International Wealth Planning Solutions Careers in Miami, FL

International Wealth Planning Solutions, LLC (IWPS) is a company 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. The solutions we offer are locally compliant and country specific for clients in Latin America and the Caribbean. We work closely with our client’s trusted financial advisors, private bankers, attorneys, accountants, and family offices to ensure that the client’s unique solutions works seamlessly with the various parties involved. We are committed to employing a collaborative approach with those advisors in o