The new standard of wealth thinking in Mexico

Next Generation Legacy For Mexico

June 09-10, 2027 | San José del Cabo, B.C.S

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+200

Business Leaders

+20b USD*

In combined AUM

3 Gen.

Intergenerational dialogue

Mexicoisreadytoelevatetheconversation

About

An intimate space.

Cumbre Legacy is the first platform in Mexico dedicated to creating a safe, authentic and strategic space around wealth preservation, legacy building and the evolution of .

The Experience

Transcending the traditional format.

We have created an ecosystem where wealth strategy and exceptional hospitality converge seamlessly. The environment aligns precisely with the responsibility that preserving your wealth entails.

Actionable Wealth Intelligence
01
Rigorous analysis that translates into executable decisions from day one.
Unfiltered Clarity
02
Direct conversations about the topics that truly matter to wealth.
Hospitality To Remember
03
Every detail designed to endure, not simply to function.
Absolute Sensory Synchrony
04
Space, rhythm and content aligned with millimetric precision.

Official Cumbre Legacy Magazine

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Agenda

Curated from the wealth and family office perspective.

The full agenda will be announced soon. Every session and panel at Cumbre Legacy has been rigorously curated, reflecting the imminent transformation of Mexico's financial and wealth landscape.

Full agenda to be announced

Sunset gathering by the sea in Los Cabos

The Evolution of Capital

Analysis of the rise of independent wealth managers, the displacement of traditional banking and the necessary transition toward more sophisticated, personalized capital structures.

Speakers

Speakers To Be Announced

We are carefully curating the voices that will define the next generation's wealth conversation. The full list will be revealed soon.

Announcement coming soon

Hosts

A strategic alliance to elevate the wealth standard.

Prestel & Partner, with more than 15 years of global experience curating high-level forums, and Grupo Mesarey, with national context, converge in a strategic alliance to articulate the definitive conversation on wealth, legacy and family in Mexico.

Venue

Your paradise in Los Cabos. An experience without limits.

An absolute luxury retreat in Baja California Sur, recognized in the 2025 Michelin Guide and awarded by Condé Nast Traveler.

A private resort facing the Sea of Cortez. Intimate sessions, curated dinners and reflection spaces designed for conversations without distractions.

Confirmed attendees will receive access to a private portal to book their stay at the host hotel with exclusive rates.

5★ ResortSJD Airport 20 min

Discover The Venue→

Solaz, Los Cabos

Baja California Sur, Mexico

Registration

Legacy is built in the conversations you choose to have.

Limited to 200 leaders. Application by invitation.