Winter 2022

Mexico City, Mexico

We aim to fill the gap we have identified in the region, as there is a current lack of quality family office conference offering the combination of high level networking and wide ranging relevant topics we are able to provide.

summits held
family offices
Partners & Sponsors

Our Story

The Alduaij family office has a long and glorious history in Kuwait as one of the most prominent and respected business forces. The Alduaij family business, Alea Global, has won several awards including The European Award, and the CEO Award two years running. Head of the family office, Mohammad Alduaij, has won the Man of the Year award for his work connecting other equally exciting and well-respected family offices around the world.

Through their networks, they have formed strong personal and professional relationships with other family offices across the globe, all sharing much common ground and a willingness to work together. 

Mohammad Alduaij, has been a conference speaker for the past 10 years, appearing at events all over the world. It was during his time touring the conference circuit that Mohammad first thought of bringing together his conference experience, and his special insight into the world’s most prestigious family offices. The result is a conference that unites family offices with each other, as well as giving businesses and entrepreneurs unprecedented access to this unique and powerful network.

About the summit

The summit is our second in LATAM after a successful first conference in 2019. 

A gathering of family offices, for the benefit of all involved, this is a non-commercial event. The topics discussed at the summit are highly relevant to the family offices of today, providing solutions for their problems. It’s also an opportunity for service providers to mingle with members of these family offices in an informal and productive environment. 

The summit has a unique range of valuable sessions that will help your family office to thrive, and will also help you to thrive both professionally and personally. Our own status as a family office also gives us a valuable insight into the priorities, needs and challenges of operating a family office, and means we can better address each of these in an effective way through our events. 

With a family office to delegate ratio of 70:30, the summit gives everyone the opportunity to meet and talk in an easy and informal way, and in a relaxed setting. 

We aim to fill the gap we have identified in the region, as there is a current lack of quality family office conference offering the combination of high level networking and wide ranging relevant topics we are able to provide.

Previous Esteemed Speakers

Mohammad Al Duaij

CEO, Alea Global Group, Kuwait

Leonardo Wengrover

Founder Partner, W Advisors, Brazil

Mario Cavalieri

Managing Partner, Tundra Partners, Brazil

Sandro Salsano

Chairman & President, Salsano Group, Panama

Bernardo Asuaje Rosenblatt

Managing Director, Founder, Grupo Attia, Colombia

Matthew Wilkens

Senior Managing Director, Kallas Asset, Brazil

German Aldana

Executive Director, Privatet Kapital Family Office, Colombia

Alvaro F. Pena Ospina

Executive VP, APG Capital Investments, Colombia

Andres S. Beker

Co-founder & Director, Black Orchid Solar, Colombia

Andres Alfaro J

President, Bells Media, Colombia

Henry Boys Loeb

Legal Officer, Torres Samit Family Office, Chile

Juan Diego Martinez

SerranoMartinez, Colombia

Marcelo Geyer Ehlers

Co-Founder & Managing Partner, INEO, Brazil

Leah Zveglich

Founding Partner, The Aster Club, USA

Raul Del Solar Berckemeyer

One Family Office, Peru

Dorian Mejia

Distribeaute Colombia, Colombia

Daniel Ibri

Co-Founder & Managing Partner, Midset Ventures, Brazil

Juan Carlos Murgas

COO, Oleoflores Group, Colombia

Juan Felipe Marín Valencia

Marval, Colombia

Santiago De Castro

Sapristi, Colombia

Hugh Anthony Harley

Senior Partner, Iridium WM, Brazil

Alberto Pagan-Matos

CFA, Managing Director, Glovista Investments, USA

Stefan M. Rohmer

CEO, Maius GmbH, Switzerland & Brazil

Jean-Frederic Gagne

Chapman Eastway, Hong Kong

Ernesto Zerda

General Manager, The Family Office Teki, Colombia

Antonia Montoya Jaramillo

Director, The Montoya's Family Office, Colombia

Andrés Dominguez

Member of the Board, Fideval, Switzerland

Julien Gervaz

CEO, Palico, France


16:00 Registration

Registration, networking and one-on-one meetings, with refreshments & delicacies.

17:00 Welcome

Chairman welcome and opening remarks.

