Planning Today, Protecting Tomorrow
Converge Wealth Planning delivers international advisory services built around the needs of globally connected families, with a clear focus on continuity, asset protection, and long-term decision-making.
Our approach is grounded in technical precision and a deep understanding of cross-border legal, tax, and regulatory frameworks, ensuring each structure is both compliant and strategically aligned.
We integrate legal, tax, and financial expertise within a coordinated platform, allowing all key variables to be addressed simultaneously under a unified strategy. From structuring and governance to intergenerational planning, our objective is to preserve wealth, maintain regulatory alignment, and support sustainable family continuity across generations.
CONTACT
CWP at Baker McKenzie Mexico
CWP participated at Baker McKenzie Mexico, engaging with leading professionals to discuss key developments in international wealth planning. The session focused on cross-border structuring, tax efficiency, and fostering strategic connections among top advisors.
IPCC Colombia: Our Second Flagship Event for Strategic Wealth Planning
IPCC Colombia, our second most important event of the year, brings together leading professionals to address key challenges in wealth planning for high-net-worth families. The program focuses on regulatory developments, international structuring, and high-level networking among top advisors.
IPCC Panel Featured at Zest Evolution Peru
IPCC was featured as a guest panel at Zest Evolution Peru, bringing together leading experts to discuss key strategies for the protection and growth of family wealth with tax efficiency. The session highlighted practical insights, international structuring, and cross-border expertise, reinforcing IPCC’s role in high-level industry dialogue.
IPCC Chile at Carey: Strategic Wealth Planning & Networking
IPCC Chile, hosted at Carey, brings together leading professionals to address key challenges in wealth planning for high-net-worth families. The event focuses on regulatory developments, international structuring, and strategic networking among top advisors.
CWP at Baker McKenzie Mexico
CWP participated at Baker McKenzie Mexico, engaging with leading professionals to discuss key developments in international wealth planning. The session focused on cross-border structuring, tax efficiency, and fostering strategic connections among top advisors.
IPCC Colombia: Our Second Flagship Event for Strategic Wealth Planning
IPCC Colombia, our second most important event of the year, brings together leading professionals to address key challenges in wealth planning for high-net-worth families. The program focuses on regulatory developments, international structuring, and high-level networking among top advisors.
IPCC Panel Featured at Zest Evolution Peru
IPCC was featured as a guest panel at Zest Evolution Peru, bringing together leading experts to discuss key strategies for the protection and growth of family wealth with tax efficiency. The session highlighted practical insights, international structuring, and cross-border expertise, reinforcing IPCC’s role in high-level industry dialogue.
IPCC Chile at Carey: Strategic Wealth Planning & Networking
IPCC Chile, hosted at Carey, brings together leading professionals to address key challenges in wealth planning for high-net-worth families. The event focuses on regulatory developments, international structuring, and strategic networking among top advisors.
IPCC at SA Law Brazil
IPCC São Paulo, in collaboration with SA Law, gathers leading professionals to address key challenges in wealth planning for high-net-worth families. The event covers Brazilian tax updates, international structuring, and promotes strategic networking.
IPCC Miami 2026: Where Strategy, Governance, and Global Networking Converge
The third edition of IPCC Miami Global Conference brought together leading professionals to address multigenerational business strategies, tax developments, and global risk. A key platform for high-level networking and practical insights in wealth planning and governance.
Global Expertise, Local Insight
Jurisdictions Represented by Our Board
Our Board brings together a globally integrated team with extensive experience across key jurisdictions, combining legal, tax, and financial expertise to address the complexities of international wealth planning. This coordinated perspective allows us to operate with precision and deliver informed strategies across:
Argentina – Brazil – Chile – Colombia – Spain – Mexico – Peru – Uruguay – United States – United Kingdom
With a truly international perspective, we combine strategic vision and adaptability to address the distinctive needs and opportunities within each of these regions.
A Dynamic Partnership of Expertise and Innovation
CWP and International Private Client Conference
Converge Wealth Planning and the International Private Client Conference (IPCC) form a unique alliance at the forefront of global wealth management and private client advisement. Together, we have hosted pivotal events in Brazil, Colombia, and Miami, convening top industry leaders to delve into emerging trends in global taxation, finance, and real estate. As we gear up for our third annual Miami conference, our organizations continue to drive innovation and elevate professional standards in the private client sector.
Empowering Tomorrow’s Leaders Today
Shaping Future Leaders with the Next Generation Program
At Converge Wealth Planning and the International Private Client Conference (IPCC), we have joined forces to launch the Next Generation Program, a robust initiative designed to empower the future leaders in family business, law, and taxation. Through this program, we offer participants an in-depth understanding of international legal and tax frameworks across key jurisdictions, including the US, Spain, UK, Brazil, Colombia, and Chile.
With a 12-month journey blending theoretical modules, practical case studies, and an exchange program, we prepare emerging professionals to confidently navigate the complexities of global family business dynamics.
Key Highlights:
- Comprehensive education in family business leadership.
- Hands-on experience tackling real-world legal and tax challenges.
- International internships with top-tier firms.
- Certification from the International Private Client Conference.
the Experts Behind Converge
Our Team
Our team brings together a diverse group of professionals with extensive expertise in wealth planning, taxation, and family business strategy. Each member plays a vital role in delivering tailored solutions to our clients, combining global insight with a commitment to excellence. Explore the individuals driving our success and shaping the future of the private client sector.
Juan Manuel Gonzalez
Claudia Casilimas
Sebastian Rodriguez
Tatiana Angel
Event Coordinator Lead
Ceci Hassan
Of Counsel
Abraham Smith
Connect with Us
Contact
We’re here to support your wealth planning journey. Whether you have questions, need tailored advice, or want to learn more about our services, our team is ready to assist. Reach out to us through the form below or contact us directly.
For a personal approach, feel free to contact our Managing Partner, Juan Manuel Gonzalez, at juan.gonzalez@convergewp.com. Let’s start building strategies for your future.