Wealth Planning Education
Unconstrained assets of Private Wealth Investors
Delegates from South America, Central America & The Caribbean
Private Wealth Latin America & The Caribbean Forum
Overview
JW Marriott - Miami, FL - October 24-25
The Private Wealth Latin America & The Caribbean Forum is a pan-regional wealth management, wealth planning and investment management international meeting for private banks, HNWIs, wealth managers, and family offices. The Forum brings together 400+ industry leaders from Latin American and Caribbean Private Wealth Management field for a two day conference discussing strategies to protect, preserve and grow wealth.
The forum provides direct and unique access to the growing private wealth management community. Attendees include 100+ private bank delegates, 75+ family office delegates and 100+ wealth protection strategists and gatekeepers from around the world.
LatAm’s leading event for wealth management and wealth protection
Topics include: FATCA Regulatory Update, Critical Competencies in the New Private Wealth management, Tax, Trust & Estate Planning, Multifamily Office Model vs. Single Family Office Model, Asset Allocation & Global Investment Strategy, Miami is a wealth hub, Offshore Opportunities, and Regional discussions of: the Andean States, Brazil, Southern Cone, Mexico, Central America & the Caribbean
El “Private Wealth Latin America & The Caribbean Forum” es un encuentro internacional de wealth management, wealth planning e investment management para bancas privadas, HNWI, wealth managers y family offices. Este foro reúne A 400 líderes de la industria del ámbito de wealth management en Latinoamérica y el Caribe a través de una conferencia de dos días, en la cual se discuten estrategias para proteger, preservar y hacer crecer la riqueza.
El foro ofrece acceso directo y exclusivo a la creciente comunidad de gestión de patrimonio privado. Los asistentes incluyen aproximadamente 100 delegados de bancas privadas, 75 delegados de family offices y 100 estrategas de protección de la riqueza. Es el evento líder de Latinoamérica enfocado en la gestión y protección de la riqueza.
Los temas incluyen: FATCA, Actualización de Cambios Regulatorios; Competencias Clave en el Nuevo Private Wealth Management, Impuestos, Fideicomiso y Planificación Patrimonial; Modelo de Multifamily Office vs Modelo de Single Family Office; la Asignación de Activos y Estrategia de Inversión Global; Miami es un Centro de Riqueza; Oportunidades Offshore y Debates Regionales de: los Estados Andinos, Brasil, Cono Sur, México, América central y el Caribe.
Featured Speakers
Christopher Harvey
Chief Executive Officer
J.P. Morgan Latin America Private Bank
Douglas W. Evans
Head of Investments
Abbot Downing
Ernesto de la Fe
Head of Latin America
Morgan Stanley Private Wealth Management
Cara Williams
Global Head of Wealth Management
Mercer
Phil Guarco
Chief Investment Strategist
J.P. Morgan Latin America Private Bank
Jorge Kalledey
Head of Latin America
Lloyds Private Bank
Ash Rajan
Former Chief Investment Strategist
Merrill Lynch Wealth Management
Maria Quintana
Head of Wealth Management
Banco Popular de Puerto Rico
Arturo Galindo
Director Investments and Products
Santander Private Bank
Erik Halvorssen
Director
Lowenhaupt Global Advisors
Elliot Dornbusch
Chief Executive Officer
CV Advisors
Luis Quijano
Head of Financial Services
GFBepensa S.A.
Isabelle Wheeler
Senior Vice President
BNP Paribas Wealth Management
Augusto Posleman
Head of Private Bank
Puente
Cesar Pachon
Founding Partner
WE Family Offices
Christina Baltz
Head of Wealth Planning Americas
UBS Wealth Management
Why Attend?
Meet family offices, private bank and wealth managers from Central America, South America and the Caribbean during 10+ Hours of Networking Opportunities.
Uncover difficult to reach family offices and understand where industry growth is taking place.
Uncover difficult to reach family offices, understand where the growth in the industry is taking place.