Juan Manuel Gonzalez

Juan Manuel Gonzalez Email and Phone Number

Converge Wealth Planning Inc @ International Private Client Conference
Juan Manuel Gonzalez's Location
Miami, Florida, United States, United States
About Juan Manuel Gonzalez

Experienced on Wealth Planning strategies focusing on assisting UHNW families and Individuals with a focus on Latin America. Skilled in International Tax, Private Banking, Tax Law, Trusts, and Wealth Management Services. Strong operations professional with a Master of Laws (LLM) focused in Tax Law/Taxation from University of Miami School of Law.

Juan Manuel Gonzalez's Current Company Details
International Private Client Conference

International Private Client Conference

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Converge Wealth Planning Inc
Juan Manuel Gonzalez Work Experience Details
  • International Private Client Conference
    Co-Founder
    International Private Client Conference May 2023 - Present
    Miami, Florida, United States
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  • Converge Wealth Planning Inc
    President
    Converge Wealth Planning Inc Aug 2022 - Present
    Miami, Florida, United States
  • Banco Itau Europa International
    Vice President Wealth Planning Officer
    Banco Itau Europa International Nov 2010 - Aug 2022
    Miami/Fort Lauderdale Area
  • Banco Itaú International
    Senior Vice President
    Banco Itaú International Nov 2010 - Aug 2022
    Miami, Florida, United States
  • Step Miami
    Chair
    Step Miami Feb 2018 - Dec 2019
    Miami, Florida
  • Santander Private Advisors
    Assistant Vp
    Santander Private Advisors Jun 2005 - Oct 2010
  • Bdpb
    International Tax Associate
    Bdpb 2004 - 2005

Juan Manuel Gonzalez Skills

International Tax Private Banking Wealth Management Services High Net Worth Individuals Tax Law Trust Services Estate Planning Cross Border Transactions Estate Tax Planning Trusts

Juan Manuel Gonzalez Education Details

Frequently Asked Questions about Juan Manuel Gonzalez

What company does Juan Manuel Gonzalez work for?

Juan Manuel Gonzalez works for International Private Client Conference

What is Juan Manuel Gonzalez's role at the current company?

Juan Manuel Gonzalez's current role is Converge Wealth Planning Inc.

What schools did Juan Manuel Gonzalez attend?

Juan Manuel Gonzalez attended University Of Miami School Of Law, Universidad Del Rosario.

What skills is Juan Manuel Gonzalez known for?

Juan Manuel Gonzalez has skills like International Tax, Private Banking, Wealth Management Services, High Net Worth Individuals, Tax Law, Trust Services, Estate Planning, Cross Border Transactions, Estate Tax Planning, Trusts.

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