International Wealth Planning Solutions, LLC (IWPS) was formed by three international estate planning professionals with over 60 years combined experience at the largest and most respected financial institutions including Merrill Lynch, Citibank, Morgan Stanley, and HSBC.

At IWPS our vision is to provide sound independent guidance to clients regarding appropriate international planning solutions for their wealth in order to ensure an effective and efficient transfer of such wealth to future generations while maximizing tax efficiencies during the clients’ lifetimes.

The solutions we offer are locally compliant and country specific for clients in Latin America and the Caribbean.

We work closely with our client’s trusted financial advisors, private bankers, attorneys, accountants, and family offices to ensure that the client’s unique solutions works seamlessly with the various parties involved.  We are committed to employing a collaborative approach with those advisors in order to best serve the client.

Our mission is to provide a superior level of personal service that is impossible to achieve at large institutions.  Regardless of whether the financial markets view the client as small or large, we believe that clients and their advisors deserve our full attention and focused effort to assist our clients with their international planning needs.  We pride ourselves on being responsive not only to the client primarily, but also to our clients’ bankers, tax and legal advisors, and financial advisors.