Working with Mary Oliva is always a rewarding experience for Private Clients and their advisors. Her deep technical knowledge of Private Client solutions, paired with her distinguished network of clients and unparalleled recognition in our industry, makes International Wealth Protection a key ally for world-class families and top technically oriented Private Client organizations.

Mary’s service was invaluable to me and my family as we navigated the purchase of life insurance, which, from the outside, is a complex and difficult-to-understand process and product. On the execution side, Mary, together with her team, was equally impressive, providing logistical support and constantly following up in real time to make sure I was being taken care of properly.

While I’ve only worked with Mary and the team at International Wealth for a few months, they’ve demonstrated a level of expertise in their market that is differentiated in the industry. If you need to navigate the complicated high-net-worth foreign national market, this is your team. Their depth of knowledge in the space, ability to package difficult cases, and key relationships with the carriers that matter are just what you need to get business across the finish line.

Mary’s professionalism, knowledge about products, knowledge about local regulatory requirements, vast experience, and attention to detail have placed her in a unique position. Her name is a point of reference in countries in Latin America where offshore life insurance products are available.

As a senior officer with two major life insurance companies, I have known Mary Oliva for over ten years and have found her to be one of the most knowledgeable and capable brokers working in the Latin American market. Her expertise in wealth transfer strategies, multi-jurisdictional taxation, insurance product design, and insurance product selection ensures that Mary’s clients are always in a better position after having worked with her.

Since our first contact with Mary five years ago, she has been helping our clients with insurance solutions ranging from simple to very sophisticated ones, always with great care and dedication to bring the best options. This is the kind of partnership that creates value for our clients, and we want to keep it for many years.

Mary and her team provide critical strategic partnership in meeting our clients’ risk management needs, with her keen insight and deep expertise in positioning appropriate solutions — from the complex to the basic. In a post-CRS world, status quo doesn’t stand a chance in getting the job done.

Throughout my career in the international life insurance market, I had the pleasure, as an executive of a life insurance company, of learning so much from Mary’s quality international cases. Mary is dedicated to ensuring she provides quality insurance-based solutions for her complex and diverse clients. The international life insurance market is fortunate to have such a competent and professional adviser.