June 9 - 10, 2020
Miami, USA
Advising Latin American Families in a Transparent World
This forum brings together expert industry speakers from Latin America, the US, Caribbean and Europe to discuss wealth planning for Latin American HNWI and their families in 2020
This event for private client advisors, aims to equip you with practical solutions when planning for Latin American family wealth preservation & succession.
Advising Latin American Families in a Transparent World Highlights 2019:
What's New?
Latin American HNWIs have become more mobile and global, and their business and personal interests span multiple jurisdictions. Financial and estate planning is no longer viewed as simply desirable, but essential. Hear expert speakers from
- Legal
- Accounting
- Trustee
- Private banking
- Regulatory
- Family Offices
Hear from the key Latin American Economist
Alberto Bernal is Head of Emerging Markets and Global Strategy at XP Investments based in Miami. Alberto is a frequent contributor to financial television networks, Latin American press, and major newswires. Attend this event to hear his take on Latin American Economies including comments on:
- The ever changing political landscape
- Winners and losers across the region
- Future shape of HNWs
Further Key Coverage in 2019:
In-depth Coverage of key jurisdictions
- Mexico, Brazil, Peru, Chile
- Venezuela, Argentina, Columbia
The 'Transparent' world
- Exchange of information
- Privacy rights
- EU Blacklist project
- Political risk
- Digital Assets & Cyber security
Our Co-Chairs Are Back for the 2020 Event...
Back this year we have our dynamic co-chairs:
- Robert Reymond (Partner, Stikeman Elliot)
- Pedro Ramírez Mota-Velasco (Partner, Turanzas, Bravo & Ambrosi)
Our fantastic 2019 speaker line-up included:
Exciting, New and Different for a Latin American focused conference in Miami
Impartial speaker faculty
We are emphasising an international element and are encouraging speakers who are not based in Miami or Latin America to partake in the event. Speakers have been selected purely on their credibility, knowledge and expertise. It will offer delegates unparalleled analysis of the latest thinking and developments in the industry.
By the industry for the industry
The speakers and agenda have been identified and selected by an independent advisory board with the sole aim of providing the industry with a cost effective, impartial and content focused event. This conference is predicated on the quality of the coverage on offer.
Value for money
At a price unparalleled in the industry this is a must attend event. Take advantage of any of the networking events associated with the conference at no additional cost. Mix and mingle in a relaxed environment with your peers, colleagues and potential clients.
Thought Leader
Breakfast Briefing Partner
Event Partners
Lead Media Partner
Media Partners
Venue
Fontainebleau Miami Beach
The conference this year will once again be taking place at the Fountainebleau Hotel in Miami, on November 4 & 5, 2019.