Jorge Carstensen | Head of Wealth Management
Bancredito Financial Services - multi family office
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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 |
RoundtablesMulti-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
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