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
CEO
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!
Request more information
Key Topic Areas Include:
Speakers Include:
Delegate or Solution Provider?
Delegate
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:
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
CEO
Creuza Advisors
Rafael Alcantara-Lansberg
Founder and Managing Partner
Harbor Ithaka
Media Partners