WE Family Offices Speaks at Leading Private Wealth Forum

WE Family Offices Partners Joseph Kellogg, Rocio Ortega and Julie Neitzel recently provided their ESG and impact investing expertise as featured speakers at the 7th Annual Private Wealth Latin America & Caribbean Forum.

This forum, which is a leading meeting for family offices, wealth managers, RIAs, private banks and asset managers, took place on October 22-23 in Miami, Florida. Building upon previous years’ success, this year’s event raised the bar to take conversations deeper and provide high-level content on topics such as asset allocation, wealth management, asset protection, succession planning, private client management, offshore structuring, as well as tax, trust and estate planning.

During the forum’s first day, Kellogg acted as the moderator for a panel discussion about how families can maintain their wealth in a transparent world. Then, on the following day, Ortega discussed the importance of impact and ESG investing on a panel while Neitzel conducted an interview on how to drive urban growth, revitalization and investment through creative community development.

Attendees of this year’s Annual Private Wealth Latin American & Caribbean Forum represented more than 30 countries with a total of 400 experts on the private client landscape in Latin America and the Caribbean. Click here to learn more.