Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Jorge Carstensen | Managing Partner
Sophos Advisors

Jorge Carstensen, Managing Partner, Sophos Advisors

Jorge Carstensen is the lead wealth management advisor to client families at Helvetica 1890 Family Wealth. Jorge has over fifteen years of financial experience having worked with international clients at institutions such as Itaú Private Bank and Royal Bank of Canada. Previously Jorge was a senior advisor in a Mexico-based single family office managing a portfolio of commercial real estate properties. Jorge has a Bachelor of Science Degree from Texas A&M University in Kingsville, TX and has post-graduate diplomas in Advanced Management from McGill University in Montreal, Canada.  

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Appearances coming up:

Day 1


@ 11.10
Roundtables

Multi-family offices competing with private banks and the pros and cons of full service model

Moderator:  Jorge Carstensen, Head of Wealth Management, Grupo Bancredito

Michael Blank, Managing Director, Andbank

 

 

Why now is the perfect time to invest in US multifamily real estate

Moderator: Christopher Finlay, Chairman & CEO, Lloyd Jones Capital

 

 

Succession planning: how to fulfill the complex and differing needs of multi-generation family members

Moderator: Alexei Antoniuk, Director, The Rebel Yell Family Office

 

 

Smart money: how can family offices determine the next disruptors in urban transportation and real estate?

Moderator: Shaun Abrahamson, CEO and Co-Founder, Urban.Us

Stonly Baptiste, COO and Co-Founder, Urban.Us

 

 

 

Roundtable leaders and co-leaders include

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