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Title

7th Annual Private Wealth Latin America & The Caribbean Forum

Event Description

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 our private wealth series. In our 7th year, we will look to take conversations deeper and raise the level on our 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.

We 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.

Event Type

Society; Career; Social; Educational

Education Topic

 

Starting Time

10/22/2019 8:00 AM

Ending Time

10/23/2019 7:00 PM

City

Miami

State/Province

FL

Event Country

USA

Event Region

Americas

Location Info

​JW Marriott Miami
1109 Brickell Ave
Miami, Florida 33131

Speaker

CE Credits

n/a

Member Cost

$ 1,400

Non-Member Cost

$1,400

Registration

​    

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All Day Event

 

Recurrence

 

End

 

Hosted by

Society Partner

Attachments

Content Type: MyCFA Calendar
Created at 8/11/2019 5:04 PM by administrator@cfa-miami.org
Last modified at 8/11/2019 5:05 PM by administrator@cfa-miami.org