Thrive South of the Border at the Latam Family Office Summit

Where Latin America's Wealthiest Minds Come to Do Business

The LATAM Family Office Investment Summit is one of the most exclusive gatherings for Latin American family offices and high-net-worth investors in the world. Two major editions are active right now:

Edition	Date	Location
Miami 2026	March 11-12, 2026	Novotel Miami Brickell
Mexico City 2027	April 13-14, 2027	The Ritz-Carlton, Mexico City

Both events are private, vetted, and invitation-style — designed for serious allocators, not open trade shows.

Latin America is attracting serious capital right now. The region supplies roughly 35% of the world's lithium and 40% of its copper. Its fintech sector has grown from 703 firms in 2017 to over 3,000 by 2023. And it faces a potential US$2 trillion infrastructure gap by 2030 — which spells opportunity for family offices willing to look south.

These summits exist to connect the right people to those opportunities, in a room where over 70% of attendees are actual allocators.

I'm Jordan Hutchinson, founder of Jets & Capital and a family office principal with deep roots in private equity and exclusive investor networking — exactly the world the LATAM Family Office Investment Summit was built for. My experience connecting ultra-high-net-worth individuals at curated, high-trust events gives me a front-row view of what makes these summits genuinely worth your time.

What is the LATAM Family Office Investment Summit?

At its core, the latam family office investment summit is a premium, private-club-style gathering designed to bridge the gap between global capital and Latin American opportunities. The Miami 2026 edition, held on March 11–12, 2026, at the Novotel Miami Brickell, represents the pinnacle of this cross-border financial ecosystem.

This summit serves as a highly confidential, relationship-first environment. Unlike massive, noisy trade conferences, this event is designed to feel like an intimate boardroom. It brings together single-family offices, multi-family offices, ultra-high-net-worth individuals (UHNWIs), and hand-picked investment funds to dissect macro trends, share co-investment opportunities, and establish trusted partnerships.

For family offices looking to navigate the complexities of cross-border wealth management, the summit provides an invaluable roadmap. To understand how this fits into the broader global landscape of private wealth events, you can explore our comprehensive Family Office Investment Summit Guide 2026.

The ultimate goal of the Latam Family Office Investment Summit is to help families preserve and grow their intergenerational wealth by looking beyond traditional corridors. With Miami firmly established as the "capital of Latin America" for private wealth, the venue provides a neutral, highly regulated, and sophisticated backdrop for families to discuss structure, tax, and alternative investments.

Keynote Speakers at the Miami LATAM Family Office Investment Summit

The caliber of any private investment summit is defined by the minds in the room. The Miami 2026 edition features an exceptional lineup of political leaders, macroeconomic experts, and technology pioneers who understand the unique dynamics of the Latin American market:

• Dr. Leonel Fernández: The three-time President of the Dominican Republic and current President of the Global Foundation for Democracy and Development (GFDD). His keynote addresses the shifting geopolitical dynamics and trade relationships within the Caribbean and broader Latin America.
• Paul Renner: Former Speaker of the Florida House of Representatives, delivering welcoming remarks that highlight Florida's role as a secure, pro-business gateway for Latin American wealth.
• Lourdes Castillo: A prominent family office strategist, speaking on "De Miami a Latinoamérica: El nuevo plan para la estrategia transfronteriza de riqueza e inversión" (The new blueprint for cross-border wealth and investment strategy).
• Daniel Leon Helguero: Founder of Acacia Holding SFO, sharing peer-to-peer insights on how single-family offices are structuring alternative asset allocations.
• Eduardo Fidalgo (Advisor, Camero Family Office) and Alain Gamas (Director, Gamas Family Office): Offering practical case studies on managing family governance and succession planning amidst regional volatility.
• Jesse Coors-Blankenship and Gregg Hill (Co-founders and General Partners of Parkway Venture Capital), moderated by Nekeshia Woods (Managing Partner): Presenting a forward-looking keynote titled "Beyond Human Intelligence: How Quantum Computing and AI are Rewriting the Rules of Existence," focusing on how emerging tech is reshaping asset management.
• Brigid Connor (Vice President, Preqin, a part of BlackRock) and Fernanda Contreras (Director, Americas International, Preqin): Hosting a fireside chat on global market trends and their direct impact on LATAM alternative assets.

