What is Wealth Experts (WE)?
Wealth Experts (WE) comprises seasoned professionals dedicated to serving High Net Worth Individuals (HNWI), families and mid-sized corporations. Members of this exclusive group, selected by invitation, include advisors from both Fortune 500 companies and independent boutiques. The primary areas of expertise cover tax, legal, wealth management, wealth planning, private banking, investment banking, commercial banking, insurance, accounting, and immigration. The group’s primary focus extends to the Latin American, North American and European markets.
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
Litigation
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
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
