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4 & 5 November 2019
Fontainebleau Miami Beach,
Miami, USA

Advising Latin American Families in a Transparent World

Back and ready for its 2nd year, we bring you our exciting two day conference which differentiates itself from others in the market by having a strong international speaker presence from the: US, UK, Latin American countries, Caribbean and Europe

This event for private client advisors, aims to equip you with practical solutions when planning for Latin American family wealth preservation & succession.

Exciting, New and Different for a Latin American focused conference in Miami

Impartial speaker faculty

We are emphasising an international element and are encouraging speakers who are not based in Miami or Latin America to partake in the event. Speakers have been selected purely on their credibility, knowledge and expertise. It will offer delegates unparalleled analysis of the latest thinking and developments in the industry.

By the industry for the industry

The speakers and agenda have been identified and selected by an independent advisory board with the sole aim of providing the industry with a cost effective, impartial and content focused event. This conference is predicated on the quality of the coverage on offer.

Value for money

At a price unparalleled in the industry this is a must attend event. Take advantage of any of the networking events associated with the conference at no additional cost. Mix and mingle in a relaxed environment with your peers, colleagues and potential clients.

Our Co-Chairs Are Back for the 2019 Event...

Back this year we have our dynamic co-chairs:

  • Robert Reymond (Partner, Stikeman Elliot)
  • Pedro Ramírez Mota-Velasco (Partner, Turanzas, Bravo & Ambrosi)

Advising Latin American Families in a Transparent World Highlights:

What's New?

Latin American HNWIs have become more mobile and global, and their business and personal interests span multiple jurisdictions. Financial and estate planning is no longer viewed as simply desirable, but essential.

This year we bring you back our exciting two day 'Advising Latin American Families in a Transparent World' conference in Miami on the 4th & 5th November 2019.

With international speakers from the US, UK, the Latin American countries and many more jurisdictions, this is your one stop shop for wealth management advice with expert speakers from these backgrounds:

  • Legal
  • Accounting
  • Trustee
  • Private banking
  • Regulatory
  • Family Offices

What Was Covered in 2018?

Focused on LatAm Private Client advisors, this event brought together advisors from across the region to discuss all key aspects involved in advising LatAm Clients.

Practical & Informative Sessions Analysing:

  • The OECD on CRS Anti-Avoidance
  • EU/UK Pressure on IFCs
  • Cybersecurity Threats
  • International Tax Planning for Latin American HNWIs: The Structures
  • Succession Facilitation and Family Governance
  • I am a Latin American: Where Should I Move To? (Caribbean, Canada, Asia)
  • How are Tax Authorities using FATCA/CRS Information?
  • Argentina, Mexico & Brazil: The ‘Hot’ Jurisdictions
  • Moving to the EU
Networking Events in 2018 Included:

We understand that networking is a key factor in any conference. 

Our conference provided numerous opportunities to meet fellow advisors and enjoy:

  • World Cup Themed Drinks Reception
  • Morning & Afternoon Coffee Breaks
  • Lunch
  • Exhibition Space

Delegates were also presented with the opportunity to stay in the same hotel as speakers and delegates at a discounted rated.

Thought Leader

Event Partners


Fontainebleau Miami Beach

The conference this year will once again be taking place at the Fountainebleau Hotel in Miami, on November 4 & 5, 2019.