Join us for our Annual Tax, Trust, and Family Office Conference, which will be held as a 3-day virtual event on September 28-30, 2021. Our global tax and wealth management practitioners will cover varying topics on the latest developments in planning for global families, family offices, closely held businesses and international investors.

Breakout sessions in the morning and afternoon will allow participants to personalize their agenda, and will include a variety of topics.

Registration is required and CLE and CPE credit will be available for attendees. For more information, please contact Tessa Cavanaugh.

Conference Agenda

Each day consists of four 1-hour sessions discussing the latest developments in planning for global families, family offices, closely held businesses, and international investors.

Read through the complete list of sessions and register for each session you would like to attend.

All times listed are Eastern Standard Time.

Tuesday, September 28

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Proposed US Tax Reform: What Families Need to Know
10:00 am - 11:00 am ET
The Biden administration has issued far reaching proposals that increases Federal income and corporate taxes, while significantly altering the current taxation of gift and estate tax planning. If enacted this would change new and existing trust structures. The panel will discuss the steps clients should be considering in preparation for such potentially far reaching changes.
Breakout Sessions
11:15 am - 12:15 pm ET

Breakout Session A: Tax and Wealth Planning for SPACs
The pandemic brought with it a tidal wave of SPAC deals. SPAC shares are a highly attractive asset for tax planning. This panel will cover income and transfer tax strategies for SPAC sponsors, investors, and other stakeholders.

Breakout Session B: Setting Up Not for Profit Structures in the Americas
Individual, corporate and cross border organizations are considering how to establish suitable philanthropic and not for profit structures, which will operate from the Americas. The panel will consider possible jurisdictions and structures that may be used to meets client's objectives.

Latin American Families on the Move: Issues to Address when Moving to a New Country
12:30 pm - 1:30 pm ET
Disruption from COVID-19, political change and social unrest is causing families to leave their countries of residence and search for new homes in Europe, North America, the Caribbean and within Latin America. The panel will consider the multitude of legal, tax and financial issues that need to be considered when leaving one's home country and adopting a new home.

Wednesday, September 29

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The Future of the Family Office: Growth, Governance and Regulation
10:00 am - 11:00 am ET
Family offices are rapidly appearing and rapidly evolving. There is no standard. As the adage goes "to know one family office is to know one family office". The panel will discuss possible family office structures, governance and potential tax and securities regulation that may impact how they operate as family offices attract regulatory scrutiny.
Breakout Sessions
11:15 am - 12:15 pm ET

Breakout Session A: Turmoil in Argentina, Peru, and Colombia: How are We Advising Our Clients?
Latin American is going through significant economic, political and social change. The panel will consider how we are advising our clients from 3 jurisdictions where these changes are most pronounced.

Breakout Session B: Brazilian Tax Reform: Is the Party Over?
Brazilians individuals have enjoyed taking advantage of tax free investment through the use of funds and offshore entities. Proposed reform threatens to bring an end to tax free investing as we have known it. The panel will discuss the proposed reform, the likelihood of its passing and what clients should consider in preparing themselves for change.

Building a Lasting Legacy and Avoiding the Pitfalls of Family Business Succession
12:30 pm - 1:30 pm ET
Family disputes are on the rise. Carefully established structures are coming under attack. The panel will provide insight from cases they have handled and will consider how the pitfalls of poor planning might be avoided.

Friday, September 30

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US Tax Planning for Foreign Non-Grantor Trusts
10:00 am - 11:00 am ET
Having US beneficiaries of foreign irrevocable trusts and foundations can create significant and complex US tax results. The panel will walk through some tried and tested methods to mitigate US taxation when the grantor passes, as well as discussing certain highly successful (but less frequently used) planning techniques.
Breakout Sessions
11:15 am - 12:15 pm ET

Breakout Session A: Advising Mexican Families in light of Enhanced Enforcement
Mexico's reporting rules are coming to their first anniversary. The panel will consider how they have been working in practice and the extent to which Hacienda armed with new information from cross border reporting is using its new powers.

Breakout Session B: Insurance Planning: Has Insurance Come of Age?
As anti-avoidance legislation has proliferated in numerous jurisdictions and many jurisdictions not recognizing trusts, clients are increasingly looking to insurance products to achieve tax and planning results. The panel will discuss planning opportunities that can be achieved via the use of insurance.

Life after the Pandemic: What does the Future for the Wealth Management Industry Look Like?
12:30 pm - 1:30 pm ET
Working from home, the incredible expansion of new communication techniques, travel restrictions and the advertised demise of the big city has revolutionized how we live and work. A panel of leading industry leaders will discuss what this means for the future of the wealth industry.