Comparing the Miami and Mexico City LATAM Family Office Investment Summit Editions

While both events share a common goal of fostering high-level investment relationships, they cater to different strategic angles and geographic focuses. To help you decide where to allocate your time, we have mapped out the primary differences:

Feature	Miami Edition (2026)	Mexico City Edition (2027)
Dates	March 11–12, 2026	April 13–14, 2027
Venue	Novotel Miami Brickell (Miami, USA)	The Ritz-Carlton, Mexico City (Mexico)
Primary Focus	Cross-border wealth, US-LATAM structuring, AI, and Quantum Tech	Regional deep-dives, local operational real estate, Middle East-LATAM partnerships
Vibe	International financial hub, gateway focus	Deep local market immersion, institutional access

The Miami edition acts as a strategic bridge for families looking to externalize capital, secure assets in hard currencies, and explore cutting-edge venture capital in the US. On the flip side, the Mexico City edition provides a boots-on-the-ground look at near-shoring, local real estate developments, and direct regional co-investments. For a broader look at how these events shape global capital flows, read our analysis on the Family Office Investment Summit.

Exclusive Experiences and Attendee Benefits

What separates a world-class summit from a standard conference is the structure of the networking. The latam family office investment summit is meticulously designed to avoid the "awkward standing around with cold coffee" dynamic. Instead, it utilizes structured formats to ensure meaningful business gets done:

• Pre-Scheduled 1-to-1 Meetings: Before arriving in Miami, attendees use a private portal to review pre-qualified profiles. You can schedule intimate, one-on-one meetings with peers, fund managers, or service providers who align exactly with your current mandate.
• Interactive Discussion Sessions: Rather than passive listening, these sessions invite family members and investors to debate current asset trends, share pain points, and compare notes on portfolio construction.
• Concise Elevator Pitches: Selected, pre-vetted entrepreneurs and fund managers present their projects to an audience of qualified allocators. The format is rapid, high-impact, and strictly monitored to respect everyone's time.
• Thematic Roundtables: Small, closed-door tables allow family offices to dive deep into highly sensitive topics—such as succession planning, dual citizenship, and tax structures—away from the ears of service providers.

These structured environments are designed to turn cold introductions into warm, long-term collaborations. For more tips on making the most of these formats, check out our guide on Family Office Networking.

Target Audience and the 70:30 Allocator Ratio

To protect the integrity of the event, the organizers enforce a strict attendee profile. The summit maintains a highly rewarding 70:30 split of family offices to service providers.

This ratio is the gold standard for high-end wealth events. It ensures that family offices are surrounded by actual peers, creating a relaxed, low-pressure environment where they can speak openly. In fact, looking back at the 4th Edition of the summit in April 2024, the event attracted 131 Single Family Offices and High-Net-Worth Individuals, where family offices represented 72.1% of the room, and service providers made up just 27.9%.

The typical attendee profile includes:

• Single Family Offices (SFOs) looking for direct deal flow and co-investment partners.
• Multi-Family Offices (MFOs) seeking specialized asset managers.
• Ultra-High-Net-Worth Individuals (UHNWIs) exploring wealth preservation strategies.
• Selected Sponsors & Service Providers (law firms, trust companies, tech providers) who have been heavily vetted for their regional expertise.

This commitment to quality over quantity is exactly what we champion at Jets & Capital. If you want to understand why this ratio is so critical to successful deal-making, read our deep-dive on the Single Family Office Summit.

Addressing Macro Trends in Latin America

Latin America is no longer viewed by global family offices as merely a volatile, commodity-dependent region. In 2026, it is recognized as a hotbed of structural growth drivers. The summit focuses heavily on helping families capture these macro shifts while managing downside risk. To see how these trends translate into actionable pipelines, explore our insights on Family Office Deal Flow.

Critical Minerals and Energy Transition

The global push toward decarbonization has placed Latin America at the center of the clean energy supply chain.

• Resource Dominance: The region supplies approximately 35% of the world’s lithium and 40% of its copper.
• The Lithium Triangle: Chile, Argentina, and Bolivia control over 60% of the world's lithium resources, making them indispensable partners for the global electric vehicle and battery storage industries.
• Economic Impact: Accelerating the energy transition could boost South America’s annual GDP growth by an additional 1.1 percentage points through 2050, potentially creating 12 million new energy-sector jobs.

