TOPIC

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1. Cross-Border Tax Planning and Wealth Structuring Between the U.S., Mexico, and LATAM

Focus: Designing tax-efficient ownership and transfer strategies across multiple jurisdictions.
Topic Details: residency considerations, treaty implications, holding structures, inheritance tax exposure, exit tax planning, and compliance for families with assets in multiple countries.
Audience Value: reduces tax burden, avoids unexpected liabilities, and protects wealth during cross-border transitions.

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2. Asset Protection, Trusts, and Legal Vehicles for Multigenerational Security

Focus: Safeguarding assets against litigation, political instability, and family fragmentation.
Topic Details: trusts, foundations, LLCs, privacy structures, generational transfer mechanisms, and shield strategies for operating businesses and lifestyle assets.
Audience Value: ensures continuity, privacy, and durable protection against personal, corporate, or geopolitical risk.

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3. Governance Frameworks for Families with Members Living in Different Countries

Focus: Harmonizing decision-making across dispersed and culturally diverse family branches.
Topic Details: family councils, voting protocols, communication charters, remote governance tools, shared purpose statements, and generational alignment practices.
Audience Value: strengthens unity, prevents conflict, and maintains cohesion despite physical, legal, and cultural distance.

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4. Compliance, Regulation, and Transparency in a Heightened Global Reporting Environment

Focus: Staying ahead of evolving disclosure requirements affecting UHNW families.
Topic Details: CRS/FATCA implications, banking transparency, reporting thresholds, anti-money-laundering expectations, documentation standards, and reputational risk controls.
Audience Value: reduces exposure to penalties, protects access to financial systems, and preserves reputational integrity.

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5. Succession, Residency, and Citizenship Considerations for Mobile Wealth Holders

Focus: Aligning family mobility with long-term tax, lifestyle, and inheritance strategies.
Topic Details: golden visas, relocation planning, cross-border marriage issues, pre-immigration tax planning, education-driven residency moves, and domicile complications.
Audience Value: maximizes flexibility, prevents costly unintended consequences, and supports global lifestyle choices without compromising wealth preservation.