TOPIC

​

1. Global Tax Compliance Landscape: New Rules, New Responsibilities

Analyzes how international regulatory changes — such as transparency standards, automatic exchange of information, BEPS, CRS, and FATCA — impact the tax planning of business families.

Explains the evolution of the concept of proactive tax compliance, moving beyond mere legal obligation. Seeks to define how to effectively adapt to the new era of global tax oversight.

​

2. Tax Efficiency Strategies: Between Optimization and Ethical Compliance

Addresses legitimate tax optimization strategies within family and corporate structures, while respecting legal frameworks and institutional reputation.Explores how to find the right balance between efficiency and compliance, especially amid growing social and regulatory pressure.

Highlights the role of the tax advisor as a manager of reputational and legal risk.

​

3. International Structuring and Repatriation of Capital

Examines how to design tax-efficient international structures (trusts, holdings, offshore entities) in an environment of full transparency. Analyzes the challenges of capital repatriation, its tax implications, and mechanisms for regularization. Aims to identify best practices for global wealth management aligned with international standards.

​

4. Tax Governance within the Family Office: Control, Transparency, and Decision-Making

Explores how to implement tax governance models within the Family Office — including internal policies, tax audits, and accountability frameworks. Analyzes the importance of intergenerational and corporate transparency.Presents tools and processes that foster efficient and sustainable tax management.

​

5. Future Trends: Technology, Data, and the Automation of Tax Compliance

Examines how digitalization and data analytics are transforming taxation through artificial intelligence, automated reporting, and blockchain-based systems. Discusses how these technologies can reduce risk and enhance compliance efficiency.Projects the future of “smart tax compliance” in both family and corporate contexts.