
MEXICO
Family Office & Investors Summit 2025

CDMX - MEXICO
May 28th & 29th 2025
The St. Regis Mexico City
Register
8:15 am to 9:00 am


Welcome
9:00 am to 9:10 am
Black Bull Room 1

Master Presentation
9:10 am to 10:00 am
Black Bull Room 1
Elevator Pitch - Exhibition of investment projects and various solutions
10:05 am to 10:53 am
Black Bull Room 1


Break
10:55 am to 11:15 am

ASSET MANAGEMENT AND STRATEGY:
Portfolio diversification in volatile markets: strategies for Mexican investors
11:15 am to 12:00 pm
Black Bull Room 1
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FAMILY OFFICE TECHNOLOGY:
Leveraging financial technology and digital tools for wealth management
11:15 am to 12:00 pm
Black Bull Room 2

PREPARING THE NEXT GENERATION:
Education, governance and entrepreneurial mindset
11:15 am to 12:00 pm
Black Bull Room 3
Break
12:00 pm to 12:20 pm


Business 1-1 meetings
12:20 pm to 13:20 pm
Black Bull Room 1 & 2

Buffet food
13:20 pm to 14:40 pm
Restaurant
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REAL ESTATE INVESTMENTS:
Unlocking value in a dynamic real estate market
14:40 pm to 15:25 pm
Black Bull Room 1
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LEGAL AND TAX CONSIDERATIONS:
For Mexican Family Offices in a Globalized Economy
14:40 pm to 15:25 pm
Black Bull Room 2

CROSS-BORDER AND GLOBAL PERSPECTIVES:
Cross-border investments: Navigating opportunities between Mexico, the United States and Latin America
14:40 pm to 15:25 pm
Black Bull Room 3
Break
15:25 pm to 15:45 pm


Business 1-1 meetings
15:45 pm to 16:25 pm
Black Bull Room 1 & 2
Break
16:25 pm to 16:45 pm

WELCOME COCKTAIL
18:00 pm to 19:30 pm
Bar
