7th Annual Private Wealth Brazil Forum São Paulo | March 21, 2023 Request Agenda

The 7th Annual Private Wealth Brazil Forum is the leading conference for RIAs, family offices, and private banks throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Brazil based leaders in the sector.

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.



Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Opening Bell: The Next 12 Months at a Glance

Top thinkers and leading investors in the private wealth space share their investment views about current asset allocation strategies and their projected macroeconomic outlook for the next 12 months.

The Equity Equation: Evaluating Impact on Portfolios

The growth of the Latin American and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and answer other crucial questions. 

Alternative Investments - Time to Shine

tlook for the next 12 months. With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced? 

Impact, ESG, and Responsible Investing 

ESG and impact investing opportunities and challenges continue to evolve on the global investor agenda. This panel will aim to answer several key questions.

Exploring Onshore vs. Offshore Jurisdiction Choices for Brazil

High-net-worth individuals should stay current on regulation, structuring, legislation, and services for wealth protection and tax efficient planning.

Fixed Income: Rising Trends Shaping Today's Landscape

Inflation is at its highest rate in four decades. Central Banks may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, in light of correlations between stocks and bonds.

The Future of Wealth Management 

The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business. 


Early Bird III 2,100 01/27/23
Pre-Event Registration I 2,400 02/17/23
Pre-Event Registration II 2,700 03/02/23
Event Registration 3,000 03/21/23
Early Bird I 1,500 11/18/23
Early Bird II 1,800 12/23/23


Renaissance São Paulo Hotel
Alameda Santos, 2233 - Jardim Paulista
São Paulo, Brazil



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