November 7 & 8
México, Monterrey
Pabellon M, Living Room F & G

INC Family Forum

Leadership and challenges for the present and future.

INC Family Forum is an exclusive space for first, second and third generation business families and directors of Family Office; in search of the continuity and the growth of the family patrimony through the commitment, leadership and entrepreneurship of the new generations.

The central theme this year is Family Office: the current and future challenges for the continuity and growth of the family patrimony throughout the generations. 

Our speakers

Why participate?

INC Family Forum the space to learn, share and discuss through firsthand experiences of leaders of Family Businesses in Mexico and Latin America; and of recognized consultants and advisors of world prestige in the field of Family Office.


Family Forum

9:00 to 10:00 Check In & Welcome  
10:00 to 10:15 Opening
Rogelio de los Santos – Chairman of IEEGL.
  10:15 to 11:00 Keynote: Governance in Long-lasting Family Firms
Gustavo Carvajal – Chairman of the Board at Carvajal S.A., leading company in Colombia for +100 years.
Member of Lansberg, Gersick & Associates.
  11:05 to 11:50 Keynote: The Key of Success – The Evolution of Wealth to Family Business
María Elena Lagomasino – CEO and Managing Partner of WE Family Offices.
Ex Chairman & CEO Private Banking at JPMorgan Chase.
  11:55 to 12:40 Keynote: Current Challenges of a Family Office
Richard Wilson – CEO & Founder The Family Office Club. Family Office bestselling author;
+1500 registered family offices investing $45 billion a year.
  12:45 to 13:45 Millennial Talk:  Creating Disruptions in the Family Business
Rodolfo Rubio – VP of Marketing, Communication and Institutional Image at Tecnológico de
Monterrey, 25 year career at blue chip companies (P&G, Black & Decker, and Leo Burnett).
Gilbert Devlyn –  Training and Development Manager at Grupo Devlyn.
  13:45 to 15:15 Networking & Lunch  
  15:20 to 16:20 Panel: Success Stories of Business Families in Uncertain Environments
Susana Coppel –  President at Coppel Foundation and Member of board at Grupo Coppel.
Claudia Visani – President of Inversora Lockey. Expert in Change Management,
Organizational Structures, and Crisis Management.
  16:25 to 17:40 Panel: Investment Trends in Family Offices
Pablo Odriozola Canales CEO of Arzentia. Independent Proprietary Director of Corporación
Juan Manuel Contreras Corpus – CEO of Ambar Capital. Has led projects and teams at McKinsey, AT
Kearney, Pepsi and GE.
Pablo Orlandi – Director of Energy Business Unit at SIDECO Americana (Argentine business group,
owned by the Macri family).
Nickolay Urbina – President of Grupo Urbina.
  17:45 to 19:00 Seminar: How to Create a Family Office?
Carol Pepper – Founder of Pepper International, a Family Office and consulting firm.
  19:00 to 20:30 Opening Cocktail  
9:00 to 10:15 Panel:Engaging the Next Generation through Entrepreneurship and
Juan Pablo Murra – VP of Relations and Development at Tecnológico de Monterrey
Ex Consultant  at McKinsey & Company.
10:15 to 11:30 Master-Class: Branding and Entrepreneurship Strategies for a Family
Rodolfo Rubio – VP of Marketing, Communication and Institutional Image at Tecnológico de Monterrey. 25
year career at blue chip companies (P&G, Black & Decker, and Leo Burnett).
Fernando Sandoval – Director of the Business Family Center. Member of the STEP Project for Family
  11:30 to 12:00 Reflections on the Event
Ignacio de la Vega – Dean of EGADE Business School. Expert in the areas of innovation,
entrepreneurship ecosystem development and corporate transformation.
  12:00 to 13:30 Conference: The World’s Top 18 Megatrends – Jeremy Gutsche
Jeremy Gutsche – NYT Bestselling Author and CEO of Trend Hunter. Consultant on innovation for Disney, Starbucks, Red Bull, Netflix



  21:00 to 00:30 Exclusive Networking Party  



Frequently Asked Questions

The total price is $14,000.00 MXN

for more information send an email to: arturo@incmty.com

No, but if you send an email to arturo@incmty.com we will provide a list with recommended hotels.

The event starts at 9:00 AM

This forum is designed for second and third generation family businesses.

For more information email us at: arturo@incmty.com

INC Family Forum Location

Be part of INC Family Forum




  • DAY

    November 7 & 8, 2018
  • Location

    Mexico, Monterrey
  • Contact

    (+52) 8183582000
    Ext. 6091