Wealth Planning Education
Unconstrained assets of Private Wealth Investors
Delegates from South America, Central America & The Caribbean
JW Marriott- Miami, FL - October 20-21, 2015
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 600+ 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.
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.
LatAm’s leading event for Wealth Management
Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits, and streamlined market intelligence. Our platform provides a comprehensive and fascinating perspective of the opportunities in this diverse and booming region.
Past Featured Speakers
Equity Group Investments (U.S.)
George P. Bush
Political Activist, Entrepreneur & Public Servant
The Hon. L. Ryan Pinder, M.P.
Minister of Financial Services
Government of the Bahamas
Senior Partner, Investments Global Head of Wealth Management
Head of Wealth Planning Americas
UBS Wealth Management
Global Investment Strategist
BBVA Private Bank
Daniel de Fernando
MDF Family Partners
Swiss Asset Advisors