Profile

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With over 20 years of experience in the international marketplace Mary Oliva is a recognized leader in the industry and delivers insurance based solutions to the wealthy individuals residing in Latin America. Her unique risk management concierge approach gives Private and Institutional Clients instant access to world renowned experts, best of breed providers, competitive products and the highest service standards. Ms. Oliva delivers straightforward insurance based solutions to this highly complex and diversified jurisdiction, as is Latin America. With complete understanding of the regulatory and tax environment of the twenty different countries that make up the region, she is able to implement personalized solutions in a compliant and tax efficient manner. These solutions include but are not limited to General Risk Evaluation, Multijurisdictional Tax Planning, Charitable Giving Strategies, U.S. Beneficiary Planning, Business Continuity, Extraordinary Risks, Asset Protection, and Multi-Generational Planning.

Ms. Oliva is sought after as a recognized leader in the international insurance marketplace and has recently appeared as a featured speaker in the 2013 FIBA Wealth Management Forum in Miami, 2013 Forum 400 Conference in Bonita Springs, 2012 Terrapin Private Banking Latin American Conference in Miami, Florida. In addition, she has been a featured speaker at many international insurance symposiums and conferences sponsored by insurance companies, global financial institutions and law firms. Ms. Oliva authors a monthly article in the Wealth Protection Advisory Newsletter which has been published in newsletters, websites and newspapers including Listin Diario, El Caribe, Hoy, American Fidelity Newsletter, Spanish Chamber of Commerce Newsletter, Buenafuente and Funds Society.