WE Networking Breakfast LATAM

Headsquarter - The Hip

41 Talacker, 8001, Zürich, ZH, Switzerland

Wealth Experts (WE)

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Wealth Experts is a global multidisciplinary group comprising 60 professionals across 15 cities worldwide, specializing in legal services, investment banking, financing, wealth management, trust services, insurance, investment funds, and concierge services, including art, tailor-made vacations, and wines. The group primarily serves Latin American (LATAM) clientele, operating as a collaborative community to provide exclusive, customized financial solutions tailored to complex needs.With a focus on delivering strategic and personalized financial advice, Wealth Experts has successfully executed a variety of high-profile projects. These include organizing a webinar for successful athletes on branding and financial planning, restructuring debt for a football club, and facilitating private sales for high-value art collectors. The team has also connected crypto investors with financial institutions, refinanced mortgages for property owners, and raised capital for restaurant expansions. Additionally, they have developed private investment funds designed to offer tax and confidentiality advantages for high-net-worth individuals.By leveraging its extensive expertise and global network, Wealth Experts ensures comprehensive and innovative solutions for clients seeking to navigate the complexities of wealth management, investment, and financial structuring.