Luis Felipe Ruiz

Luis felipe ruiz

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location of Luis Felipe RuizAtlanta Metropolitan Area
Followers of Luis Felipe Ruiz1000 followers
  • Timeline

  • About me

    Founder, International Wealth Planners, LLC

  • Education

    • Sedbergh school

      1988 - 1993
    • Northumbria university

      1996 - 1997
      Diploma in legal practice
    • University of bristol

      1993 - 1996
      Bachelor of law
  • Experience

    • Lagutrop (k.) ltd.

      Jan 1998 - Jan 2000
      Sales manager
    • Merrill lynch

      Jan 2000 - Jan 2008
      Regional trust professional
    • Scotiabank

      Aug 2008 - Sept 2013
      Director, international wealth structuring, scotia private client group (international)

      Director, International Wealth Structuring, Scotia Private Client Group (International), Scotiabank

    • International wealth planners, llc

      Aug 2010 - now
      Founder

      IWP seeks to connect Wealth Planners across all generations for our mutual benefit. Our professional group works with international families and their advisors in protecting, preserving and transferring wealth across generations. IWP comprises Wealth Planners working for financial institutions and family offices. A key feature of our group are the regular meetings we hold where we discuss areas of interest in great depth. Subjects covered include mental health, tax and legal areas, reporting, estate planning, succession planning, cross-border planning and family enterprise. Full Membership to IWP is available to Wealth Planners interested in an annual subscription providing an important range of valuable benefits. Show less

    • Eastbrook community

      Jun 2016 - now
      Ceo

      CEO of Eastbrook Community comprising seven commercial office buildings with approximately 63,000 square feet of office space for aspiring entrepreneurs and professionals located in the south Atlanta area. Eastbrook Community currently manages commercial properties for over 200 members in Peachtree City and Tyrone working in private offices, shared offices and co-working space.

  • Licenses & Certifications

    • Financial planning certificate of the chartered insurance institute

      Chartered insurance institute