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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