Family Office Summit

Oct 6-7, 2025 | Guatemala City

Central America & the Caribbean

Bringing together global impact investing practitioners, interactive learning, and peer mentorship to equip family offices with the tools and communities of practice as they integrate patient capital into their philanthropic and investment activities

This is a by-invitation event for a curated group of family offices from Guatemala, El Salvador, Panama and the Dominican Republic.

Key Themes:

  • Strengthening the case to deploy patient capital through blended philanthropic and investment strategies

  • Bridging gaps in access to finance in underserved markets.

  • Equipping next-generation leaders with skills to take active roles in investment decision-making.

  • Renewing clarity on family legacy, values, and purpose.

What Makes this Summit Different?

  • Wavetable Live Innovation Labs

    PUT YOURSELF IN A FOUNDER’S SHOES

    Experience the journey of starting an impact fund or running an SME through play-able innovation labs based on regional impact investing initiatives.

  • Family to Family Mentorship

    WHERE PEERS BECOME GUIDES

    Highly curated and confidential spaces to learn from the successes and failures of peers on their own philanthropic and investment journeys.

  • Experiential Learning

    INTERACTIVE BY DESIGN

    No panels and as few power-points as humanly possible. Instead we facilitate discussions and gamified activities specifically tailored to the unique needs of the group.

AGENDA HIGHLIGHTS

Monday, October 6th

Introduction to Impact Investing : 

  • Enterprise Solutions to Poverty in Action | Dr. Kim Tan, TBN

  • Young Family Office Leaders | Ignacio Arenas, LUCHA

Understanding Catalytic Capital : Masterclasses and live case studies with regional impact funds deploying catalytic capital and social enterprises.

  • Masterclass on Catalytic Capital

  • Live Innovation Lab: Launching an Impact Fund in South America

  • Live Innovation Lab: Accelerating Social Enterprises

  • Financial Innovations to fund SMES

Group Dinners with speakers

Tuesday, October 7th

Family Governance and Multigenerational Collaboration: Facilitated discussions, dynamic activities and group storytelling on best practices in family governance.

  • Family Values Mapping

  • Impact Across Generations: Stories of Multigenerational Collaboration with facilitated reflection

  • Effective Communication in the Succession Process

  • Family Matters Game: A dynamic activity to uncover and compare generational views on values, legacy, and purpose.

Action Steps and Shared Vision: Facilitated working sessions on thematic areas

  • Forming a Regional Fund

  • Leadership Development for Young Stewards

  • Collaborating with Impact Fund Managers

  • Best Practices for Sourcing Deal Flow for Impact

Closing Cocktail

 

Our Story

This summit is a collaborative effort between Transformational Business Network Americas and Francisco Marroquín University, bringing together decades of experience in entrepreneurship, impact investing and enterprise-based solutions to poverty.