2018 EVENTS


To be announced


PAST EVENTS


IWP NEW YORK MEETING


December 19th, 2017


The Cornell Club,

6 East 44th Street,

New York, NY 10017


PRESENTERS


Anastasia Tonello


Katherine Toomey


Jill Ytuarte


Paul Behling


Ira Friedman


Richard LeVine


Tony Panebianco


Aaron Wolfson


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IWP ATLANTA MEETING


SignatureFD

1230 Peachtree Street, NE

Suite 1800

Atlanta, GA


September 28th, 2017


PRESENTERS


Kelly Faris


Jennifer Lindy


Craig Dodd


Andrew Fielding


David O’Rear


Jeffrey Rubinger


Hale Sheppard


Brent Randolph



IWP MEXICO EVENT SPONSORS











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IWP Lima Meeting


June 7th, 2017


Country Club Lima Hotel


Salon Imperial


CHAIRPERSON


Rosina Milligan


PRESENTERS


Clemencia Shaw Olaechea


Carlos Adauto


Javier Benavides


Jose Chiarella


Edgar Fernandez


Juan Carlos Franco


Gustavo Saravia


Fernando Nunez


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IWP PARIS MEETING

May 2nd, 2017


Hotel InterContinental Paris Le Grand






PRESENTERS


Stephanie Auferil


Marco A. Blanco


Benjamin Homo


Mark Leeds


Frederic Mege


Mercedes Moya


Chuck F. Schultz




IWP Miami Meeting

Wednesday, March 22


at Morton’s Steakhouse, Miami, FL



SEVEN PRESENTERS


Harold (Gus) Fletcher


Jim Cassidy


Edgar Fernandez


Perry Lerner


Andrew Rolle


Fuad S. Saba


Chuck F. Schulz


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FORO LIMA


FORO PLANIFICACION LEGAL PATRIMONIAL

Mayo 20 - 21, 2015, Lima, Peru at the 5 Star HOTEL COUNTRY CLUB in

Lima, Peru





CUZCO HIGHLIGHTS

2014



https://vimeo.com/iwp/cuzco-highlights



IWP LIMA VIDEO HIGHLIGHTS

























 

IWP EVENT SPONSORS

MEMBERSHIP

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All Rights Reserved

IWP


The simple idea behind International Wealth Planners (“IWP”) is to connect experienced wealth planners together for our mutual benefit.  Wealth Planners are collectively a unique, powerful and highly specialised professional group of advisors.  IWP provides an active forum for Wealth Planners to learn from experts and to share their knowledge, insight and experience.  IWP believes the transfer of knowledge from technical experts to Wealth Planners enables us to serve as the best trusted advisors to an international family.

  

IWP considers that successful wealth planning goes beyond tax and legal considerations and includes an understanding of human nature.  The exchange of ideas at our regular private meetings through an open and interactive discourse enables Wealth Planners to increase their expertise and get inspired for the opportunities ahead.


IWP does not try to be all things to all people.  The group’s sole focus is on the interests of Wealth Planners which enables the professional group to be both flexible and selective with its agenda. IWP takes a family centric perspective and aspires to deepen the understanding of a family’s challenges, concerns, goals and objectives.


MISSION: To be the leading supporter of the interests of Wealth Planners wherever located who engage directly with families. 


GOAL: To provide an educational platform where Wealth Planners can network,  and can become engaged culturally and philosophically.  IWP believes that an emotionally and cognitively intelligent Wealth Planner will deliver superior advice to families.