Evolution of LATAM Family Office Planning: Trends and Opportunities
PANEL PARTICIPANTS
KEY TAKEAWAYS
• Lowry Brescia , associate director at Stonehage Fleming, orchestrates strategic objectives for high- net-worth clients in Latin America and globally. • CEDEM founding president Carlos Dumois has been a director of dozens of family companies across Spain and Latin America. • Osvaldo Garcia is an executive director at J.P. Morgan Private Bank, providing wealth advisory services for the bank’s clients in Latin America. • Day Pitney partner Sarah Jacobson (moderator) represents high-net-worth individuals and families in international estate planning, tax, and trust matters.
• Sophisticated, cross-border planning is more critical than ever, as family members increasingly reside and operate all over the world. • In Latin America, geopolitical risk is a key consideration, as reflected in the notable uptick in outmigration of high-net-worth families, with many moving to Florida. • Some Latin American families are at the forefront of equipping next-generation family members with leadership skills and of adopting family protocols or constitutions to promote family cohesion.
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