they are departing. This will include situations of families that “leave without leaving”, thereby generating significant negative tax contingencies.
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Sleeping with the enemy in the wrong jurisdiction
Many families in LatAm have been moving to the United States and different jurisdictions without taking advice as to potential matrimonial consequences. This panel will address such vital aspects as prenuptial agreements, jurisdictional issues, common assets and divorce.
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LatAm Families with U.S. Children: Cross-Border Estate Planning
Speakers: Oradores:
COFFEE BREAK
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Political Instability, Liberalism vs. Socialism, and Tax Impact in LATAM
This session will examine the impact of political instability, shifts between liberal and socialist governments, and the resulting changes in tax policies, wealth redistribution strategies, and estate planning within LatAm.
CLOSING REMARKS
GALA DINNER
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