Schedule 2026

september 16, 2026 september 17, 2026

7:45am - 8:30am

Registration/Coffee

9:00am - 9:50am

Living a Meaningful Life: Beyond Charity

9:55am - 10:40am

AI and Wealth Management Solutions in LatAm

10:40am - 11:05am

COFFEE BREAK

11:05am - 12:05pm

Wealth Tax, the true effect

12:05pm - 12:20pm

Bahamas Ministry of Finance Presentation

12:20pm - 1:35pm

LUNCH

1:35pm - 2:20pm

Carrying family legacy forwards

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

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

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?

Arbitration/mediation for family disputes

4:15pm - 5:15pm

Inside the mind of a Latam HNWI: The pyschological approach

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

9:45am - 10:30am

Is the dollar over?

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

12:00pm - 1:00pm

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

1:00pm - 2:15pm

lunch

2:15pm - 3:00pm

Minimum global tax on individuals. Trend or isolated case?

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

Captive insurance from the family office perspective

3:40pm - 4:05pm

COFFEE BREAK

4:05pm - 4:50pm

Redefining wealth: from accumulating money to emotions and experiences

4:50pm - 5:00pm

CLOSING REMARKS

7:00pm - 12:00am

Gala Dinner

2026 Sponsors