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.
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
- Brasil
- Chile
- Colombia
- Ecuador
- Mexico
- Panama
- Peru
- Portugal
- Spain
- Switzerland
- Uruguay
- USA
- Venezuela
- Argentina
- Brasil
- Uruguay
- Chile
- Colombia
- Venezuela
- Ecuador
- Mexico
- Switzerland
- Panama
- Peru
- USA
- Portugal
- Spain
- Switzerland
- USA
- Uruguay
- Venezuela
Argentina
Eduador
Chile
Panama
Portugal
Uruguay
Switzerland
Brasil
Colombia
Mexico
Peru
Spain
USA
Venezuela
Our Membership
Group members
Group‘s Specialties
- Investment Banking
- Wealth Management
- Blockchain & Crypto
- Taxes
- Wealth Planning
- Mergers and Acquisitions (M&A)
- Venture Capital
- Immigration
- Litigation
- Insurance
- Financing
- Art
- Lifestyle/Holidays
- Family Office
- Private Banking
- Real Estate
Contact Us
