Miami Advisory & Banking Summit

The First Annual Miami America Advisory & Banking Summit is a one day completely live meeting of financial advisors and bankers serving markets across Latin America, the Caribbean and South Florida. Conversations at the event are based on 20+ years in the industry of our team and will focus across Asset Allocation, Wealth Structuring, Planning, Country and Regionally Specific Issues, Marketing an Advisory Firm and M&A in the industry.

Join Portfolio Summits for a day of networking and conversation with the most sophisticated advisors in the region on July 28th.

Host or Publisher IC Summits