HYBRID
ZURICH
WEDNESDAY, 04 DECEMBER 2024 | 17:30 - 20:00

Wealth Planning Issues for Mexican Clients in a Changing World Scenario

COMBINED EVENT STEP VADUZ & ZURICH CENTRE

SPEAKER

Abel Francisco Mejía Cosenza, Partner, Sanchez Devanny, Mexico
www.sanchezdevanny.com


TOPIC
WEALTH PLANNING ISSUES FOR MEXICAN CLIENTS IN A CHANGING WORLD SCENARIO

General Wealth Planning Perspectives under new government in Mexico

  • Consequences of Judicial Reform
  • Potential inheritance and wealth taxes
  • Continued auditing of UHNWI

General Wealth Planning Perspectives under new government in the U.S.

  • USD-Peso foreign currency exchange fluctuations
  • Revision of USMCA
  • US Tax Reform Aspects affecting Mexican UHNWI

Different Levels of Protection for Mexican UHNWI

  • Personal Protection
  • Financial Assets Protection
  • Operational Assets Protection

SPEAKER CV
ABEL FRANCISCO MEJÍA COSENZA specializes in international tax planning, both for companies and individuals. Consulting for individuals includes advice for high net worth and ultra-high networth families regarding issues such as pre-migration tax planning to other countries, design of international patrimonial structures that incorporate corporate-family governance protocols and orderly inheritance transmission, as well as as planning regarding inheritance taxes in different jurisdictions.

The advice for international corporate groups includes support in the establishment and maintenance of their Mexican operations, as well as in processes of acquisition and sale of business units in Mexico. Similarly, Abel advises Mexican business groups with investments and cross-border operations, including the establishment of real estate investment funds, private equity, and the establishment of operating subsidiaries abroad. Abel has more than 20 years of experience in legal practice. He is licensed to practice in Mexico and the United States (California), where he practiced for more than eight years in one of the most prestigious law firms in California.

STEP Office Zug

Corinne Graf
Administration/Events

Date
WEDNESDAY, 04 DECEMBER 2024 | 17:30 - 20:00

Venue
HOTEL GLOCKENHOF ZÜRICH
Sihlstrasse 31
8022 Zürich
Switzerland
link to venue

Registration by
TUESDAY, 03 DECEMBER 2024

CPD
1 hour towards CPD obligation

Fee


Timetable
17.15 - 17.30 / Registration
17.30 - 18.30 / Talk & Questions
18.30 - 19.30 / Apéro & Networking

Timetable on-line
17.27 - 17.30 / Registration
17.30 - 18.30 / Talk & Questions
Link will be provided in advance

Annulation
Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

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