2024 Program
08:30 to08:50
Platinum Sponsor
Opening
Founder Chairs:
Juan M. González, Converge Wealth Planning, Miami, U.S.
Ceci Hassan, Hassan International Law, Miami, U.S.
2024 Co-Chairs:
Gema de La Calle, Mavens, Spain.
Santiago Costa, Southeast Wealth Planning, Uruguay.
08:50 to 09:35
HNWI Global Tax Updates:
Tax Reforms
Moderator:
Jaime Gómez, Posse Herrera Ruíz, Colombia.
Speakers:
Agustín Lacoste, Estudio McEwan, Argentina.
Carolina Cañón, Cañón Thompson, Colombia.
Gustavo Ortega, TLA Tax & Legal Advisors, Ecuador.
09:40 to 10:20
HNWI Global Tax Updates:
Double Tax Treaties and Reporting Obligations Update
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.
Mario Vileg, Alcogal, Panama.
10:25 to 10:35
IPCC Next Generation
Juan M. González, Converge Wealth Planning, United States.
10:40 to 11:00
Sponsor
AM Coffee Break
11:05 to 12:10
HNWI Global Tax Updates:
Geopolitics and Finance
12:15 to 13:50
Gold Sponsor
Networking Lunch
13:55 to 14:40
Brazil’s Transparency Rules
Alessandro Amadeu da Fonseca, Mattos Filho, Brazil.
14:45 to 15:35
Family Office Trends
Moderator:
Santiago Costa, Southeast Wealth Planning, Uruguay
Speakers:
Francisco Vélez, Amphora Life Insurance Company, Barbados.
Jonathan Gamble, Guernsey Finance, Guernsey.
Erik Lind, DLA Piper, Peru.
15:40 to 16:15
PM Coffee Break
16:20 to 16:30
Sponsors
Raffles
16:35 to 17:00
Real Estate Market Trends
17:05 to 17:30
Closing Remarks
Ceci Hassan, Hassan International Law, Miami, U.S.
Amphora Life Insurance Company, Barbados.
17:35 to 19:30
Platinum Sponsor