Join the Discourse on Successful Wealth Planning

Connecting Wealth Planners With Each Other

An Active Forum for Innovative Wealth Management Ideas


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 specialized 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.


“I started this group because I felt there was a huge disconnect between international Wealth Planners and experts which limited our ability to better understand and serve the families that engage us. A fresh start was needed and IWP came into existence. IWP encourages discussion and debate on major areas of interest to wealth planning. Our private meetings provide a unique format for our discussions that are open to all Wealth Planners, invited guests including families and their advisors.”

IWP creates boutique events covering areas that impact international families. Events are held in the Americas and Europe with plans to hold similar events in the Middle East and Asia. These unique events allow for personal development, growth, an opportunity to connect with like-minded professionals and focusing on integrated structuring solutions while following a holistic approach.

IWP is passionate about wealth planning understanding the challenges and complexities faced by Wealth Planners. IWP always seeks to deliver high-quality events for its members and attendees. IWP invites industry experts from a range of industries to present to a targeted audience. Over 100 video recordings from previous meetings are now available for Full Members of IWP to review.

Felipe Ruiz, Wealth Planner
Atlanta, GA


2020 Conferences Coming Soon!

Past Events

Past Conferences

A Vision for Latin American Families

May 17 - 19, 2016
InterContinental Miramar Panama


Pablo Alvarez de Linera

Partner, GTA Villamagna Abogados

Percy Castle Alvarez-Maza

Partner, Casahierro Abogados

Juan Pablo McEwan

Partner, McEwan & Associates
Buenos Aires, Argentina

Sergio Parra Sabal

Family Business Consultant Lawyer
Caracas Venezuela

Alfredo Sanchez Torrado

Partner, Chevez Ruiz Zamarripa
DF, Mexico


Anastasia Tonello

Laura Devine Attorneys

Katherine Toomey

Lewis Baach Kaufmann Middlemiss PLLC

Jill Ytuarte

Morgan Stanley Investment Management

Paul Behling

Withers Bergman LLP

Ira Friedman

Morgan Stanley

Richard LeVine

Withers Bergman LLP

Tony Panebianco

Grassi & Co.

Aaron T. Wolfson

Lewis Baach Kaufmann Middlemiss


We are grateful to all our corporate sponsors for supporting the idea of IWP and creating unique memorable events.


IWP invites medical experts to discuss areas of mental health to deepen our understanding of the human condition. By incorporating such knowledge in the creation and implementation of planning solutions, goals such as the protection of the vulnerable, may be achieved. Without fully understanding and addressing the health issues at the outset, solutions will likely not achieve the desired goals. Mental health is a critical planning consideration which IWP seeks to include in our wealth planning discussions.