Forum Overview
Dates: November 6 - 8, 2024
Location: Miami, FL
The Forum is a private gathering of up to 40 family office executives, and a handful of trusted non-investment advisors from across Latin America to explore emerging issues facing families of significant wealth. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of the participating single-family office leaders and trusted advisors.
CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended
Built on genuine interaction and collaboration, the Forum is a unique opportunity for a high calibre group of executives to undertake an in-depth review of challenges and planning priorities with like-minded peers in a private and safe setting.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.