Annual Private Wealth Latin America & Caribbean Retreat 2026
A private wealth forum for regional investment and family wealth professionals.
The Ritz-Carlton Coconut Grove, Miami
- Date
- October 21, 2026
- Venue
- The Ritz-Carlton Coconut Grove, Miami
- City
- Miami, FL
TL;DR
- The retreat starts October 21, 2026, at The Ritz-Carlton Coconut Grove in Miami.
- The forum is invitation-only and closed-door.
- Its agenda includes asset allocation, markets, alternative investments, succession planning, and the global economic outlook.
Who you'll find in the room
RIAs
The organizer identifies registered investment advisers among the intended audience.
Family offices
Family offices are included in the stated audience.
Private banks
Private banks are included in the stated audience.
Regional wealth leaders
The speaking faculty primarily comprises leaders based in Latin America and the Caribbean.
Venue & travel
Venue
The Ritz-Carlton Coconut Grove, MiamiQuestions people ask
5 answeredThe retreat starts on October 21, 2026.
The event is held at The Ritz-Carlton Coconut Grove in Miami, Florida.
The stated audience includes RIAs, family offices, and private banks, with the program's faculty primarily drawn from regional leaders.
The closed-door, invitation-only format suits peer-to-peer exchange over broad exposure, so vendors seeking open-floor prospecting, or investors with no regional wealth exposure, will get less from it.
Attendees at private wealth and family office gatherings usually wear business attire, with suits or jackets for men and tailored dress or separates for women, and often lighter fabrics in a warm Miami setting.
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