Schedule 2026

Understanding the HNWI mindset on contributing to causes.

Wealth management in LATAM faces a structural challenge: families with assets distributed across multiple jurisdictions and institutions, while trust practitioners continue to operate with fragmented, manual processes that consume high-value professional time. This session aims to present transformation in action — not theory about the future, but real implementations already functioning today with advisors, family offices, and HNW clients across the region.

A few jurisdictions have implemented wealth taxes (e.g. Colombia, some provinces in Spain), aiming to redistribute income among the population. However, others opine that it has the opposite effect.

We will have two experts debating on the pros and cons of wealth tax, the real effects of implementing it, and how advisors should approach the issue.

An intimate conversation on what it means to inherit not just wealth, but values, responsibility, and identity. Through the lens of a third-generation family member, this interview explores stewardship, reinvention, and the challenges of honoring a powerful legacy while shaping one’s own path in a changing world.

This session will outline the principal tax policy considerations applied in Latin America regarding the taxation of High Net Worth Individuals (HNWI), examined from the perspectives of both the OECD and the United Nations.

What are the principal concerns, challenges, and expectations of High Net Worth Individuals (HNWI), both the patriarchs and their heirs? Why does a stereotype persist that portrays them as struggling with conventional social interaction, generosity, and empathy? This session will provide attendees with valuable insights into the mindset of HNWI and equip them with practical tools to facilitate more effective engagement with them.

Many of us have had clients move to other jurisdictions for tax and other such reasons. However, what are the realities of breaking ties with the home country and making a new life in another? The panel will consist of not just a specialist professional adviser but also [two clients] who have made the move with their families.

AI is reshaping financial crime and cyber-risk, raising the scale and speed of threats to fiduciaries, banks, and wealth structures. The session shows how to move from a reactive to a predictive approach, integrating governance, analytics and early detection to preserve trust and resilience.

About 2 years ago, President Lula took to the G20 the idea of creating a global minimum tax on individuals, influenced by the OECD IF Pillar 2, which assures a minimum income tax on corporate entities. Even though this idea did not advance in international level, Brazil took a step further and implemented a minimum income tax on individuals, combined with a withholding tax on dividends. 

The panel will discuss the influence of Pillar 2, viability of a global deal on minimum individual income tax, the format that Brazil adopted, whether, regardless of a global deal, other countries in LATAM may follow Brazil’s lead, and impacts to HNW families.

The U.S. dollar has long anchored the global monetary system, supported by deep capital markets and strong institutional trust. Yet its central role in trade invoicing, central bank reserves, and global finance is increasingly being questioned amid rising geopolitical tensions and mounting fiscal pressures in the US. This presentation will assess whether alternatives could realistically serve as substitutes—and whether they can match the dollar’s scale, liquidity, and credibility.