Americas Family Office Forum 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Americas Family Office Forum 2014

Felipe Ruiz | Founder
International Wealth Planners

Felipe Ruiz, Founder, International Wealth Planners

Felipe Ruiz is a wealth Planner with thirteen years experience working for international families in protecting, preserving and facilitating the transfer of their wealth. He consults with select families and their independent advisors on their short and long-term goals and objectives while addressing their concerns and overall risks. He also designs state-of-the art wealth planning solutions to address a family's needs following an honest, objective and reasoned approach and restructures existing solutions with the goal of improving a family's life.  

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Appearances coming up:

Day 1


@ 11.50
Private Banking LatAm Roundtables

Investing in illiquid real estate in South America
Moderator: Juan Carlos Ojeda, Head of Wealth Planning, Banchile (Chile)

 

Investing in Colombia from the government p erspective

Margarita Coronado, Directora de Fondos de Capital Privado, Bancoldex

 
 
 
Art investments; managing illiquidity, opacity and transaction costs
Moderator: Annelien Bruins, Chief Operating Officer, Senior Art Advisor, Tang Art Advisory (US)
Ronald Varney, Principal, Ronald Varney Fine Art Advisors (US)
 
 
Protectors of trusts; the evolving role of protectors, possible risks, and the potential benefits
Moderator: Felipe Ruiz, Founder, International Wealth Planners (US)
 
 
Sourcing angel investments: AngelList, intermediaries (don’t!), and your network
Moderator: Faquiry Diaz, CEO, Tres Mares Group
 
 
 
 
 
 
 

sponsors
Title Sponsor
Sun Life Financial International at Americas Family Office Forum 2014
Cocktail Sponsor
Greenberg Traurig at Americas Family Office Forum 2014
Gold Sponsor
Pershing at Americas Family Office Forum 2014
Gold Sponsor
BNY Mellon Wealth Management at Americas Family Office Forum 2014
Silver Sponsor
American Regional Center Group at Americas Family Office Forum 2014
Silver Sponsor
LCR Capital Partners at Americas Family Office Forum 2014
Silver Sponsor
Schroders at Americas Family Office Forum 2014
Bronze Sponsor
Bancoldex at Americas Family Office Forum 2014
Associate Sponsor
Lloyd Jones Capital at Americas Family Office Forum 2014
Associate Sponsor
International Planning Group at Americas Family Office Forum 2014
Other
Deep Data at Americas Family Office Forum 2014
co-located with
  • Private Banking Latin America 2014