Name
Guardians or Strategists? Rethinking Tax Advice Amid Rising Enforcement
Date & Time
Thursday, November 13, 2025, 4:10 PM - 4:50 PM
Clare Maurice Marco Cerrato Sonia Velasco Humberto Sanches
Description

Tax authorities are becoming more aggressive, using technology and international cooperation to scrutinize wealthy families. This session explores the evolving role of the private client tax adviser — balancing strict compliance and reputational protection with strategic tax planning to preserve and grow family wealth in a high-risk environment.