Private Wealth Solutions
About Us
Private Wealth Solutions for Private Clients is a privately-owned Miami based company highly specialized in life insurance solutions and multi-jurisdictional wealth planning work for high and ultra-high Latin American net worth families.
PWS has a unique expertise in the implementation of life insurance solutions, helping Private Clients reach their goals in terms of protection, optimization and transfer of their wealth to subsequent generations.
PWS works continually with Latin American financial and legal advisors to devise and implement comprehensive plans that match and adjust to each family´s needs with a unique expertise in the uses of life insurance solutions.
PWS aims to be the key business partner of LATAM financial and legal advisers.
Why choose us?
Our Expertise
PWS is about implementation. The choice of the correct product/solution requires careful and specialized planning. To be able to help the financial and legal advisors in the implementation phase, PWS introduces the most suitable life insurance companies and corporate service providers, and coordinates and supervises the implementation of the strategy and conducts periodic suitability reviews on an ongoing basis.
Extensive support network
Our team
PWS has built an extensive support network, including strong relationships with top law firms in the main Latin American countries and hubs, such as Miami, New York, Houston, Zurich, Geneva, Mexico, Ecuador, Colombia, Perú, Brazil and Chile.
PWS team guides client´s advisors in implementing an effective life insurance-based solution, depending on client´s home jurisdiction, to achieve their wealth planning objectives, including succession planning, security, and international portability.
PWS does not undertake direct client acquisition, nor does it offer investment funds, investment management, investment advice, asset management, legal or tax advice, or corporate and trust services.