2nd Private Wealth Mexico Forum

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.


Key Discussion Topics Include:

• The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
• Tax, trust and estate planning. Learn about the latest regulations.
• Impact Investing. Learn what are the Emerging Trends in Mexico.
• Alternative Investments - Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – How do we demystify allocations outside the traditional markets?
• Family Governance - how can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come.