An exclusive community of trusted UHNW family offices and individuals committed to meaningful collaboration across Latin America and beyond.
Who We Are
A Trusted Space for Latin America's Most Respected Family Offices
The LATAM Family Office Society was born from a simple yet powerful vision: to create a trusted space where Latin America's most respected family offices could connect, collaborate, and grow together, while securing a meaningful seat within the global family office ecosystem.
We are the first and only organization of its kind that brings together Latin American family offices while formally representing them and their interests in a unified structure in the United States.
“Ensuring Latin America's voice, influence, and opportunities are represented on the world stage.”
Leadership
Board of Directors
Lourdes M. Castillo
Founder & Chair
Founder of the LATAM Family Office Society and Co-Founder of the Economic Club of Miami. CEO of LMC Communications, the first South Florida PR firm focused on crossover communications between Latin America and North American markets. Commissioner on the Florida Commission on the Status of Women (2008-2013) and Co-Founding Partner of MIT's Global Co-Creation Lab in South Florida.
Daniel Leon
Family Office Chair
Fifth-generation member of the Romero family, founders of Grupo Romero, one of Latin America's most influential business groups. Founder and Executive President of Acacia, the single family office of the Helguero-Romero branch. Miami-based, bridging Latin American legacy enterprises with the U.S. family office ecosystem.
Advisory Board
Raul Martinez
Founder and CEO of Black Bull Investors Club and Black Bull Corporate Club, two global private investment and networking platforms bringing together family offices, business families, institutional investors, and C-level executives across Latin America and the United States.
Consuelo Vanderbilt
Seventh-generation descendant of Cornelius Vanderbilt. CEO and Co-Founder of SohoMuse. Entrepreneur, philanthropist, and singer-songwriter.
Eduardo Arista
Attorney and CPA with over 25 years of experience. Partner at Holland & Knight, specializing in asset protection and wealth transfer for multinational families.
Felipe Bosch Gutierrez
President of LOSA GROUP of the Bosch Gutierrez Family Office. Over 30 years of experience in the Central American region.
Gabriela Pulido
Co-Founder and President of Scalto and Co-Founder of Remarkly. Over 30 years of experience in strategic initiatives for global brands. BS in Engineering from Columbia University.
Jose Antonio Alicea
Principal and Florida Lead for International Tax at Grant Thornton LLP. Master of Laws in Taxation from Northwestern University.
Joshua Vivar
Principal at BHYH Group with expertise in business strategy, analysis, and investment advisory.
Laura DiBella
Government Affairs Advisor at Adams and Reese LLP. Former Secretary of Commerce and President/CEO of Enterprise Florida.
Mariela Cisneros
Marketing, sales, and brand management professional. Led roles at Pepsi-Cola Venezuela and implemented early education programs across Latin America.
Paul Szczepaniak
Executive Director and Banker at J.P. Morgan Private Bank. Provides strategic advice and institutional access to successful individuals and families.
Rosemary Sagar, CFA
Principal and Chief Investment Officer of Sagar Family Office. Allocating to private funds since 2004. Former CIO of Kingdon Foundation. MBA from Columbia University.
Russell Deakin
CIO and Managing Partner of Aceana Group. Over 30 years of experience across North America, Europe, Asia, and South America in private equity and venture capital.
Balki Aydin
Senior Financial Crime Compliance Advisor at The Mekong Club. Over 13 years in management consulting. Master's from Seton Hall University.
Membership Process
Invitation-Only Access
All memberships are by invitation only and subject to approval by our Advisory Board
Family Office Membership
For Latin American Family Offices
Reserved for established family offices from Latin America with a presence or significant interest in the United States.
- ✓By invitation only
- ✓Qualification interviews
- ✓Vetted by peer group from LFOS Advisory Board
- ✓Must demonstrate high integrity and business ethics
Friends of Society
High-Caliber Service Providers
May include family office entities from other jurisdictions and top-tier service providers who bring value to our community.
Accounting firms, law firms, banks, financial professionals, and professional fiduciaries
- ✓Invitation based on value to the community
- ✓Rigorous vetting process
- ✓Must align with Society values
- ✓Annual fee required
Get in Touch
Request an Invitation
Membership is by invitation only. Complete the form below and our Advisory Board will review your application.