Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth Latin America & The Caribbean Forum taking place on October 25-26, 2021 in Miami. This 8th annual event is the leading event for family offices, wealth managers, RIAs, private banks, and asset managers in the region. This year’s content features asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy.
David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will be attending the event as well as presenting in two sessions. David will be hosting a breakout educational peer-to-peer discussion on Monday, October 25 at 11:25am that will discuss the power of U.S. modern trust law for global families. Then in the afternoon at 1:35pm, David will participate in a panel discussion on “Maintaining Your Wealth In a Transparent World.” This panel will discuss how wealth planners are protecting their clients’ assets in the U.S., Latin America, and the Caribbean; how their clients are maintaining their wealth; and how family businesses are working on their succession planning using fiduciary structures. The panel will be moderated by Harvey Spira, Founder and Managing Director of PresCap Advisors and panelists include David; Oscar J. Guerra, Head of Wealth Planning, Americas at EFG Capital International; and Gustavo Gertzenstein, Executive Director, Wealth and Estate Planning Strategist with Morgan Stanley Wealth Management.
For more information about the event, visit the forum website by clicking here. If you would like to attend, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at mroberson@bridgefordtrust.com to inquire about limited passes we have available for friends of Bridgeford. Please note, due to enhanced health and safety precautions, all attendees must be registered by Friday, October 22.
If you are planning to be there next week, we hope to see you at the breakout discussion that David will be hosting and be sure to stop by our booth to say hello!
