Mark your calendars for the third edition of IPCC Miami Global 2025! Join us on April 24th, 2025, at the Loews Coral Gables Hotel in Florida for Global Strategies for Multigenerational Businesses: Governance and Wealth Planning. This premier event is designed to provide valuable insights and actionable strategies for high-net-worth individuals and their families.
The program features expert-led sessions on critical topics, including:
8:30 AM – 8:50 AM
Opening Remarks
Founder Chairs:
- Juan M. González – Converge Wealth Planning, Miami, U.S.
- Ceci Hassan – Hassan International Law, Miami, U.S.
2025 Co-Chairs:
- Gema de La Calle – Mavens, Spain
- Santiago Costa – Southeast Wealth Planning, Uruguay
Platinum Sponsor: Amphora Life Insurance Company, Barbados
8:50 AM – 9:50 AM
HNWI Latam Tax Updates: Change in Government & Tax Reforms – Argentina, Chile, Colombia, Ecuador, Peru, and Mexico
Stay ahead with critical insights on the evolving tax landscape in LATAM. This panel delves into the latest reforms and their implications for wealth planning across the region.
Moderator:
- Juan David Velasco – Baker & McKenzie, Colombia
Speakers:
- Agustín Lacoste – Estudio McEwan, Argentina
- Manuel Alcalde – Carey Abogados, Chile
- Juan Gabriel Reyes – Pérez, Bustamante & Ponce, Ecuador
- Alfredo Sánchez – Chevez Ruíz, Zamarripa, Mexico
- Erick Lind – DLA Piper, Peru
9:55 AM – 10:40 AM
Brazil Private Client Tax Updates
Brazil’s evolving tax landscape presents both challenges and opportunities for private clients. This panel will explore the latest developments in tax regulations, compliance requirements, and strategic planning for high-net-worth individuals. Our experts will provide insights into recent legislative changes, enforcement trends, and key considerations for wealth structuring in Brazil.
Moderator:
- Sebastián Cersósimo – Southeast Wealth Planning, Uruguay
Speakers:
- Flávia Gerola – Humberto Sanches e Associados, Brazil
- Carolina Cintra – JP Morgan, U.S.
- Alessandro Amadeu da Fonseca – Mattos Filho, Brazil
10:40 AM – 11:00 AM
Morning Coffee Break
Sponsor: Bridgeford Trust
- Mariano Marco – Global CEO LATAM, U.S.
11:10 AM – 12:10 PM
Keynote Address: Global Risk Management & Geopolitics
Gain exclusive insights from Axel Christensen, Strategy and Investments Director for Latin America at BlackRock, as he explores key risks and geopolitical trends shaping wealth management and investment strategies.
Speaker:
- Axel Christensen – Chief Investment Strategist, Latin America, BlackRock, U.S.
12:15 PM – 1:50 PM
Networking Lunch
Connect with industry leaders and peers over a gourmet lunch, offering ample opportunities to foster meaningful relationships.
2:00 PM – 2:20 PM
NextGen Academy ‘Class of 25’
Celebrate the achievements of the inaugural graduates of the IPCC NextGen program. Join us marking a significant milestone in their journey as future leaders.
Speakers:
- Gema de La Calle – Mavens, Spain
- Jaime E. Gómez – Posse, Herrera, Ruíz, Colombia
- Juan M. González – Converge Wealth Planning, Miami, U.S.
2:20 – 3:05 PM
Private Client World Tax Updates – Portugal, Spain, U.K., and U.S.
With tax regulations constantly evolving, staying ahead of international tax developments is essential for private clients and their advisors. Our expert speakers will examine how recent changes impact cross-border planning, compliance, and wealth structuring, sharing strategic approaches to managing international tax obligations while optimizing opportunities in an increasingly complex global environment.
Moderator:
- Ceci Hassan – Hassan International Law, Miami, U.S.
Speakers:
- Serena Cabrita Neto – Cuatrecasas, Portugal
- Karol Gallardo – Mavens, Spain
- Alasdair Wilson – Harbottle & Lewis, U.K.
3:05 – 3:55 PM
Planning Alternatives for Operating Businesses and Private Clients
Learn from global experts as they present innovative solutions for business structuring and private client planning, including trust vehicles, fund-based, and insurance-based solutions.
Moderator:
- Jaime E. Gómez – Posse, Herrera, Ruíz, Colombia
Speakers:
- Javier Ordóñez – Baker & McKenzie, Mexico
- Francisco Vélez – Amphora Life Insurance Company, Barbados
- Mariano Marco – Bridgeford Trust, U.S.
3:55 PM – 4:20 PM
Afternoon Coffee Break
4:20 PM – 4:30 PM
Raffles
Sponsors: Advantage Insurance and Southeast Wealth Planning
4:30 PM – 5:00 PM
Miami’s Luxury Real Estate: Trends & Investment Strategies for HNWIs
Miami continues to be a prime destination for high-net-worth individuals seeking luxury real estate opportunities. This session will explore the latest market trends, key investment strategies, and the factors driving demand in one of the world’s most dynamic property markets. Our expert speaker will provide insights into navigating the evolving landscape and maximizing investment potential in Miami’s high-end real estate sector.
Speaker:
TBC
5:00 PM – 5:15 PM
Closing Remarks
Speaker:
- Juan M. González – Converge Wealth Planning, Miami, U.S.
- Ceci Hassan – Hassan International Law, Miami, U.S.
5:30 PM – 7:30 PM
Cocktail Party
Conclude the day with our exclusive networking event. Enjoy cocktails and conversations with peers and speakers.
Platinum Sponsor: Amphora Life Insurance Company, Barbados
Get Your Ticket Now!
Meet 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
2025 Co-Chair
Partner at Southeast Wealth Planning and Investments
Gema de la Calle
2025 Co-Chair
Managing Partner at Mavens Abogados
Alessandro Fonseca
Mattos Filho, Brazil
Flávia Gerola
Humberto Sanches e Associados, 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
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