The fourth edition of IPCC Miami Global 2026 took place on 24 April 2026 at the Loews Coral Gables Hotel in Miami, Florida, bringing together leading advisors, decision-makers, and industry experts to discuss the evolving challenges shaping international wealth planning.
Under the theme “Global Strategies for Multigenerational Businesses: Governance and Wealth Planning,” the conference featured expert-led sessions covering a wide range of critical topics, including:
8:30 AM – 8:50 AM
Opening Remarks
Chairs
- Juan M. González, Converge Wealth Planning, Miami, United States
- Ceci Hassan, Hassan International Law, Miami, United States
- Gema de la Calle, Mavens, Spain
- Santiago Costa, Southeast, Uruguay
Platinum Sponsor: Francisco Vélez, SVP, Amphora Financial Group, Barbados
8:50 AM – 10:10 AM
HNWI LatAm Tax Updates
Moderator
- Francisco Vélez, SVP, Amphora Financial Group, Barbados
Speakers
- AgustÃn Lacoste, Estudio McEwan, Argentina
- Jorge Arancibia, Hipa, Chile
- Jaime Gómez, Posse Herrera Ruiz, Colombia
- Daniel Dziouba, Pérez Bustamante & Ponce, Ecuador
- Axel Mendivil, TCL Advisory, Mexico
- Roberto Cores, Ernst & Young, Peru
- Oscar Morean, Morex Law, Venezuela
10:10 AM – 11:00 AM
Brazil Transparency Rules 3.0
Moderator
- Ana Dutra, Chief Compliance Officer, ASA, United States
Speakers
- Flávia Gerola, Humberto Sanches e Associados, Brazil
- Fernando Retzler Martins, SA Law, Brazil
- Gabriel Campoy, XP, Brazil
- Marina Gonçalves, Opus Familia & Legado, Brazil
11:00 AM – 11:25 AM
Coffee Break
Sponsor: Bridgeford Trust
11:30 AM – 12:15 PM
HNWI World Tax Updates
Moderator
- Megan Worrell, Senior Managing Director, JP Morgan, United States
Speakers
- Gema de la Calle, Mavens, Spain
- Raul-Angelo Papotti, Chiomenti, Italy
- Alasdair Wilson, Harbottle & Lewis, U.K.
- Hayel Hourani, Hourani, UAE
12:20 PM – 1:00 PM
Geopolitics & Finance
Speaker
- Felipe Jaramillo, BlackRock, United States
BlackRock, U.S.
1:10 PM – 2:40 PM
Networking Lunch
Sponsor: Axcelus Financial
2:40 PM – 3:00 PM
NextGen Academy – Class of ’26
Presenters
- Juan M. González, Converge Wealth Planning, Miami, United States
- Gema de la Calle, Mavens, Spain
- Alasdair Wilson, Harbottle & Lewis, U.K.
- Fernando Martins, SA Law, Brazil
3:00 PM – 3:40 PM
Planning Tools for HNWI
Moderator
- Santiago Costa, Southeast, Uruguay
Speakers
- Hugo Cordova, Advantage Insurance, Puerto Rico
- John T. Fischer, Axcelus Financial, United States
- Bruna Canto, FirstPathway Partners, United States
- Alessandro Amadeu da Fonseca, Mattos Filho, Brazil
- Javier Ordóñez, Baker & McKenzie, Mexico
- Erik Lind, DLA Piper, Peru
3:45 PM – 4:10 PM
Coffee Break
Sponsor: Teton Trust
4:10 PM – 4:20 PM
Raffles
Sponsors: International Finance Bank and Peachtree Group
4:20 PM – 5:10 PM
Family Office Incubator
Moderators
- Juan M. González, Converge Wealth Planning, Miami, United States
Cases
- Santiago Gamez, United States & Colombia
- Ivan F. Ontaneda, Ecuador
- Teresa Martin, Mavens, Spain
- Aleksandra Bukacheva, Amphora Investment Management Inc., Barbados