Latin Private Wealth Management Summit

Latin Private Wealth Management Summit

2022-07-15T04:39:57-04:00July 10th, 2017|Events, Miami|

Latin Private Wealth Management Summit

October 9-10, 2017, The Ritz Carlton, Cancun, Mexico

The Latin Private Wealth Management Summit is the premium forum that brings together solution providers with the most recognized opens IMAGE file single and multi-family offices in LATAM in a private luxurious venue, destined to explore topics and issues, create business and debate about solutions for the private wealth industry in the region. Along with the content, there will be formal networking opportunities between investors and money managers, thanks to our “one on one” model of pre-schedule business meetings. Between the presentations and meetings, attendees can network during the coffee breaks, meals and cocktail hours!

  • Pre – schedule one on one business meetings with qualified buyers
  • Grow sales faster through a time efficient format
  • Network with high level executives in a luxurious and stimulating environment
  • All inclusive investment

Key Topics to be discussed:

  • Economic Outlook and Investment Opportunities in Latin America
  • The Challenges in Structuring a Family
  • Implications of the Creation and Implementation of the Family Protocol
  • Migration of Assets to the United States
  • Best Practices for Impact Investments
  • The Influence of Technology in Family

 Network with industry experts like:

 Alfonso Carrillo, Partner, Family Office Mexico SC

  • Javier Lopez Casado, CEO, Finaccess Advisors
  • Marcelo Benitez, CEO, Proaltus Capital
  • Alvaro Castillo, President, Loyola Asset Management
  • Arturo Hierro, VP, Loyola Asset Management
  • Ivan Carrillo, CEO, Creuza Advisors
  • Antonio Gastelum, Presidente, Antonio Gastelum Inc.
  • Javier Mtanous Arocha, Partner, MG Capital

Directed to: CIO’s, VP’s, Directors, Founders, Investment Leaders

From: Multi Family Offices, Single Family Offices, and Investment Advisors

For more information, please contact Deborah Sacal at alejandrad@marcusevansmx.comcreate new email or call +52 55 4170 5555 ext. 2437 or visit the event website: