PH Molon Tower
Piso 5, Calle Aquilino de la Guardia
0819-10660, El Dorado
Ciudad de Panamá, Panamá
1291 Group Latam Ltd is based in Panama City, Panama. We focus on bespoke wealth planning advisory, specializing in international life insurance and investment solutions. 1291 Group Latam serves individuals and intermediaries domiciled in Mexico, Central-, South America and the Caribbean.
We aim to optimize our clients' privacy, asset protection, taxation, compliance and estate planning. We work in close cooperation with private banks, asset managers, law firms and tax professionals. We offer tax-compliant solutions for clients from most Latin American countries, helping protect their wealth and achieve their goals.
As a member of the 1291 Group we can tap into a vast knowledge-network of professionals, lawyers, financial specialists and international tax experts.
1291 Group was founded in 2000 and is licensed in over 35 countries. We work with more than 50 insurance companies in 16 jurisdictions and offer tax-compliant solutions in over 60 countries.
I have been a Partner at 1291 Group since 2021, where I drives client relationship growth for high-net-worth (HNW) families and businesses across Latin America. I hold a Bachelor’s degree in
Law from Universidad CatĂłlica de Santiago de Guayaquil and an MBA from
IDE Business School. I am a fully qualified Trust and Estate
Planning (TEP) practitioner.
With over 16 years of experience in the trust and financial services
sectors, I bring expertise honed across Ecuador, Curaçao, and
Panama, previously working with leading fiduciary service providers such
as Morgan & Morgan and Amicorp. I specialize in delivering
tailored asset protection, succession, and wealth planning solutions for
Latin American clients.
In addition, I co-authored GestiĂłn Patrimonial Familiar
(“Family Wealth Management”), published by the Colombian Tax Law
Institute (ICDT), and serve as a Guest Professor of International
Estate Planning at Universidad de los Andes, Colombia.