Responds within 1 hour ยท No obligation
๐ (305) 504-6159I am an attorney with a sharp mind and a strong ethical foundation, focusing on private wealth management services for high net-worth clients, those with assets exceeding $24 million. My work primarily involves complex tax planning, trusts, trust and probate administration, and resolving various issues that arise. I also provide knowledgeable consultation to pre-immigration international clients, advising them on asset protection, tax management, and risk mitigation, while highlighting the financial and tax implications of relocating to the U.S. In addition to my client work, I take the initiative in driving internal operational improvements and enhancing the quality of client-facing presentations. I challenge the status quo to ensure that our practices not only meet but exceed client expectations. I am fluent in both English and Spanish, which allows me to communicate effectively with a diverse client base.