2016-06-23T00:00:00-0400

2016-06-23T00:00:00-0400

Private Wealth Mexico Forum Mexico City, Mexico | June 23, 2016 Request Agenda


The Private Wealth Mexico Forum, organized by Markets Group, is a Mexico-focused international meeting for private bankers, wealth managers, family businesses and family offices. The Forum brings together 200+ industry leaders from the Mexican private wealth management field for a one-day conference discussing strategies to protect, preserve and grow wealth.

The meeting also provides an overview for asset allocation strategies for Mexican private wealth investors interested in diversifying their portfolios offshore and across asset classes.


MEDIA & INSTITUTIONAL PARTNERS


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Key Discussion Topics

  • Asset Allocation: How are regional clients growing their assets and protecting their wealth? 
  • Tax, Trust and Estate Planning: How are Mexican family offices managing assets for tax and risk efficiency?
  • Residence and Citizenship by Investment: What are the advantages to the US EB5 program?
  • Family Governance: How are advisors and family offices ensuring that wealth remains protected with generation shift?

PRICING

Super Early Bird $800 01/30/16
Super Early Bird II $1000 02/27/16
Early Bird I $1200 03/26/16
Early Bird II $1400 04/30/16
Early Bird III $1600 05/28/16
Event Registration $1800 06/23/16

VENUE


Marquis Reforma Hotel & Spa
Av. Paseo de la Reforma 465
Cuauhtémoc, Juarez
Mexico City
Mexico 06500
CLICK FOR DISCOUNTED HOTEL ROOMS

CONTACT

INVESTOR RELATIONS

Cassia Di Roberto

Program Manager

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

REGISTRATION

Victor Tolentino

Relationship Manager

+1 646-415-9161

Victor.Tolentino@marketsgroup.org

SPONSORSHIP

Kilby Browne

Head of LatAm Private Wealth Sales

+1 646-201-9408

Kilby.Browne@marketsgroup.org