The Annual Private Wealth Latin America & the Caribbean Forum is the leading event for RIAs, family offices, and private banks throughout the region. The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Latin American and Caribbean-based leaders in the sector. Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

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