Edgar has over 30 years’ experience advising ultra- high net worth individuals and families throughout Latin America. His professional experience includes working for such institutions as Citibank, Merrill Lynch, and Morgan Stanley. He started his International Private Banking career at Citibank in New York City in 1982.

Edgar later joined the Bank of Boston’s Miami office for a brief period as a Private Banker, after which he joined Barclays Bank plc in Miami to establish and develop the international trust business for its Latin American clients. Edgar joined Merrill Lynch Bank & Trust Company’s Miami Rep office in 1989 and was Director – International Trust & Wealth Structuring for The Americas through 2010. Edgar was Director of International Trust and Executive Director at Morgan Stanley.

Edgar has a degree in International Finance & Marketing. He is fluent in English and Spanish and is proficient in Portuguese.and is a member of the Society of Trust and Estate Practitioners (STEP).

Edgar is a founder of International Wealth Planning Solutions, LLC.

Octavio has been advising clients in Latin America for over 20 years. During his years at Merrill Lynch and HSBC he advised clients from virtually every county in Latin America and the Caribbean regarding the appropriate structuring of their wealth. He is well versed in the specific legal concerns in each country and is able to adequately discuss the relevant issues with clients and their attorneys.

He has a Bachelor’s Degree in Business Management and a Law Degree and is a member of the Society of Trust and Estate Practitioners (STEP).

Octavio is fluent in English, Spanish and Portuguese.

Octavio is a co-founder of International Wealth Planning Solutions, LLC.

Marcelino has over 25 years’ experience advising some of the wealthiest families in Latin America. His previous professional experience includes working for firms such as Citigroup and Smith Barney. While working closely with the client and their legal and tax advisors, he assists international high-net-worth clients and their families in all aspects of inheritance planning and transfer of wealth from one generation to the next.

Marcelino specializes in cross border planning and family governance. He has a Bachelor’s Degree in Finance and a Master’s Degree in Accounting and is a member of Society of Trust and Estate Practitioners (STEP).  Marcelino is fluent in English and Spanish.

Marcelino is a co-founder of International Wealth Planning Solutions, LLC.