IWPS

International Wealth Planning Solutions, LLC (IWPS) was formed by three international estate planning professionals with over 60 years combined experience at the largest and most respected financial institutions including Merrill Lynch, Citibank, Morgan Stanley, and HSBC... At IWPS our vision is to provide sound independent guidance to clients regarding appropriate international planning solutions for their wealth in order to ensure an effective and efficient transfer of such wealth to future generations while maximizing tax efficiencies during the clients' lifetimes... IWPS provides sound independent guidance to clients who are resident in and citizens of countries in Latin America and the Caribbean regarding the appropriate international planning of wealth in order to ensure its efficient and effective transfer to future generations in a manner that maximizes fiscal efficiencies.

Primary location: Coral Gables United States