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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.

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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.

Groupā€˜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

Eduador

Chile

Panama

Portugal

Uruguay

Switzerland

Brasil

Colombia

Mexico

Peru

Spain

USA

Venezuela

Group members

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Wealth Experts (WE)

Groupā€˜s Specialties

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