As a Wealth Director, I work closely with international families, entrepreneurs, business owners, and highly compensated executives across the United States and Latin America. I offer integrated strategies for growing and preserving wealth—serving as a fiduciary ally across investment management and estate planning—while coordinating with tax, trust, and cross‑border advisors to reduce complexity and alleviate the stress that often accompanies significant global assets. Clients describe me as high‑touch, proactive, and relentless in my desire to help, bringing clarity and continuity to multi‑generational wealth.