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7th Annual Private Wealth Latin America & the Caribbean Forum
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7th Annual Private Wealth Latin America & the Caribbean Forum

The 7th Annual Private Wealth Latin America & the Caribbean Forum is our flagship event which will take place from October 22nd – 23rd in Miami. This event will gather 400+ family offices, wealth managers and private banks. This year’s event will feature:
  • Peer education on asset allocation, wealth management asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.
  • More than 400 attendees including experts on the private client landscape from around Latin America.
  • 100 members of a world class speaker faculty with more than 30 countries represented.
Contact us if you are interested in sponsoring, speaking or learning about ways to get involved.
Luis G. Fortuño, 10th Governor, Commonwealth of Puerto Rico (2009-2013)
Francis Suarez, Mayor, City of Miami
Anthony Scaramucci, Founder, Co-Managing Partner, SkyBridge Capital
Sandro Salsano, President and Chairman, Salsano Group
Gary R. Petersen, Managing Partner and Co-Founder, EnCap Investments L.P.
Timothy McCarthy, President, Holdun Family Office
Fernando Mattar Beyruti, Chief Executive Officer, Itaú Private Bank International
Janaina Klichowski, Chief Investment Strategist, Banco do Brasil
Rocio Ortega, Partner, Senior Advisor, WE Family Offices
Elliot Dornbusch, Chief Executive Officer, CV Advisors
Frederic Lamotte, Chief Executive Officer and Global Head of Latin America, CA Indosuez Wealth Management
Lincoln Ellis, Head of Investment Strategy, Global Family Office, Northern Trust
Luis Arango, Head of International Wealth Management, SunTrust Private Wealth Management
Jose Antonio Avendaño, Managing Partner, Gestores Financieros Asociados
Ruben J. Luna, Head of Private Banking, Banistmo
Luciano Telo, Head of Allocation Strategy, XP Advisory

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