Schedule 2025
september 3, 2025 september 4, 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
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.
Speakers: Oradores:
Bahamas Ministry Presentation
Lunch
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Impacts of US Current and Future Developments on LatAm Families
Speakers: Oradores:
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?
Speakers: Oradores:
Life Insurance Advance Planning: A Wealth Management Tool.
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?
Speakers: Oradores:
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
Speakers: Oradores:
Fulfillment. High performance, Happy people
Speakers: Oradores:
LUNCH
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Challenging tax residence - do you really want to move?
Speakers: Oradores:
Sleeping with the enemy in the wrong jurisdiction
Speakers: Oradores:
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
Speakers: Oradores:
CLOSING REMARKS
GALA DINNER
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