abstract
Global Investors' Symposium Mexico City 2024

Forum for Family Asset Management (Invite only)

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Family offices are unique, evolving entities that mature over generations. As we experience the largest wealth transfer in history—an estimated $84 trillion passing from Baby Boomers and the Silent Generation—family offices are poised to have an unprecedented impact on the global economy. The need for these entities to maintain and strengthen relationships has never been more critical. What strategies can family offices adopt to ensure sustainable growth and deepen their global influence?

    Opening Remarks

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    Erin Lubitz

    Associate Director, Business and Program Development, Milken Institute

    Moderator

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    Joel Levin

    Chief Investment Officer, LCA Capital

    Speakers

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    Guadalupe Rodriguez

    Chief Investment Officer, Talipot
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    Christopher Rogers

    Partner, Knollwood Investment Advisory