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The Private Wealth Latin America and the Caribbean Forum in Miami is the leading meeting for family offices, wealth managers, RIAs, private banks and asset managers in the region and one of the flagship meetings of the Markets Group private wealth series. In its 7th year, Markets Group will look to take conversations deeper and raise the level on the previous forum’s discussions.

  • A two-day summit providing updated 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 and the Caribbean, with more than 30 countries represented, including more than 100 members of a world class speaker faculty.
  • An event structured around high level content and more than ten hours of targeted networking sessions.

 

Markets Group have put together the forum to address the needs of family members, family offices and industry leading intermediaries and will continue to strive to provide the most updated intelligence on private wealth management in Latin America.

Discount for Savvy Investor members

Savvy members get discount using the code: SAVVYPW20