Hosted by MGI - Management Global Information SA at the Biltmore Hotel in Coral Gables, Florida.
The highly successful Annual Latin America Family Business and Family Office Conference will this year cover many paramount issues to the effectiveness and efficiency in Latin American family business succession planning, ownership transition and financial management.
Amongst others, an update on family protocols best practices will be provided and discussed as well as the building blocks of family legal and fiscal structures given the international fiscal regime prevailing in Latin America currently. Structuring consideration to the provision of effective and efficient “wholistic” advisory services will be addressed as this is now a major need for globalizing families. Still on the planning side, the concept of private trust is making its way and the conference will address the how and why to the set-up of such structures?
Balancing risks in business centric families in a Latin American environment is complex and needs a careful approach to it and therefore, the conference will formulate the ways to implement such equilibrium.
On the family financial side, strategic asset allocation is key and very often over neglected: How to formulate it? With whom?
Investment strategies in a side ways environment will be discussed and validated as well as the effectiveness of socially responsible investments.
Capital protection is always one of the key family investment objectives and as alternatives are now penetrating mainstream in Latin America, there is a growing interest to learn their benefits and how to include them in the overall portfolio. Also, the role of real estate asset allocation will be substantially discussed.
Finally best practices in philanthropic management will be assessed from the perspective of its long term viability to achieve the donor’s goals.