Global Wealth and Tax Insights

Henley & Partners, together with Baker Tilly Mexico, invites you to a private, executive breakfast where experts will share key perspectives on global wealth planning, investment migration, and international tax strategies.

Overview:

Taking place in Mexico City, the Global Wealth and Tax Insights event will gather high-net-worth individuals, families, and their advisors alongside leading experts from Henley & Partners and Baker Tilly. This session will provide a platform to explore global wealth planning, cross-border investment migration, and international tax strategies, while fostering dialogue, sharing best practices, and creating opportunities for meaningful connections.

Speakers:

• Miguel del Olmo
  Consulting Leading Partner at Baker Tilly
• Humberto Rojas
  Consulting Partner at Baker Tilly
• Dominic Volek
  Group Head of Private Clients at Henley & Partners
• José Artigas
  Private Client Advisor Mexico at Henley & Partners

Agenda:

9:00 – 9:15 Welcome & Opening Remarks
Henley & Partners and Baker Tilly

9:15 – 9:40 Keynote Presentation: Global Wealth Planning and Investment Migration Trends
Dominic Volek and José Artigas

9:40 – 10:05 Tax & Advisory Insights: Navigating International Structures and Cross-Border Challenges
Miguel del Olmo & Humberto Rojas

10:05 – 10:25 Panel Discussion: Strategies for Growth, Protection, and Mobility
Moderated conversation by José Artigas with speakers from Henley & Partners and Baker Tilly

10:25 – 10:30 Closing Remarks and Networking

Date: Thursday, 11 September 2025

Location: Salón Tajín – Presidente Intercontinental, Mexico City (Campos Elíseos 218, Polanco, Col. Chapultepec Polanco, Miguel Hidalgo, 11560 Ciudad de México, CDMX)