escoger idioma

PRIVATE CLIENT

 

For high net worth clients residing in Latin America who seek International Wealth Protection strategies, we are a single-source solution dedicated to providing protection across a complete spectrum of risk through exclusive, concierge level service.

We are committed to protecting you, your family and your business by conducting a best in class risk analysis and coverage review. Our unique and streamlined approach is designed to efficiently identify and minimize threats of loss, liquidity gaps and risk exposure through:

Broad & flexible client-focused solutions designed around your individual concerns, needs and lifestyle
Highly rated, competitively priced products and compliant structures

Our tailored Private Client Wealth Protection Strategies will facilitate the ability to identify risk more clearly and the solutions to manage it more effectively, thus ensuring optimal wealth accumulation, preservation and
distribution while benefiting from exceptional quality of life.

Considerations:

Income Replacement
Debt Protection
Wellness & Critical Illness
Estate Equalization / Forced Heirship
U.S. and Multi-Jurisdictional Tax Efficiency
Business Continuity (Partnership & Key person)
Third Party Liability
Kidnap & Ransom
Fiduciary and/or Corporate Structures
Luxury Residences
Valuable Possessions (Exotic Automobiles, Jewelry, Fine Arts, Collectibles)

You are invited to schedule a Complimentary Consultation with our Private Client Division by contacting us
via email at privateclient@maryoliva.com