April 27-28, 2017 | Trump Ocean Club | Panama City

Latin Private Wealth Management Summit

The ultimate meeting point for modern decision makers

The Latin Private Wealth Management Summit is the premium forum bringing leaders from Latin America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.

Taking place April 27 and 28 of 2017; the two day Summit will allow attendees to benefit from visionary keynote presentations, real-life case studies and interactive sessions! You will also have the change to network during coffe breaks, lunch hours and cocktails, all this in a five star resort!






Alejandro Carboni


Inversiones Romy, Family Office Grupo Bethia

We would be delighted to provide you with more information on the summit model. Do fill in the below, and we will be in touch!

Register your interest

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Key Topic Areas Include:


Speakers Include:

Delegate or Solution Provider?


Delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following:
       • Multi-Family Offices                   
       • Single-Family Offices      
       • Private Family Foundations




Solution Provider

The solution provider category will include Fund Managers, Asset Managers, Investment Consultants, Advisory Services, Financial Advisories, Private Banks, Financial Institutes, and organisations that provides funds or any form of financial products.

Please do note that we have specific categories for delegates and solution providers. Contact alejandrad@marcusevansmx.com to find out which category you fall under and we would be more than happy to assist you. The number of companies in each product or service category is strictly limited to ensure an appropriate overall balance.

Listen to what our past attendees had to say...


For more information, please contact:

Deborah Sacal | Digital Marketing & PR Coordinator Latin America | +52 55 4170 5555 ext. 2437 | alejandrad@marcusevansmx.com


Contact alejandrad@marcusevansmx.com for more information

Joseph Kellog 

Head of Wealth Planning

WE Family Office

Homero Elizondo

Chief Investment Officer

Soliq Family Office

Ivan Carrillo


Creuza Advisors

Rafael Alcantara-Lansberg

Founder and Managing Partner

Harbor Ithaka

Media Partners

The Human Side of Family Businesses - Aligning Human Aspects to the Company's Financial Goals
The Life Cycle of Companies - The family legacy, when is necessary to pass the business to the next generation?
Private Equity & Venture Capital - Exploring investment alternatives in emerging industries and companies
Economic Perspectives for Latin America - What to expect from an economy in constant volatility
Asset Allocation and Diversification Strategies - Identifying strategies to manage cash flow with better returns and a good balance in the portfolio
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