
Latin American entrepreneurs are no longer geographically limited — and their planning needs have changed accordingly.
Cross-border founders increasingly hold assets, entities, and families across more than one jurisdiction. Planning that assumes a single tax home stops working quickly.
The conversations at recent summits keep returning to the same themes: currency exposure, residency planning, and structures that survive a move.
For advisors, the shift is from managing a portfolio to coordinating a set of advisors across countries.