International Wealth Protection announced that Patricia Carral has joined the firm as Senior Vice President to support their exponential growth and demand for unparalleled wealth protection strategies.
Ms. Carral has been servicing Latin America’s high net worth clients for over 15 years. She was an integral member of HSBC’s International Private Bank and most recently served as Head of Private Clients – Latin America for Amicorp in Miami. She is a sought after industry expert given her experience in assisting ultra-high net worth families throughout the hemisphere with their generational wealth planning needs. Patricia, an active Trust and Estate Practitioner and a Board Member of STEP Miami Branch, has been a key participant in numerous wealth planning transactions that have involved global financial institutions, local and international accountancy and consulting firms, law practitioners and family offices. She specializes in identifying and creating the most sophisticated and suitable fiduciary solutions for the optimization of wealth preservation and transfer.
“I am honored to have Patricia join our team, her vast fiduciary experience will benefit our clients as the wealth planning and protection landscape is continuously evolving in Latin America and demands comprehensive leading edge strategies. International Wealth Protection represents the next generation of insurance based solutions and truly being able to provide clients with a holistic platform accomplishes this”, said Mary Oliva, President of International Wealth Protection.
“My decision to join International Wealth Protection stems from the realization that insurance based solutions play an integral role in developing a solid estate plan for our multinational clients. The immediate liquidity provided by insurance and its favorable tax treatment in most jurisdictions allows them to enjoy, grow and protect their wealth, for many generations to come”, said Patricia Carral.