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

Gema de La Calle, Mavens, Spain.
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

Alberto Bernal, Partner & Chief Global Strategist, Institutional Desk, XP Investments.

12:15 to 13:50

Gold Sponsor

Networking Lunch

13:55 to 14:40

Brazil’s Transparency Rules

Patricia Avallone, Citi, US.
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

Gustavo Galvez, PFS Realty, United States

17:05 to 17:30

Closing Remarks

Juan M. González, Converge Wealth Planning, Miami, U.S.
Ceci Hassan, Hassan International Law, Miami, U.S.
Amphora Life Insurance Company, Barbados.

17:35 to 19:30

Platinum Sponsor

Cocktail Party