Cross-Border Wealth Advisory for Miami and Latin American Families

Many Manaco Private Wealth clients hold assets, family, or business interests across both the United States and Latin America. That kind of financial life brings real coordination challenges that a single-country plan doesn't account for: where accounts are held, how assets are taxed on each side of the border, and how an estate plan actually works when family and property span more than one jurisdiction. From our office in Brickell, we work with Miami-based families and business owners, as well as families throughout Latin America, whose financial lives span multiple countries and jurisdictions.

What Cross-Border Planning Coordinates

• How and where accounts are held and reported across jurisdictions
• U.S. tax treatment of foreign assets, and foreign tax treatment of U.S. assets, coordinated with your tax professionals
• Estate planning that accounts for family, property, and beneficiaries in more than one country
• Currency exposure and the practical considerations of moving assets between countries

Custody and Account Oversight

Client assets are held at BNY Pershing, which provides clearing and custody services for accounts introduced through Insigneo Securities, LLC and, where applicable, serviced through Insigneo Advisory Services, LLC. Account statements are provided by the custodian, and transactions are processed only with appropriate client authorization. Learn more about BNY Pershing and other available custodians at insigneo.com/about-us/how-we-work.

Where We Coordinate, Not Replace

Cross-border tax and legal advice is provided by qualified independent third-party professionals. Our role is to coordinate your overall financial plan around that advice. We help you understand how the pieces fit together and make decisions with the full picture in view rather than one jurisdiction at a time.