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Wealth Experts (WE). A Global Circle of Trust for High Net Worth Individuals.

WE stands for Wealth Experts — and also reflects our core belief: We thrive together as a group.
As an invitation-only global network, WE unites seasoned professionals dedicated to serving High Net Worth Individuals (HNWIs), families, and mid-sized companies through collaboration, trust, and shared expertise.

Our members include advisors from Fortune 500 firms and leading independent boutiques, bringing world-class experience across Banking, Legal Advisory, Real Estate, and Insurance.

We specialize in building tailor-made solutions with a strong focus on the Latin American market, combining global reach with local insight. At WE, collaboration isn’t just a name — it’s our way of working.

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Our Mission

We collaborate closely to address specific client challenges with a holistic approach, always striving to find the best possible solutions. Each of our members operates independently, fostering a friendly competition within the group to stimulate creativity and ensure a diverse range of alternatives for our clients. Additionally, we leverage our extensive experience, network, and global perspective to capitalize on market opportunities.

Group‘s Specialties

Wealth Management

Wealth Planning

Taxes

Venture Capital

Family Office

Private Banking

Investment Banking

Real Estate

Blockchain & Crypto

Mergers and Acquisitions (M&A)

Immigration

Startup Mentoring

Financing

Insurance

Art

Lifestyle/Holidays

Countries of expertise

Argentina

Eduador

Chile

Panama

Portugal

Uruguay

Switzerland

Brasil

Colombia

Mexico

Peru

Spain

USA

Venezuela

Our Membership

$300 / Year

Group members

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Wealth Experts (WE)

Group‘s Specialties

Contact Us

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