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.

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