Latin Private Wealth Management Summit Spring 2019

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    The program’s primary objective is to explore the key aspects and issues related to investment, asset allocation and family governance and their role as business drivers.

    Key topics for 2018 included:

    Oportunidades Económicas para America Latina – Cambios políticos y económicos en la región, tendencias de inversión y comportamiento en los Family Offices
    Los Retos en la Estructuración de un Family Office – Proceso para establecer o reestructurar un Family Office de acuerdo a las necesidades de cada familia
    Common Reporting Standards y FATCA – Retos en la implementación y casos prácticos para el cumplimiento de las regulaciones internacionales
    Implicaciones de la Creación e Implementación del Protocolo Familiar – Sucesión familiar, planeación patrimonial y entrada de nuevas generaciones al negocio
    Migración de Activos a Estados Unidos – Evaluando el proceso y los pasos para lograr inversiones exitosas en Estados Unidos
    Las Mejores Prácticas para las Inversiones de Impacto – Identificando y seleccionando inversiones de impacto, proyectos sociales de inversión, filantropía.
    La Influencia de la Tecnología en los Family Offices – Cómo están cambiando las operaciones de los Famiy Office con las nuevas tecnologías, acceso de información y el manejo de inversiones.

    Economic Outlook and Investment Opportunities in Latin America – Political and economic changes in the region, new investment trends in the wealth management industry
    The Challenges in Structuring a Family Office – Analyzing the Process to establish or restructure a Family Office according to the needs of the family
    Common Reporting Standards and FATCA – What are the main challenges implementing international regulations? Implications of the Creation and Implementation of the Family Protocol – Family succession, state planning. Millenials taking over the family business.
    Migration of Assets to the United States – Evaluating the process and the steps to achieve successful investments in the United States.
    Best Practices for Impact Investments – Identifying and selecting impact investments, social investment projects, philanthropy.
    The Influence of Technology in Family Offices – How operations are changing with new technologies, confidentiality issues and processes optimization.

    what attendees are saying about the program:

    A gathering of like-minded advisors and service providers sharing ideas, best practices and new opportunities.
    Vice President, Sanderson Wealth Management

    Always a well organized event, packed with actionable items, presented by top industry professionals.
    Managing Director, Waldron Private Wealth

    The Conference was great. Great Venue, great people, overall a wonderful experience.
    Founder and Chief Investment Officer, Sunpointe Investments

    Well organized event with an impressive group of talented investment professionals.
    Chief Executive Officer, HighTower Boca Raton

    access the full summit agenda

    For access to the full Summit Agenda please register your interest on the form to the left or email us here:

    Keynote Presentations

    Keynote presentations offer a motivational and entertaining perspective on fundamental issues challenging management. The achievements of our Keynotes and their pioneering endeavors directly influence your job today. Delivering thought provoking and frank accounts of their experiences, our Keynote presenters give you the drive to develop forward-thinking ideas and strategies for your organization.

    Panel Discussions

    In addition to the traditional session format, panel discussions have been organized to give you multiple perspectives on a topic. The panel is composed of industry practitioners ready to share their ideas and debate strategic issues. As an attendee, you are encouraged to put forward your ideas, opinions and opposing arguments, creating a truly interactive Summit.


    Think Tanks

    Join a select group of industry peers setting the tone, pace and goals of your chosen topic in a professionally facilitated environment. Participant numbers are strictly limited, ensuring all have the opportunity to share their problems and solutions to commonly shared professional challenges. Topics for discussion are selected from industry feedback received during the development of the Summit Program.


    Speaker Videos