Legal Elite Awards 2020
US BUSINESS NEWS / 2020 Legal Elite Awards 23 , Best International Wealth Structuring Group - South Florida connect with clients, providing needed reassurance and keeping lines of communications open. With its reputation for excellence, and award-winning service as one of the best international wealth structuring firms in the United States, Scotia’s International Wealth Structuring Group is fully deserving of this success. Company: Scotia Wealth Management – The International Wealth Structuring group Contact: Don Stubbs Website: https://www. scotiawealthmanagement.com Scotia Wealth Management (SWM) provides families with customized solutions for their unique financial and estate planning goals. SWM’s innovative, team-based approach to wealth management addresses the Total Wealth needs of a client’s life, including their family, their business, and their future, one facet at a time. The Miami-based Scotiabank International Wealth Structuring Group (IWSG) works in partnership with SWM clients. They bring in legal and tax advisors to design Miami-based Scotiabank’s International Wealth Structuring Group provides services to non-U.S. investors based outside of the United States. One of the leading banks across the Americas, Scotiabank offers personal and commercial banking, wealthmanagement and private banking, corporate and investment banking, and capital market services. Here’s more insight into ScotiaWealthManagement’s winning International Wealth Structuring Group. and implement the right solutions for non-U.S. investors based outside of the United States. Their service commitment provides an accurate, efficient, and seamless high-quality experience guided by six service standards: accuracy, responsiveness, friendliness, convenience, preparedness, and timeliness. To deliver on those six service standards, the IWSG specialists draw on Scotiabank’s local and international resources, meeting any specialized client needs in a proactive, effective, and timely manner. The fact that the International Wealth Structuring Group is client-focused allows them to find opportunity for clients, even in challenging markets. Given the coronavirus outbreak, Latin American tax reforms, and key international legislative changes, the IWSG team had to remain nimble, adapting in real time to align with ever-evolving government and public health recommendations. They ensured the safety of their employees while working to stabilize IWSG client relationships. As the situation unfolded, the team adjusted by finding new ways to From left to right: Stephen M. William, BA, TEP - Director - Jose Gomez, BA, MBA, TEP – Associate Director Don A. Stubbs, BA, MBA, TEP – Director & Group Lead - Mercedes Olivares, BA (Law), MA Law) – Senior Manager Oscar J. Guerra, LLM, MBA, TEP - Director - Christian Carrero, BA - Associate
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