Schedule 2023
september 6, 2023 september 7, 2023
Exhibitor Set Up - Exhibitor Hall
Early Delegate Registration
Meet and Greet Reception
Registration/Coffee
Sponsored by:Patrocinado por:
Opening Remarks
Engaging the Next Generation
What are their wishes and ambitions? Why do seniors tend to ignore them? Are we, as family advisors, well equipped to deal with the next generation? This presentation will be based on a research paper on more than 50 of the next-generation of UHNW families.
Speakers: Oradores:
Advisors’ and Trustees’ Accountability in Estate Planning
Are advisors and trustees acting accountably when assisting clients with estate planning? What is and is not ethical and legitimate? The dos and don’ts of estate planning will be considered.
Speakers: Oradores:
COFFEE BREAK
Sponsored by:Patrocinado por:
Trusts and Other Fiduciary Structures Under The New Colombian Tax Reform
Colombia has recently enacted tax reforms, aimed at foreign trusts and other fiduciary structures. Join us as we examine this hot topic, for the industry and especially Colombians.
Speakers: Oradores:
The Will - Uses & Importance in Latam
A multinational panel will address the importance of the will as a part of an integral and efficient succession plan implementation, focussing on practical issues.
Speakers: Oradores:
Trusts in Latin America: A jurisdictional look
Our speakers, from Mexico, Brazil and Panama, will discuss the potential lack of legal framework; how trusts are treated and taxed; and any relevant, new, or pending, legislation.
Speakers: Oradores:
Trusts and Forced Heirship Rules
The panel will consider the implications of forming a trust focussing on the forced heirship rules of the settlor's country of residence.
Speakers: Oradores:
LUNCH
Sponsored by:Patrocinado por:
Art Planning Through Stages of Life
LatAm families are actively acquiring art, within the region and around the world. Art has become a significant asset for many of our clients. This panel will discuss the practicalities of building an art collection and planning aspects that need to be considered, tax consequences, logistics, insurance requirements, fiduciary duties, and other relevant topics
Speakers: Oradores:
Update of Beneficial Tax Residency Regimes
The political and social situation in much of Latam is becoming ever more fraught and mobility is increasing.
The speaker will delve into the dos and don’ts, anecdotes, unpleasant surprises and issues commonly overlooked by HNWI.
Speakers: Oradores:
COFFEE BREAK
Sponsored by:Patrocinado por:
The Corporate Transparency Act (USA) - What it means for you.
Our panel will present practical examples of the application of the new rules requiring disclosure of beneficiaries in the USA.
Speakers: Oradores:
Vulnerable Clients
All too often we are seeing cases of the vulnerability of clients being expoited. Aspects such as spotting the warning signs and taking the appropriate steps will be highlighted.
Speakers: Oradores:
CLOSING REMARKS
Sponsorship draw & 2024 location annoucement.
Registration/Coffee
Sponsored by:Patrocinado por:
Challenges of M&A Transactions in Family-Owned Business
This panel will provide practical insights on how family relations impact discussions and planning of M&A transactions.
Speakers: Oradores:
Latin America At The Crossroads
A big picture look at the challenges and opportunities of how politics, technology and communication are transforming the region.
Speakers: Oradores:
STEP Update
Speakers: Oradores:
COFFEE BREAK
Sponsored by:Patrocinado por:
Is conflict in a family business inevitable?
How to identify and mitigate conflicts between all of the stakeholders.
Speakers: Oradores:
Presentation by the Bahamas Minister
Speakers: Oradores:
Trends in substance and other such requirements in international tax planning
A big picture review of the current OECD, EU and international tax authority landscape.
Speakers: Oradores:
LUNCH
Sponsored by:Patrocinado por:
How will AI Revolutionize International Planning?
AI is impacting all areas of life. How should we best leverage it to assist in strategic decision-making and efficiencies?
Speakers: Oradores:
Political Instability in Latam
This leading commentator will provide key insights into political instability in Latam and its economic, social and related impacts.
Speakers: Oradores:
CLOSING REMARKS & Gala dinner
Gala Dinner is Hosted by the Presenting Sponsor: Bahamas Ministry of Economic Affairs
Surrounded by the forest and the mountains of eastern Bogota, the Metropolitan Club is an excellent location for rest and relaxation. The Club was created as a place where people could gather, enjoy nature, food, art and culture.
Location: Metropolitan Club, close to the financial heart of the Capital
Dress Code: Evening cocktail attire
Sponsored by:Patrocinado por:
