Planning Today, Protecting Tomorrow
Converge Wealth Planning delivers comprehensive expertise in crafting international strategies tailored to the unique needs of global citizens and their families.
Our focus is on safeguarding your wealth through thoughtful planning that adapts to evolving tax landscapes, regulatory shifts, and the complexities of family succession. Whether you’re building wealth or stewarding a family legacy, our team provides invaluable guidance on transferring and preserving wealth for generations to come.
CONTACT
Second Edition of the International Private Client Conference Colombia
The second International Private Client Conference Colombia united leaders in wealth management. Thank you to our speakers and attendees!
ICDT Miami 2024: Colombian Tax Reform Event
A spotlight on the 2024 Colombian Tax Reform. We extend our heartfelt thanks to the esteemed speakers and attendees who made this event a success.
CWP at Universidad de Los Andes: Wealth Management Insights
Juan Manuel González, our Directing Partner, delivered an impactful keynote at Universidad de Los Andes, addressing key strategies in wealth management.
CWP at IPCC Brazil 2024: A Wealth Management Milestone
Thank you to the speakers and participants who contributed to the success of the IPCC Wealth Management event in Brazil. Together, we advanced discussions shaping the future of the industry.
Second Edition of the International Private Client Conference Colombia
The second International Private Client Conference Colombia united leaders in wealth management. Thank you to our speakers and attendees!
ICDT Miami 2024: Colombian Tax Reform Event
A spotlight on the 2024 Colombian Tax Reform. We extend our heartfelt thanks to the esteemed speakers and attendees who made this event a success.
CWP at Universidad de Los Andes: Wealth Management Insights
Juan Manuel González, our Directing Partner, delivered an impactful keynote at Universidad de Los Andes, addressing key strategies in wealth management.
CWP at IPCC Brazil 2024: A Wealth Management Milestone
Thank you to the speakers and participants who contributed to the success of the IPCC Wealth Management event in Brazil. Together, we advanced discussions shaping the future of the industry.
Global Expertise, Local Insight
Jurisdictions Represented by Our Board
Our Board unites a globally diverse team with deep expertise across numerous jurisdictions. This collective experience enables us to navigate markets effectively and deliver tailored insights in:
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
Gloria Angelica Navas
Claudia Casilimas
Sebastian Rodriguez
Tatiana Angel
Ceci Hassan
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 [email protected]. Let’s start building strategies for your future.