LatAm’s leading event for Wealth Management
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 will 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
Delegates Can Access Over Twenty Hours of Networking with:
- More than 100 Delegates from Family Offices
- More than 150 from Private Banks and Wealth Management
- More than 150 Wealth Consultants and Advisors
The Bahamas Financial Services Board is a Co-Sponsor for the Forum, and will host a “Bahamas Financial Services” Roundtable on the opening morning. It will also have a presence in the Exhibition Area with a “Bahamas Advantage” Booth.
About Latin Markets
Latin Markets is the world’s leading provider of Latin America focused investment forums, regional summits, and streamlined market intelligence. Its platform provides a comprehensive and fascinating perspective of the opportunities in this diverse and booming region.
Forum Agenda