Wealth Planning Education
Unconstrained assets of Private Wealth Investors
Delegates from South America, Central America & The Caribbean
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 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.
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.
George P. Bush
Political Activist, Entrepreneur & Public Servant
Chief Investment Strategist
Morgan Stanley Smith Barney (US)
Senior Partner, Investments Global Head of Wealth Management
Head of Wealth Planning Americas
UBS Wealth Management
Charles A. Lowenhaupt
Chairman and CEO
Lowenhaupt Global Advisors
Global Investment Strategist
BBVA Private Bank
Daniel de Fernando
MDF Family Partners
Swiss Asset Advisors