Name
Guardians or Strategists? Rethinking Tax Advice Amid Rising Enforcement
Date & Time
Thursday, November 13, 2025, 4:10 PM - 4:50 PM
Speakers
Clare Maurice - Maurice Turnor Gardner
Marco Cerrato - Maisto e Associati
Sonia Velasco - Cuatrecasas
Humberto Sanches - Humberto Sanches e Associados
Marco Cerrato - Maisto e Associati
Sonia Velasco - Cuatrecasas
Humberto Sanches - Humberto Sanches e Associados
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.