Mark your calendars for the fourth edition of IPCC Miami Global 2026! Join us on April 24th, 2026, at the Loews Coral Gables Hotel in Florida for Global Strategies for Multigenerational Businesses: Governance and Wealth Planning. This flagship conference brings together leading advisors, decision-makers, and industry experts to address the evolving challenges shaping international wealth planning.
The program features expert-led sessions on 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