Luis Felipe Ruiz

Luis Felipe Ruiz Email and Phone Number

Founder, International Wealth Planners, LLC @ Eastbrook Community
peachtree city, georgia, united states
Luis Felipe Ruiz's Location
Atlanta Metropolitan Area, United States
Luis Felipe Ruiz's Contact Details

Luis Felipe Ruiz personal email

n/a
About Luis Felipe Ruiz

Wealth Planner with nineteen years experience working for international families in protecting, holding and transferring their wealth. Designing state-of-the art wealth planning solutions to address a family's needs following an in-depth, detailed and reasoned approach. Restructuring existing solutions with the goal of mitigating risks, preserving tax efficiency and establishing effective control mechanisms. Organiser of seminars and conferences across range of financial centres focussed on wealth planning topics and human issues.

Luis Felipe Ruiz's Current Company Details
Eastbrook Community

Eastbrook Community

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Founder, International Wealth Planners, LLC
peachtree city, georgia, united states
Employees:
8
Luis Felipe Ruiz Work Experience Details
  • Eastbrook Community
    Ceo
    Eastbrook Community Jun 2016 - Present
    14 Eastbrook Bend, Peachtree City, Ga
    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.
  • International Wealth Planners, Llc
    Founder
    International Wealth Planners, Llc Aug 2010 - Present
    Georgia
    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.
  • Scotiabank
    Director, International Wealth Structuring, Scotia Private Client Group (International)
    Scotiabank Aug 2008 - Sep 2013
    Greater New York City Area
    Director, International Wealth Structuring, Scotia Private Client Group (International), Scotiabank
  • Merrill Lynch
    Regional Trust Professional
    Merrill Lynch 2000 - 2008
    Greater New York City Area
  • Lagutrop (K.) Ltd.
    Sales Manager
    Lagutrop (K.) Ltd. 1998 - 2000
    Kenya

Luis Felipe Ruiz Skills

Investments Wealth Management Services Wealth Management Estate Planning Wealth Portfolio Management Financial Advisory Private Banking Asset Management Banking Financial Structuring Investment Advisory High Net Worth Individuals Alternative Investments Private Equity Equities Hedge Funds Capital Markets Investment Strategies Investment Management Financial Services Asset Allocation Loan Origination Coaching Prime Brokerage Treasury Services Trust Services Fixed Income Strategic Financial Planning Relationship Management Securities Investment Banking Emerging Markets Analysis Mutual Funds Financial Markets Structured Products Retirement Planning Bonds Structured Finance Tax Financial Planning

Luis Felipe Ruiz Education Details

Frequently Asked Questions about Luis Felipe Ruiz

What company does Luis Felipe Ruiz work for?

Luis Felipe Ruiz works for Eastbrook Community

What is Luis Felipe Ruiz's role at the current company?

Luis Felipe Ruiz's current role is Founder, International Wealth Planners, LLC.

What is Luis Felipe Ruiz's email address?

Luis Felipe Ruiz's email address is fe****@****tal.com

What schools did Luis Felipe Ruiz attend?

Luis Felipe Ruiz attended Northumbria University, University Of Bristol, Sedbergh School.

What are some of Luis Felipe Ruiz's interests?

Luis Felipe Ruiz has interest in Cross Border Planning, Family Enterprise, Wealth Structuring, Estate And Succession Planning, Investing And Wealth Structuring.

What skills is Luis Felipe Ruiz known for?

Luis Felipe Ruiz has skills like Investments, Wealth Management Services, Wealth Management, Estate Planning, Wealth, Portfolio Management, Financial Advisory, Private Banking, Asset Management, Banking, Financial Structuring, Investment Advisory.

Who are Luis Felipe Ruiz's colleagues?

Luis Felipe Ruiz's colleagues are Kevin Fisher, Myrna Reagan, Michelle Daniel.

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