Event Date: Jueves, 20 Marzo 2025

Event Location: Headsquarter, Talacker 41, 5th floor, 8001 Zürich

WE’s first exclusive, in-person presentation in the vibrant city of Zürich.

It was an extraordinary experience, featuring a sold-out event that brought together over 40 esteemed professionals from leading firms, including private banks, law firms, trust companies, family offices and insurance brokers—all united by a shared commitment to serving Latin American clients.

The core message we shared was simple yet powerful: Collaboration is the path to success for all of us – especially for our clients and prospects.

 

 

Our panelists shared inspiring success stories of creative collaboration, showing how, as a Zürich-based community with a focus on Latin America, we can collectively deliver exceptional value to our clients. The speakers were:

Our vision for the future is clear: when it comes to family office matters, we want your clients and prospects to call you first, leveraging our expertise and support.

Thank you to everyone who joined us for this inspiring event. Stay tuned for future gatherings, where we’ll continue to build and elevate this remarkable community. 🚀

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