About us
Discover the premier event for private client professionals worldwide at the International Private Client Conference.
Join us for an immersive experience where industry leaders converge to explore the latest trends and insights shaping the landscape of global taxation, finance, and real estate. From deep dives into key regions like Argentina, Brazil, Chile, Colombia, Mexico, Ecuador, Panama, and the US to dynamic discussions on finance, geopolitics, and real estate market trends, this conference offers unparalleled opportunities for networking, learning, and professional growth.
HNWI Global Tax Updates: Tax Reforms
Moderator:
Jaime Gómez, Posse Herrera Ruíz, Colombia.
Speakers:
Agustin Lacoste, Estudio McEwan, Argentina.
Carolina Cañón, Cañón Thompson, Colombia.
Gustavo Ortega, Tax & Legal Advisors, Ecuador
HNWI Global Tax Updates: Double Tax Treaties and Reporting Obligations
Moderator:
Juan David Velasco, Baker & McKenzie, Colombia.
Speakers:
Federico Tabja, LegalKap, Chile.
Carolina Morón, Mavens, Spain.
Kaylee Funes, Hassan International Law, United States.
Lizette Téllez, Baker & McKenzie, Mexico.
Juan David Velasco, Backer & McKenzie, Colombia.
Mario Vlieg, Alcogal, Panama.
IPCC Next Generation
Gema de La Calle, Mavens, Spain.
Juan M. González, Converge Wealth Planning, Miami, U.S.
HNWI Global Updates: Geopolitics and Finance
Alberto Bernal, Partner & Chief Global Strategist, Institutional Desk, XP Investments.
Brazil’s Transparency Rules
Patricia Avallone, Citi, US.
Alessandro Amadeu da Fonseca, Mattos Filho, Brazil.
Family Office Trends
Moderator:
Santiago Costa, Southeast Wealth Planning, Uruguay
Speakers:
Paul Taylor, Taylor Estates Law, Canada
Francisco Vélez, Amphora Life Insurance Company, Barbados.
Jonathan Gamble, Guernsey Finance, Guernsey.
Erik Lind, DLA Piper, Peru.
Real Estate Market Trends
PFS Realty
Nestled in the heart of Coral Gables, this upscale hotel offers an elegant setting with world-class amenities and impeccable service. With its convenient location and sophisticated atmosphere, Loews Hotel Coral Gables provides the perfect backdrop for networking, learning, and collaboration among private client professionals from around the globe. Experience unparalleled comfort and hospitality as you engage in insightful discussions and forge valuable connections at this premier event.
Our Board of Directors
Juan Manuel Gonzalez
Chair – Founder
Founding Partner at Converge Wealth Planning
Ceci Hassan
Founder and Managing Partner at Hassan International Law
Santiago Costa
Partner at Southeast Wealth Planning and Investments
Gema de la Calle
Managing Partner at Mavens Abogados
Alessandro Fonseca
Mattos Filho, Brazil
Jaime Gomez
Partner at Posse Herrera Ruiz
Andrés Alessandri
Mena Alessandri Abogados
Enrique Travieso
Managing Director at Corpag
Agustín Lacoste
Estudio McEwan
Javier Ordoñez
Partner at Baker McKenzie Mexico
Rogerio Souza
Bradesco Bank
Chris Moorcroft
BOD Member
Harbottle & Lewis
Erik Lind
BOD Member
DLA Piper Peru
Tatiana Angel
Event Planner
CCC Event Planning
Sebastian Rodriguez
Marketing Director
IPCC Miami
2024 Miami Event
Our Sponsors
