Schedule 2026

september 16, 2026 september 17, 2026

6:00pm - 8:00pm
Grand Hyatt Hotel

meet & greet welcome reception

7:45am - 8:30am

Registration/Coffee

9:00am - 9:50am

Living a Meaningful Life: Beyond Charity


Speakers: Oradores:

Oliver Ranft, CAF America (Spain)
9:55am - 10:40am

AI and Wealth Management Solutions in LatAm


Speakers: Oradores:

Stephanie Di Geronimo, Addepar (Brazil)
Juan Melano, Zite (Argentina)
Moderator: Moderador:
Nicolas Recondo, ITC Group (Argentina)
10:40am - 11:05am

COFFEE BREAK

11:05am - 12:05pm

Wealth Tax, the true effect


Speakers: Oradores:

Simon Gaviria, DNP (Colombia)
12:05pm - 12:20pm

Bahamas Ministry of Finance Presentation


Speakers: Oradores:

Hon. Jerome Fitzgerald, Senator, Bahamas Ministry of Economic Affairs (Bahamas)
12:20pm - 1:35pm

LUNCH

1:35pm - 2:20pm

Carrying family legacy forwards


Speakers: Oradores:

Horst Bente, ADLEGACY (Bahamas)
Moderator: Moderador:
Kathrin Mutinelli, SeventyTwo Global (Bahamas)
2:25pm - 3:05pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
2:25pm - 3:05pm

Impacts of the Brazilian tax reforms on international structures


Speakers: Oradores:

William Heuseler, ()
Daniel Lória, ()
Mariana Oiticica, ()
Moderator: Moderador:
Alessandro Amadeu da Fonseca, Mattos Filho, Veiga Filho, Marrey Jr e Quiroga Advogados (Brazil)

International holding structures for Latam family business - Regional strategies for global Families


Speakers: Oradores:

Alvaro Becerra, UMA Wealth (Switzerland)
Julien Tron, Meyerlustenberger Lachenal (Switzerland)
Moderator: Moderador:
Jeroen Janssen, Loyens Loeff (Netherlands)
3:05pm - 3:30pm

COFFEE BREAK

3:30pm - 4:10pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
3:30pm - 4:10pm

Who is the client of your client?


Speakers: Oradores:

Oliver Wack, Control Risks (Colombia)

Arbitration/mediation for family disputes


Speakers: Oradores:

Javier Robalino Orellana, Robalino Abogados (Ecuador)
Elena Sevila Sanchez, 5 Gambits Disputes (Switzerland)
Moderator: Moderador:
Javier Canosa, Canosa Abogados (Argentina)
4:15pm - 5:15pm

Redefining wealth: from accumulating money to emotions and experiences


Speakers: Oradores:

Daniela Binatti, Pismo (Brazil)
5:15pm - 5:45pm

CLOSING REMARKS

7:45am - 8:30am

Registration/Coffee

9:00am - 9:45am

Macro Tax policies in Latam - from the perspective of HNWI


Speakers: Oradores:

Lise-Lott Margareta Kan, Head of the Department of International Taxation, Internal Revenue Service (Chile)
Moderator: Moderador:
Arturo Garnham, Garnham Abogados (Chile)
9:45am - 10:30am

Is the dollar over?


Speakers: Oradores:

Alberto Bernal, XP Investments (USA)
10:30am - 10:50am

STEP UPDATE

10:50am - 11:15am

COFFEE BREAK

11:15am - 12:00pm

Immigration: Should I stay or should I go // Relocating: the experience of real life families


Speakers: Oradores:

Carolina Cintra, JP Morgan Private Bank (Brazil)
Michel Soler, Henley & Partners (Canada)
Moderator: Moderador:
Andrew Miller, Bedell Cristin (Cayman Islands)
12:00pm - 1:00pm

From prevention to prediction: financial crime, cyber-risk and AI


Speakers: Oradores:

Helena Lobo da Costa, University of São Paulo (Brazil)
Matías Mora Simoes, Deloitte (Panama)
Moderator: Moderador:
Dayra Berbey de Rojas, Axios Law (Panama)
1:00pm - 2:15pm

lunch

2:15pm - 3:00pm

Minimum global tax on individuals. Trend or isolated case?


Speakers: Oradores:

Hermano Notaroberto Barbosa, Barbosa Müssnich Aragão Advogados (Brazil)
Claudia Pimentel, Receita Federal (Brazil)
Daniel Prates, Receita Federal (Brazil)
Moderator: Moderador:
Andea Riccardi, Uruguayan Tax Administration (Uruguay)
3:00pm - 3:40pm
BREAKOUT SESSIONS - SELECT ONE
SESIONES SIMULTÁNEAS - ESCOJA UNA
3:00pm - 3:40pm

Good non-tax reasons for setting up a trust - Two years since the legal recognition in Brazil


Speakers: Oradores:

Humberto Sanches, Humberto Sanches e Associados (Brazil)
Moderator: Moderador:
Andrea Nogueira, Nogueira Pegas Advogados (Brazil)

Captive Insurance as a Wealth & Risk Planning Tool: What Estate and Trust Practitioners Need to Know


Speakers: Oradores:

Alejandro Gil, Sophós Advisors (Switzerland)
Geralda Kral, UMA Swiss AG (Switzerland)
Francisco Velez, Amphora Financial Group (Barbados)
Moderator: Moderador:
Alejandro Garcia, Patrimonium Consultores Integrados (Spain)
3:40pm - 4:05pm

COFFEE BREAK

4:05pm - 4:50pm

Inside the mind of a Latam HNWI: The pyschological approach

4:50pm - 5:00pm

CLOSING REMARKS

7:00pm - 12:00am
Jockey Club

Gala Dinner

2026 Sponsors