Breakout A: Private equity and the fiduciary industry 
How longer lives are reshaping estate planning, trusts, succession and generational wealth transfer. As life expectancy increases, particularly among wealthy families, traditional estate plans face new pressures. Trusts may need to operate for decades longer than intended, wealth transfers can create unexpected dependency risks, and long-term capacity planning becomes increasingly important. This session explores how advisers can adapt strategies designed around death to meet the realities of longevity. 

Breakout B: Intergenerational change and wealth transfer 
Regional political and economic developments, relocation trends and lessons from families accustomed to navigating instability. 

• Brazil, Mexico, Argentina, Chile and Colombia: what changed in the last 24 months that actually affects planning
• Brazil’s Law 14,754/2023 as a case study in unilateral domestic change reaching existing offshore structures and trusts
• Uruguay, Paraguay, Panama, the US, Portugal, Spain and Italy as receiving jurisdictions: tax holidays, substance, and the second move
• Splitting a family across three jurisdictions: tax residence, forced heirship exposure, governance and who signs what

Breakout C: Modern Families, Parentage and Succession 
How evolving family structures are reshaping succession and trust planning across jurisdictions. As concepts of parentage, gender, surrogacy and family continue to develop, traditional definitions of heirs and beneficiaries are increasingly being tested. This session explores the legal and practical challenges these changes create for estate planning, trust structures and cross-border succession.