by Sebastian | Mar 21, 2024 | 2026 Moderators, Co-Chairs
Santiago is Director at Southeast Wealth Planning and leads the firm’s private client practice. With over 10 years of experience advising high-net-worth families in Latin America, including international succession planning, asset protection, and efficiency in...
by Sebastian | Feb 28, 2026 | 2026 Moderators
Ana is an accomplished Chief Compliance Officer and seasoned Legal Advisor with extensive experience in regulatory governance, compliance, and corporate law across multinational organizations. Over her career she has navigated complex regulatory landscapes, ensuring...
by Sebastian | Mar 20, 2024 | 2026 Moderators, Chairs
Juan Manuel Gonzalez is the Founding Partner and President at Converge Wealth Planning Inc. He possesses extensive expertise in law and tax issues, specializing in implementing wealth planning strategies for high-net-worth and ultra-high-net-worth clients. With an LLM...
by Sebastian | Mar 21, 2024 | 2026 Moderators
Francisco is Vice President at Amphora Life, responsible for leading its development and expansion across different markets by establishing new relationships and maintaining existing ones with brokers, distributors, wealth planners, asset managers, banks, family...
by Sebastian | Feb 28, 2026 | 2026 Moderators
