Shaping the future of wealth and legacy
The inaugural Hispanic & Latino Wealth Forum gathered influential families, founders and business leaders for a day of curated dialogue on legacy, philanthropy and investment strategy. Through expert-led sessions and candid conversation, the event highlighted the unique perspectives shaping wealth across generations and celebrated the community’s role in driving economic growth. The program underscored the importance of connection, collaboration and culturally attuned insights in building lasting impact for Hispanic and Latino families.
50
families
16
Cities
17+
Industries represented
Family Legacy Panel
Rosa Santana, Lisa Navarro, Nicole Navarro; Partners at Santana Group
Moderator: Gaby Smith, J.P. Morgan Private Bank HLWS Lead
Moderator: Gaby Smith, J.P. Morgan Private Bank HLWS Lead
Rosa Santana and her daughters, Lisa and Nicole Navarro, shared the Santana Group’s evolution from a single-room start to a thriving, multi-generational enterprise. The discussion highlighted the family’s approach to succession, the importance of trust and mentorship, and the willingness to take risks and adapt as the business expanded into new industries. The panel explored how open communication and clearly defined roles have helped the family navigate challenges and make pivotal decisions together. The conversation also underscored their commitment to community engagement and the values that continue to shape both their business and their legacy.
Investment Panel
Monica DiCenso, J.P. Morgan Private Bank Global Head of GIO
Clay Erwin, J.P. Morgan Private Bank Global Head of Sales and Trading
Clay Erwin, J.P. Morgan Private Bank Global Head of Sales and Trading
Monica DiCenso and Clay Erwin offered a candid look at today’s investment landscape, describing it as one of the most complex and intriguing periods in recent memory. The discussion explored the crosscurrents shaping markets, from persistent inflation and geopolitical fragmentation to the durability of earnings growth across sectors. The panel highlighted how investors are navigating higher cash balances, seeking diversification beyond the U.S. and tech, and reassessing fixed income as rates remain elevated. DiCenso and Erwin emphasized the importance of selectivity, adaptability and a global perspective, noting that while uncertainty remains, opportunities may emerge for those willing to look beyond the obvious and embrace a more nuanced approach to portfolio construction.
Protecting What Matters Most
Michelle Maratto, Cyber Advisory, J.P. Morgan Private Bank
Michelle Maratto delivered an energetic and practical session on the evolving landscape of cyber risk, emphasizing that digital threats now extend well beyond the headlines. She highlighted the growing sophistication of cybercriminals, from deepfakes to social engineering, and underscored the importance of vigilance for individuals, families and organizations alike. Maratto shared actionable strategies for strengthening cyber hygiene, protecting personal information and navigating the risks of AI-powered scams. The talk reinforced that robust cybersecurity is a family affair—requiring strong passwords, privacy awareness and a healthy dose of skepticism in an increasingly connected world.
Family Office Discussion
Jorge Woldenberg, CEO at CORPAC Group
Moderator: Will Sinclair, Head of Family Leaders Group and Co-Head of the Global Family Office Practice
Moderator: Will Sinclair, Head of Family Leaders Group and Co-Head of the Global Family Office Practice
Jorge Woldenberg and Will Sinclair explored the evolving role of the family office as a catalyst for unity, governance and long-term purpose. Woldenberg reflected on his family’s journey and the deliberate steps taken to instill values, foster independence and proactively address the challenges of affluence. The conversation highlighted practical strategies for avoiding “affluenza,” including clear communication, age-appropriate transparency, and a culture that prizes effort and merit over entitlement. Woldenberg shared a framework for understanding family archetypes and emphasized the importance of conflict resolution, adaptability and a shared platform that enables each member to pursue their own path while staying connected. The session underscored that sustaining a thriving family enterprise requires intentionality, humility and a willingness to evolve as the family grows more complex.
The American Dream Initiative
Carolina Jannicelli, Global Head of Diversity, Opportunity and Inclusion
Carolina Jannicelli delivered a deeply personal and forward-looking talk on the power of intentional leadership and legacy within the Hispanic and Latino community. Drawing on her journey from a small business family in Central America to leading global diversity efforts, she underscored the importance of resilience, work ethic and a sense of duty that extends beyond individual achievement. Jannicelli highlighted the firm’s commitment to economic inclusion, including the American Dream Initiative aimed at expanding opportunity for millions of small business owners and families. Her remarks emphasized that true legacy is built not only through wealth, but through values, stewardship and the doors opened for others—reminding the audience that leadership is measured by the impact left on families, communities and future generations.
John Leguizamo Fireside Chat
John Leguizamo, Emmy Award-winning actor and playwright
Moderator: David Frame, CEO Global Private Bank
Moderator: David Frame, CEO Global Private Bank
John Leguizamo brought humor, candor and depth to a conversation that traced his journey from a self-described “black sheep” to a celebrated voice for the Latino community. Reflecting on early challenges, Leguizamo described how a lack of representation in media fueled his drive to create original work that reflected the world he knew—ultimately opening doors for others. The discussion explored the persistent barriers in Hollywood, the importance of allies, and the power of storytelling to reshape narratives and inspire future generations. Leguizamo emphasized the responsibility that comes with success, advocating for greater inclusion, cultural pride and the creation of new platforms for Latin excellence. His story underscored that legacy is built not just through personal achievement, but by empowering others and expanding the possibilities for the next generation.
The Hispanic & Latino Wealth Forum convenes visionary leaders and families committed to growth, fostering dialogue and sharing strategies that may help shape opportunity and strengthen legacy for generations to come
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