Latin America Overview

For over 20 years IPG has provided wealth structuring and transfer planning solutions for residents of Latin American countries including Bolivia, Brazil, Chile, Colombia, Dominican Republic, Ecuador, El Salvador, Guatemala, Mexico, Peru and Venezuela. Working with referral sources, individual clients and companies, IPG services the Latin America region from Miami where its operations include Spanish and Portuguese speaking sales consultants, field underwriting professionals and client service representatives who are dedicated to delivering appropriate planning solutions.

IPG understands and appreciates the issues Latin American residents are considering when they think about cross border planning, estate equalization, business continuity and sovereign risk. Having worked with over 300 families, our Latin American producers have extensive experience working with clients to develop the necessary plans and provide access to the appropriate products to provide peace of mind for our clients.

© 2018 International Planning Group, Ltd.