17:10 Humanity versus Geopolitics

– Is there any role or place for political manoeuvres during a global crisis?
– Saving the economy at what cost?: balancing a nation’s immediate safety and long-term prosperity.
– How family offices can lead our nations to join forces when the whole world is threatened.
– The business of humanity: how we can support health and social care effectively.
– Finding common ground: the global collaborative success stories of 2020.
17:40 Put your own mask on first: making nations self-sufficient for the greater good
– Identifying the gaps in national self-sufficiency.
– How family offices can help their own regions to manage a crisis.
– Back to basics with investment in agriculture, energy and health.
– What we can learn from the countries who manage isolation well.

18:10 Impact investment for LATAM

– An introduction to impact investment.
– Some great examples of successful impact investment from around the world.
– How you can match your specialisms and interests with successful impact
– Where to start with impact investment in LATAM.

18:40 – New business practises for a new decade

– How will family offices develop their working behaviours in the coming years?
– Technology trends that will change the business world.
– Individual vs professional – where do we draw the line in 2020?

19:10 Roundtable discussions

With peer learning and interaction in mind, these 60- minute breakout sessions are designed to promote the sharing of experiences and brainstorming of ideas in facilitated and balanced discussions.

20:10 Special networking dinner

A chance to network in an informal setting and discuss the day’s events over dinner.

8:30 Registration

Registration, Breakfast and networking and one-on-one meetings.

10:00 Welcome

Chairman welcome and opening remarks.

10:10 LATAM –  An economic overview

– Where to invest in LATAM right now to see the biggest benefits for the region and your portfolio.
– The sectors in which LATAM is excelling compared with other regions.
– Which industries are still emerging and the right time to buy into them.
– What does the future of LATAM’s economy look like and how we can have an impact.

10:30 What do your investments say about you?

– What makes a good private equity investment vs a good venture capital investment?
– Red flags to look out for before you invest in either case.
– How to make your start-up or existing business an attractive prospect for investors.
– As a family office, how should you be looking to invest?

11:00 Climate-focused investments

– How a new awareness of climate change has affected LATAM’s economy.
– What sort of investments you can make that are good for your portfolio and the planet.
– A look at new smart and eco-friendly technologies.
– How to achieve diversification within the limits of eco-friendly investment.
– The eco-friendly trends of yesterday that turned into today’s great investments.

11:30 Networking break

Morning networking coffee break.

12:00 All about digital assets

– What exactly are digital assets?
– Why should you store them securely?
– The best ways to organise and access your digital assets.

12:30 Bridging national and cultural divides

– How LATAM family offices can better work with other family offices across the world.
– Things all family offices have in common.
– Important cultural differences to be aware of between regions.

13:00 The next big thing

Our pick of the best investment opportunities for the next 6 months.

13:20 Networking lunch

A chance to meet and discuss the morning’s sessions over lunch.

14:30 The latest in LATAM real estate

– Who is up-and-coming in LATAM real estate development and why?
– The locations and sectors to invest in right now.
– A look back at some historic real estate developments that have changed the region for the better.
– How climate change concerns are impacting real estate development in LATAM.

15:00 Effective Wealth Preservation and how to achieve it

– How to assess and minimise risks with a smart investment strategy.
– What restriction are you working against? The obstacles you face and how to circumnavigate them.
– Diversification is key: how to use it to your advantage.
– Managing international cash movement for wealth preservation.
– Balancing assets and liquidity for flexibility and security.

15:30 New business practises for a new decade

– How will family offices develop their working behaviours in the coming years?
– Technology trends that will change the business world
– Individual vs professional – where do we draw the line in 2020?

16:00 Networking break

Afternoon networking coffee break.

16:30 LATAM’s place in the travel sector

– Where does LATAM excel within the travel economy? 
– Playing on the region’s strengths – how LATAM can continue to grow its travel destinations
– Areas for improvement – what lets the region down on the international stage when it comes to travel and leisure?

16:50 Attracting family office capital for start-ups

– How to approach family offices – do’s and don’t’s.
– Why family office capital is the best option for your start-up.
– Success stories of start-ups and the family offices who invested in them.

17:10 Roundtable sessions hosted by family offices

Table one: The end of ‘a job for life’?: professional diversification and millennial career aspirations.
Table two: The best practice for work-life balance at the highest levels of responsibility.
Table three: The importance of branding for family offices.
Table four: Education – a business, an ideology, and a social good.
Table five: Sport as an investment prospect.

17:55 Closing remarks

Closing remarks For the summit.

18:00 Cocktail reception

A cocktail reception with the chance to network in an informal setting and discuss the summit.

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