Wealth Planning Education

Wealth Planning Education

Unconstrained assets of Private Wealth Investors

Unconstrained assets of Private Wealth Investors

Delegates from South America, Central America & The Caribbean

Delegates from South America, Central America & The Caribbean

Private Wealth Latin America & The Caribbean Forum

Private Wealth Latin America & The Caribbean Forum


InterContinental Miami - Miami, FL - October 23-24, 2014 

*CLICK HERE for a special conference attendee rate at the InterContinental Miami - $235/night - OR Call 1-800-327-3005 and use group code VQO

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.

Featured Speakers

George P. Bush

George P. Bush

Political Activist, Entrepreneur & Public Servant

Cara Williams

Cara Williams

Senior Partner, Investments Global Head of Wealth Management


Christina  Baltz

Christina Baltz

Head of Wealth Planning Americas

UBS Wealth Management

Charles A. Lowenhaupt

Charles A. Lowenhaupt

Chairman and CEO

Lowenhaupt Global Advisors

Marc  Wenhammar

Marc Wenhammar

Global Investment Strategist

BBVA Private Bank

Daniel  de Fernando

Daniel de Fernando

Managing Partner

MDF Family Partners

Michael  Blank

Michael Blank

Managing Director

Swiss Asset Advisors

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.

Hear from more than 50 experts on wealth management, private clients, HNWI and UHNWIs, structuring, tax and investment management.