International Private Client Conference Miami 2025

Mark your calendars for the third edition of our Miami Conference: Global Strategies for Multigenerational Businesses: Governance and Wealth Planning, designed to provide valuable insights and actionable strategies for high-net-worth individuals and their families. The program features expert-led sessions on critical topics, including:

HNWI Latam Tax Updates:
Change in Gov & Tax Reforms Stay ahead with critical insights on the evolving tax landscape in LATAM. This panel delves into the latest reforms and their implications for wealth planning across the region.

HNWI Global Tax Updates: Brazil – CFC Rules:
Trust vs. PPLIs Explore cutting-edge global tax strategies, with a focus on Brazil’s complex Controlled Foreign Corporation (CFC) rules and innovative planning alternatives like trusts and PPLIs.

Keynote Address: Insights on Wealth and Sustainability
Gain exclusive insights from a leading expert on trends shaping wealth management and sustainability. This session will provide forward-thinking strategies tailored to high-net-worth families navigating today’s global landscape.

Networking Lunch
Connect with industry leaders and peers over a gourmet lunch, offering ample opportunities to foster meaningful relationships.

Europe Tax Updates
Gain insights into recent European tax changes and their implications for high-net-worth individuals operating across borders.

NextGen Academy ‘Class of 25
Celebrate the achievements of the inaugural graduates of the IPCC NextGen program. Join us marking a significant milestone in their journey as future leaders in wealth planning and family governance.

Planning alternatives for Operating Business and for Private Clients
Learn from global experts as they present innovative solutions for business structuring and private client planning, including hybrid trusts and advanced insurance strategies.

Cocktail Party
Conclude the day with our exclusive networking event. Enjoy cocktails and conversations with peers and speakers.

Host or Publisher International Private Client Conference