Institutional players are already moving. For instance, mining giant Rio Tinto committed US$900 million for a stake in Chile’s Maricunga lithium project. For family offices, the opportunity lies not just in direct, capital-intensive resource extraction, but in the surrounding value chain: logistics, water management, local infrastructure, and ESG-compliant technology.

Fintech Boom and Infrastructure Demands

Beyond natural resources, the region’s digital and physical landscapes are undergoing a massive overhaul:

• The Fintech Revolution: Due to a historically unbanked population and high mobile penetration, Latin America’s fintech ecosystem has exploded. The sector grew from just 703 firms in 2017 to over 3,000 by 2023. The total market valuation is projected to rocket from US$71 billion in 2024 to over US$125 billion by 2033.
• The Infrastructure Investment Gap: According to the Inter-American Development Bank, Latin America requires up to US$2 trillion in sustainable infrastructure investment by 2030 to meet its development goals. This massive gap presents family offices with stable, inflation-linked real asset opportunities in toll roads, clean energy grids, and deep-water ports—particularly in near-shoring hubs like Mexico.
• Agribusiness and Food Security: As the world's leading net food exporter—with food exports reaching approximately US$349 billion in 2022—the region is vital to global food security. Strategic alliances, such as the joint venture between the Saudi Agricultural and Livestock Investment Company and a Mexican food group, highlight the massive global appetite for LATAM's agricultural supply chains.

Registration, Sponsorship, and Venue Logistics

Attending the latam family office investment summit in Miami requires passing a strict pre-qualification process. Because this is a private-club-style event, registrations are subject to Advisory Board approval to maintain the integrity of the 70:30 allocator-to-provider ratio.

For brands looking to gain deep, trusted visibility among Latin America's elite wealth owners, several sponsorship tiers are available:

• Platinum & Gold Sponsors: Enjoy prominent speaking slots, exclusive hosting rights for VIP dinners, and dedicated 1-to-1 meeting areas.
• Silver & Bronze Sponsors: Gain high brand visibility, structured networking access, and curated introductions to matching family offices.
• Strategic Partners: Collaborative opportunities for regional associations, educational institutions, and select media outlets.

The 2026 Miami edition is hosted at the Novotel Miami Brickell, located in the heart of Miami’s financial district. This upscale, modern venue offers the perfect blend of high-end business amenities and intimate spaces, making it highly convenient for international travelers flying into Miami International Airport. To learn more about how to navigate these elite environments, read our guide on Family Office Events.

Frequently Asked Questions about LATAM Family Offices

What are the key investment sectors in Latin America for 2026?

The most compelling sectors for family offices in 2026 include fintech (expanding financial inclusion to a market of 650 million people), critical minerals (lithium and copper driving the global energy transition), agribusiness (leveraging LATAM's status as the world's leading net food exporter), and infrastructure (targeting the US$2 trillion development gap, especially via near-shoring opportunities in Mexico).

How do family offices structure cross-border investments from Miami?

Miami serves as the primary legal and financial gateway for Latin American wealth. Families typically utilize Florida-based trusts, Delaware LLCs, and international corporate structures to protect their assets from regional currency volatility and political instability. The summit features dedicated legal and tax experts to discuss robust wealth preservation frameworks.

What is the typical attendee ratio at these summits?

The event strictly enforces a 70:30 ratio, meaning at least 70% of the room consists of Single Family Offices, Multi-Family Offices, and UHNWIs (the allocators), while a maximum of 30% is reserved for highly vetted sponsors and service providers. This ensures high-quality, peer-to-peer networking without the noise of typical commercial conferences.

Conclusion

The LATAM Family Office Investment Summit remains an essential calendar fixture for any serious investor looking to tap into Latin America's structural growth engines while building lasting, trust-based relationships. Whether you are navigating the energy transition, investing in the fintech boom, or structuring cross-border wealth, having the right peers in the room is everything.

At Jets & Capital, we take this philosophy of ultra-exclusive, high-trust networking to the next level. We organize bespoke, invite-only events for family offices, elite investors, and UHNWIs inside private jet hangars—such as our highly anticipated Super Bowl Edition in San Francisco, California.

By enforcing a strict vetting process that guarantees an 85% allocator ratio, we eliminate the noise and curate environments built purely for high-value deal-making and genuine relationship building.

If you are ready to elevate your network and access institutional-grade deal flow in a setting like no other, explore our upcoming events and discover how we drive long-term Family Office Growth.

Don't wait for the next major market shift—Secure Your Ticket with Jets & Capital today.