NETWORKING
EDUCATION
INSPIRATION
WE NextGen Academy
Empowering the Next Generation of Leaders
A Curated Journey for Global Heirs and Rising Leaders
The NextGen Academy is a tailor-made learning experience for the heirs and future decision-makers of high-net-worth families. It offers exclusive access to Wealth Experts, a global network of senior experts in banking, law, real estate, insurance, and entrepreneurship.
Participants explore real-life case studies and practical strategies to build, protect, and transfer wealth, guided by top-tier professionals across key global cities.
What to Expect
- Regular webinars led by industry experts
- Special guests from the entrepreneurial, academic, artistic, and entertainment worlds
- NextGen speakers sharing personal stories about taking over family businesses and navigating relationships with patriarchs and matriarchs
- Networking, interactive discussions, Q&A sessions, and practical insights
Our Virtual Campus
We meet in our WE NextGen Academy Japanese Washitsu Virtual Campus — a vibrant digital space where we host our presentations and networking sessions, bringing participants together to connect, exchange ideas, and collaborate.
At a Glance
- Target group: Heirs, successors and future leaders of high-net-worth family businesses
- Regions: Latin America, US, Europe – global reach
- Languages: English & Spanish
- Cost: For free
Online Webinars
October 2, 2025 (10:00am-11:30am NY | 4:00-5:30pm Zurich)
- Andres Lakatos: Typical errors to avoid when investing in the stock market
- Marcel Imery: Innovate or Disappear: Why Family Businesses Must Embrace Open Innovation
- Adriana Chieco: Key legal aspects of multijurisdictional inheritance matters
- Tim Stingelin: Difference between Bitcoin and Altcoins / Current state of Bitcoin markets
- Special Guest: Candice Pascoal, Founder of Kickante, the largest crowdfunding in Latin America and CEO of Alfredus.co NYC and bestselling author.
- NextGen Guest: José Ballesteros Vargas, Role in the family business and anecdotes about the sale of Ron Diplomatico to Brown Forman.
November 6, 2025 (10:00am-11:30am NY | 4:00-5:30pm Zurich)
- Victor Maldonado: Cuatro consideraciones que se deben tener en cuenta al estructurar
- Marta Olba: De los mercados cotizados al capital privado: oportunidades y riesgos en la nueva frontera de inversión
- Armando Daza El papel de las compañías offshore en la protección patrimonial (enfoque práctico)
- Salvador Pepe: Escalando en Real Estate con la Espiral de Fibonacci: De Inversiones Modestas a un Portafolio Multimillonario
- Adriana Chieco: Top legal challenges in international marriages
- Special Guest: Natalia Jiménez, co-fundadora del primer neobanco digital de Colombia, hoy una de las principales instituciones financieras del país.
December 4, 2025 (10:00am-11:30am NY | 4:00-5:30pm Zurich)
- Adriana Chieco: Planning for the possibility of incapacity: financial and medical decisions
- Daniela Medina: The How-To guide of a trust: Understanding family intentions and wishes
- Mauricio Cano: Más allá del Testamento; Blindaje Legal y Eficiencia Fiscal
- Salvador Pepe: Invertir en bienes raíces en Miami Sin Comprar Propiedades: La Estrategia Silenciosa Que Está Cambiando las Reglas del Juego
- José Segarra: De verdad quiero operar el negocio o prefiero venderlo?
- Special Guest: Pepe Segarra, Fox News Commentator. El Poder de Contar Historias en el Deporte y Más Allá
April 16, 2026 (10:00am-11:30am NYC | 4:00-5:30pm Zurich)
- Roger Müller: Most attractive Swiss Cantons for young millionaires
- Jennifer Mayo: tbd
- Special Guest: Matthew Dicks (To be confirmed), American novelist, award-winning storyteller and best-selling book author.
Jose Rafael Ballesteros Vargas
Cocuy Saroche Agave, Canaima Gin, Ron Tepuy / ex Ron Diplomatico
Panama City, Panama
Candice Pascoal
Founder of Kickante, the largest crowdfunding in Latin America
New York, USA
Natalia Jiménez
Co-founder of Lulo Bank, the first digital neobank in Colombia, today one of the country’s leading financial institutions and Lulo X
Armenia, Colombia
Matthew Dicks
American novelist, award‑winning storyteller, and longtime elementary school teacher renowned for his best‑selling books and record‑setting performances at The Moth storytelling events
Newington, Connecticut, USA
Pepe Segarra
Fox News Commentator and Leading Voice in Sports Journalism
Mexico City, Mexico
Mauricio Cano del Valle
Founding Partner Brook & Cano | Wealth Planning | Asset Protection | International Tax | Certified Foreign Legal Consultant (in Florida)
Miami, USA
Salvador Pepe
Estratega Boutique – Acceso reservado a inversiones inmobiliarias de capital privado en Miami | Multifamily & Luxury Assets
Miami, USA
Victor Maldonado
Lawyer & Master of Tax Law, Public Accountant, Business Administrator and founding partner VMEO Tax & Business Advisory
Mexico City, Mexico
Marcel Imery
Trusted Advisor to Family Offices, HNWIs, Startups & VCs | Nacho Imery Consulting
New York City, USA
Marta Olba
Head of Commercial Solutions & Product Development – Distribution Network. Alternative investments. Institutional investment. Capital Markets. Adjunct Professor. Advisory Board Member. Mentor. Renta4
Madrid, Spain
Sponsors
REGISTRATION FORM
CONFIDENTIALITY AGREEMENT
This Confidentiality Agreement (“Agreement”) is entered into by each participant (“Participant”) of the NextGen Academy, an initiative by Wealth Experts, and the organizers and members of the Wealth Experts community (“Wealth Experts”).
1. Confidential Information
“Confidential Information” refers to any information shared, disclosed, presented, or discussed orally, in writing, electronically, or by any other means during any session, call, meeting, document, or interaction within the scope of the NextGen Academy. This includes but is not limited to: personal experiences, financial or legal matters, business strategies, proprietary ideas, or any sensitive data related to other participants or their clients.
2. Confidentiality Obligations
Each Participant agrees to:
- Maintain strict confidentiality regarding all Confidential Information.
- Not record, disclose, share, publish, or distribute such information by any means without the express written consent of the party that disclosed it.
- Not use such information for personal benefit or commercial purposes.
3. Duration
This confidentiality obligation shall remain in effect indefinitely, even after the Participant is no longer part of the NextGen Academy or the Wealth Experts community.
3. Exclusions
This Agreement shall not apply to information that:
- Is or becomes public without breach of this Agreement.
- Was legally known to the Participant prior to its disclosure in the program.
- Must be disclosed due to legal or judicial requirements, in which case the Participant shall notify Wealth Experts in advance, whenever legally possible.
5. Jurisdiction
This Agreement shall be governed by the general principles of international contract law. Any disputes shall first be addressed through amicable resolution. If not possible, the parties may submit to a mutually agreed arbitration process.
By participating in the NextGen Academy, the Participant acknowledges and accepts the terms of this Agreement.