9th Annual U.S. - Latin America Tax Planning Strategies

The Workshop will focus on tax issues relating to wealth management and asset protection planning arising at the time of transfer of assets from Latin America into North America and Europe, from initial structuring through the holding period to consideration of exit strategies. The transfer of wealth and assets located both within and outside an individual’s or entity’s country of residence will be addressed, as well as use of such intermediary vehicles as corporations, partnerships, and trusts in a variety of jurisdictions.

Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi


OTHER PAST CONFERENCES

FATV Week 2023

November 7-11, 2023 | USA

The lines that separate everything are rapidly coming together. Here's how you can make sure they don't unravel your bank or business. 5 consecutive mornings of all digital programming on the future of LATAM banking delivered to your desktop.

Private Banking & Wealth Management Switzerland Conference And Awards 2023

December 14, 2023 | Switzerland

We are delighted to announce that the Private Banking & Wealth Management Switzerland 2023 Conference & Awards will return to Zurich once again, offering a premium in-person event experience. The event will feature a daytime conference, which will be followed by a black-tie gala awards dinner celebrating outstanding achievement in the sector.

Financial Cloud Summit

March 7, 2024 | UK

Cloud is no longer a nice-to-have. Cloud is a must-have technology that is at the crux of operations across the financial services industry. Over the last few years, banks, fintech firms and technology providers have established a holistic strategy, migrated to cloud, and optimised their omnichannel services. The foundation is now in place. Gone are the days of resistance and hesitance to cloud: in order to succeed, every company handling core business-critical workloads across payments, clearing and settlement must utilise cloud today. Today, organisations must place impetus on strategising with their multiple cloud providers, system integrators and technology providers to offer the best experience to their customers; migrating infrastructures to platforms where financial firms can align on speed, agility, and innovation; and optimising cloud platforms to empower brands to create intelligent, revenue-generating products. The Financial Cloud Summit will help decision makers across the banking, payments and fintech sectors to bridge the cloud strategy, migration and optimisation gap, offering actionable solutions to speed up their journey.

Open Source in Finance Forum 2023

November 1, 2023 | USA

Open Source in Finance Forum is the only conference dedicated to driving collaboration and innovation in financial services through open source software and standards. We bring together experts across financial services, technology, and open source to engage our community in stimulating and thought-provoking conversations about how to best (and safely) leverage open source software to solve industry challenges.

Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

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