STEP LATAM Conference 2025

Henley & Partners is delighted to participate in the STEP LATAM Conference 2025.

Overview:

This conference brings together renowned lawyers, accounting professionals, bankers, and trust estate and investment advisors, related to the planning, structuring and management of wealth in Latin America.

The Following Topics Will Be Discussed:

• Predictions for the World of Private Wealth
• Legacy With Purpose: What Structures Don’t Explain
• Strategies to Protect Against Governmental Seizure
• Impacts of US Current and Future Developments on LATAM Families
• Deep Dive Audits. Where In the World Are the Ultimate Beneficiaries?
• Life Insurance Advance Planning: A Wealth Management Tool
• Art and Collectibles As Part of Family Planning In LATAM
• Reputation: Why Should You and Your Clients Care?
• Tax Disputes That Impact Wealthy Families
• Public Registers of Beneficial Ownership
• Challenging Tax Residence - Do You Really Want to Move?
• LATAM Families with US Children: Cross-Border Estate Planning
• Political Instability, Liberalism vs. Socialism, and Tax Impact in LATAM

Come And Meet Our Team:

• Michel Soler
  Managing Director LATAM, Henley & Partners
• José Artigas
  Private Client Advisor Mexico, Henley & Partners

Get more information on the STEP LATAM Conference 2025 here.