Summit in Mexico City - After a covid-related postponement, the Latam Family Office Investment Summit, organized by Alea Global Group, a single family office in Kuwait, returned to Mexico 28-29 March 2022 and celebrated its success. The Summit featured panel discussions and fireside chats with business leaders and family offices who have the power and passion to create social impact in meaningful ways.

Over 75 family offices attended the summit. Esteemed speakers and attendees explored diverse topics including regenerative agriculture, digital currency such as Avacado Coin, impact investments in Latam, soccer as a platform for social change, artificial intelligence, climate-focused investments, and wealth preservation.

Leah Zveglich, CEO of Aster Coop led a round table discussion on structuring a family office clarifying what family office is and is not, purpose and benefits of family offices and other operational details.

She led a fireside chat with Alvaro F Peña O. and Travis Crocker about the wealth and mental health. Alvaro shared with personal experiece of his dear friend’s suicide and his own attemp and Travis shared mental health professional’s perspectives. Alvaro ended the session emphasizing “It’s OK not to be OK. It is not OK not to ask for help!”, a powerful message.

-Learn about the dangers associated with wealthy lifestyle.

-How to avoid the traps of boredom and excess, from addictions to depression and anxiety.

-Simple daily steps for prevention of problems.

-Treatment for existing problems including serious addiction and mental health issue.

She led a fireside chat with Richard Shaheen about soccer as a way to build community and influence social change. People passion, affiliation and devotion to a success team have can used to drive positive change.

Her session on succession planning received applaud from participants. Many of them find the topic relevant to their businesses and personal life. The key lessons was, we play different roles at different stages in life: learning generation, practicing generation and mentoring generation. The idea that succession planning is appointing my successor and I move out is wrong. It’s a role transition from learning to practicing, and from practicing to mentoring. As people live and work longer, succession planning is becoming a critical issues to successfully create work culture that allows multiple generations to work together harmoniously leveraging each generation’s strengths

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