MIAMI EXECUTIVE EDUCATION

ABOUT US

MIA Educational Platform have been on a mission to train and provide valuable financial, investing, governance and wealth education to wealthy families, high net worth individuals and private investors in Latin America (LATAM) and Miami. We are pioneers in providing educational and networking opportunities to the founders, shareholders, heirs and next generation of family-owned businesses and private investors. We also serve family office managers, private bankers, wealth advisors, portfolio managers, attorneys, trustees, estate planning advisors, C-Suite, board members and Head Hunters.

We conduct programs, forums and workshops related to:

Private Wealth Management
Family and Corporate Governance
Private Equity and Capital Markets
Investment Management
Leadership
Mergers and Acquisitions
Venture Capital
C-suite Level
E-Learning Programs

We conduct workshops, forums and programs in Miami, Brazil, Chile, Colombia, Mexico, Panama, Peru, LATAM and Europe.These sessions are based on the best practices and trends identified by our School from our work and assessments with families and financial advisors both in Latin America and internationally.

E-Learning Programs Info

Natalie Klein

Brazilian fashion entrepreneur, shareholder of Via Varejo and NK Stores

The Program in Miami provided a much broader view of what our assets are and an understanding of the need to diversify even more than we did before. Now I have a much better idea of how institutions and banks approach managing private wealth. I’m more prepared and I talk at a different level - I know what to ask."

Rafael Escalante

Director of Batis Corporation Family Office Services, Mexico City

"Family Governance program was great in terms of faculty, and I especially benefited from a full-day devoted to communication skills, where we explored the differences in communication styles and emotional intelligence. I strongly recommend that module, it was very well executed. The faculty in Miami did a great job of putting a Latin American perspective into the family governance program.”

Alexandra Kafie

Knowledge is Wealth, Honduras, operating in Central America & USA

"I highly recommend the program in Miami to any and all family industries who want to learn how to protect and ensure their family’s wealth.”

Daniela Ramos

CEO of Ecuador-based AlcazarHold S.A., the family holding company and a third-generation family member

“Aside from the useful concepts and real-life examples provided in the course, the possibility of meeting people from all over the region who are facing similar issues is fantastic! The networking itself pays for the course. I would definitely recommend these programs to members of family groups and wealth managers like myself.”

Jorge Carstensen

Head of Wealth Management, Helvetica 1890 Family Wealth

"I’ve already recommended the program in Miami and will continue to do so. It’s a must-attend program for high and ultra-high net-worth families to gain a holistic view of their assets that would enable them to hold their advisors more accountable.”

PROGRAMS

Private Wealth Management Program in Brazil and Miami

Private Wealth Management will assist you to improve yours capabilities that can help you ensure the assets of your clients continue to grow. Faculty's market experience brings objective insights on the latest trends in investments, asset allocation and risk management.

Participants will expand their network, hearing from peers on best practices and trends within the industry. They’ll also gain technical expertise in key investment and financial performance tools, such as manager evaluation, asset allocation, risk management and compliance.

Who Should Attend

Ultra and HNWI
Family Office Professional
Private Investors
Wealth Advisors, Financial Advisor, Financial Broker, Financial Consultant, Private Bankers, Portfolio Managers, CIO's.
Investment Advisor, Investment Broker
Private Client Advisor