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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.


We are currently developing a new programme for our 2020 edition. Take a look at the What's On and Speaker pages to see what happened at our 2019 conference.

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)

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


Fontainebleau Miami Beach

The conference this year will once again be taking place at the Fountainebleau Hotel in Miami, on November 4 & 5, 2019.