Luisa D. is the Director of UK operations at Trusted Advisor, where they provide tailored succession planning for Americans and US-connected families in London. With a focus on enhancing and securing family legacies, Luisa assists clients in transitioning from asset accumulation to preservation for future generations. They previously served as a Private Client Associate at Vie International, where they gained expertise in investment advisory and financial planning. Luisa holds a First Class Honours degree from the University of Oxford.
Location
London, United Kingdom
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