Posted by marcus evans on 02/12/2018 Summit
Latin Private Wealth Management Summit Spring 2018

Latin Private Wealth Management Summit Spring 2018

The Ritz-Carlton, Cancun
Rtno. del Rey 36, Zona Hotelera, 77500 Cancún, Q.R., Mexico

Start Time
8: 30 AM
End Time
5: 00 PM
Start Date
05/03/2018
End Date
05/04/2018

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. 

The program’s primary objective is to explore the key aspects and issues related to investment, asset allocation and family governance and their role as business drivers.

Key topics for 2018 include:

Español
Oportunidades Económicas para America Latina – Cambios políticos y económicos en la región, tendencias de inversión y comportamiento en los Family Offices
Los Retos en la Estructuración de un Family Office – Proceso para establecer o reestructurar un Family Office de acuerdo a las necesidades de cada familia
Common Reporting Standards y FATCA – Retos en la implementación y casos prácticos para el cumplimiento de las regulaciones internacionales
Implicaciones de la Creación e Implementación del Protocolo Familiar – Sucesión familiar, planeación patrimonial y entrada de nuevas generaciones al negocio
Migración de Activos a Estados Unidos – Evaluando el proceso y los pasos para lograr inversiones exitosas en Estados Unidos
Las Mejores Prácticas para las Inversiones de Impacto – Identificando y seleccionando inversiones de impacto, proyectos sociales de inversión, filantropía.
La Influencia de la Tecnología en los Family Offices – Cómo están cambiando las operaciones de los Famiy Office con las nuevas tecnologías, acceso de información y el manejo de inversiones.

English
Economic Outlook and Investment Opportunities in Latin America – Political and economic changes in the region, new investment trends in the wealth management industry
The Challenges in Structuring a Family Office – Analyzing the Process to establish or restructure a Family Office according to the needs of the family
Common Reporting Standards and FATCA – What are the main challenges implementing international regulations? Implications of the Creation and Implementation of the Family Protocol – Family succession, state planning. Millenials taking over the family business.
Migration of Assets to the United States – Evaluating the process and the steps to achieve successful investments in the United States.
Best Practices for Impact Investments – Identifying and selecting impact investments, social investment projects, philanthropy.
The Influence of Technology in Family Offices – How operations are changing with new technologies, confidentiality issues, and processes optimization. 

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