Welcome
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.
