On September 10, we hosted an exclusive breakfast together with EPFE, where participants explored the role of foundations and trusts as tools for wealth planning and management.
The session was held as a dialogue, moderated by Karina Sanín, Vice President of Commercial at OMC Group, with an expert panel featuring:
- Paula Vásquez – Senior Relationship Manager, OMC Group
- Iliana Boyd – Vice President of Compliance, OMC Group
- Claudia Piñeyro – Partner, EPFE
Key topics included the usefulness of wealth structures, the role of Panamanian Private Interest Foundations, and the importance of investment, patrimonial, and succession trusts in the Dominican Republic.
Attendees gained valuable insights into the comparative advantages of these tools for protecting assets, ensuring wealth continuity, and designing structures tailored to the needs of families and businesses.
With more than 70 years of experience in corporate, fiduciary, and administrative services, OMC Group reaffirms its commitment to clients in the Dominican Republic and across the region, building strong relationships and tailored solutions.
