The 6th Annual Family Wealth Management for Latin American Families Conference Sao Paulo - April 13 & 14, 2010 
The conference at a glance!
• Transitioning to the Second Generation - Ownership, Management and Family Issues
• Prerequisite to continuity of ownership and wise long term management of the family wealth
• Defining the primary role of a Family Office & best practices in family office operations
• Legal and tax considerations on how and where to structure your office – Civil and Anglo –Saxon law comparison and jurisdictional options
• Austrian tax tools for Brazilian family business
• Panel –Session: What are the factors influencing the development of Family Offices across the world?
• Protecting your assets against crisis & long term investment case for BRIC’s
• Private Equity Investment in Emerging Markets – Avoiding pitfalls
• Case-study: The Mindset of Prominent Brazilian PE Investors
• Family Foundations – Prerequisites for mapping philanthropic goals – governance & management issues
(Presentations will be held in English or in Portuguese)
What delegates say about the 9th Annual Global Family Office Conference - December 10 & 11,2009 - Zurich
• Excellent organisation. I learnt a lot from their presentations and certainly they changed my perspective of Family Offices and their onwards
• Very updating
• Relevant topics and some excellent speakers
• Interesting themes presented and commented by interesting people. A few of the presentation were just outstanding
• I think in general the topics are very interesting and the speakers gave us important ideas
• Good presentations + good speakers + excellent networking opportunities + good time structuring
• Overall the information provided and the topics addressed were relevant to the current environment. I found Philip Manduca’s presentation especially enlightening
• Good in general – More information about the real American model (Carol Pepper)
• Some of the guest speakers were really excellent
• Good speakers, professional presentation. Networking possibilities. Nice location. Food & Beverage are fine
• Very interesting & quite successful
• Good, 70% excellent speakers, influential participants
• Good attendance – Good topics – Overall very good
• Very well organised – Good speakers with the urgent-provocative presentations
Yours Sincerely,
 François Golbery
Chief ExecutiveOfficer
MGI SWITZERLANDS.A. PROGRAM The 6th Annual Family Wealth Management for Latin American Families Conference Day One : São Paulo, April 13
Transitioning to the Second Generation
08.30 Welcome Coffee and Registration
09.15 Welcome Opening Remarks by François Golbery and the Chairman
09.30 When Family is Business!
Prof. Walter Zocchi
Founder & Chairman
FAMILY BUSINESS RESEARCH CENTER “Father to Son”, Milan
10.15 Family Re-organisation – How to Prepare a Successful Transaction in a Family-owned Company
• Corporate and tax aspects
• Case-study
Mauro Cesar Leschziner
Partner
MACHADO, MEYER, SENDACZ & OPICE ADVOGADOS, São Paulo
11.00 Coffee-Break
11.30 Defining the Primary Role of a Family Office & Best Practices in Family Office Operations
Carol Pepper
CEO & Founder
PEPPER INTERNATIONAL, New York
12.15 Lunch hosted by
14.30 The Impact of Wealth on Family Behaviour and How and When to Prepare the Next Generation to
Recognise and Deal with the Effects of Wealth
Alexis Novellino
Managing Partner
PROSPERARE, São Paulo
15.15 Family Case-Study: Enabling & Enhancing Communication Amongst Family Members
Edouard Thijssen
Family Member of the Emsens Family
Co-founder YOUNITED SA, Belgium
16.00 Coffee-break
16.30 Austrian Tax Tools for Brazilian Family Business
Mag.Erich Baier, LL.M
Certified Public Tax Adviser
BILANZ DATA Gmbh, Vienna
17.15 Closing Remarks
18. 00 Cocktail Hosted by
Day Two Morning: Sao Paulo, April 14
Managing Family Wealth
08.30 Welcome Coffee and Registration
09.15 Welcome Opening Remarks by François Golbery and the Chairman
09.30 Key Considerations for the Management of Family Wealth in 2010 and Beyond
Morgan Stanley / Harald Quandt Trusts (asked)
10.15 Opportunities to Size and Pitfalls to Avoid while Investing in Emerging Markets’ SME’s
Claude Barras
Managing Director
SWISS INVESTMENT FUND FOR EMERGING MARKETS AG, Bern
11.00 Coffee-Break
11.30 Case-study: The Mindset of Prominent Brazilian PE Investors
Gabriel Stoliar & Moises Swirski
Senior Partners
MSW CAPITAL, Rio de Janeiro
12.15 Closing Remarks by the Chairman
12.30 Close of the Conference
ATTENDANCE CONDITIONS To know registration’s facilities and download forms without commitment, please click on the link underneath and enter to MGI private area. Registration's Facilities PARTNER Bilanz Data is a Certified Tax Law and Accounting Office established in 1987. The founder of the offices, Mr. Erich Baier, MBA, LL.M. (Int’l Tax Law), made his practice years in a large accounting firm already during his studies at the University of Economics and Business Administration in Vienna. Having successfully passed his professional exams the Austrian Ministry of Economic Affaires awarded him the title Certified Tax Advisor. Confronted with an always faster changing world of taxes and business situations their clients can rely on their experience in these areas. Not only finding solutions for problems their clients might face but planning ahead to smooth the way for their clients is their daily routine.
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