CISA LatAm provides wealth planning services to clients and prospects. It also provides liaison services to existing clients. CISA LatAm is a Florida corporation registered with the Florida Office of Financial Regulation (OFR) as a Qualified Limited-Service Affiliate (QLSA), under Florida Statutes §663.531.
CISA LatAm is located in Miami, Florida, on Brickell Avenue in the heart of Miami’s financial district. Miami is the gateway to Latin America. Every major US banking institution that provides private banking services to Latin American clients is present in Miami, as well as Independent Asset Managers and Family Offices. In addition, many major law firms are present in Miami, advising international clients on private client matters, including estate planning, as well as cross-border and corporate transactional work. There are also a multitude of tax and accounting firms.
Certain described services are not offered to the general public in Florida but are marketed by CISA LatAm LLC exclusively to professionals and current or prospective non-US resident clients of affiliated ITE. The Florida Office of Financial Regulation does not provide safety and soundness oversight of CISA Latam LLC, does not provide any opinion as to any affiliated companies or products, and does not provide the oversight of CISA’s entities in the jurisdictions which they operate. CISA Latam LLC does not act as a fiduciary and does not accept fiduciary appointments, execute or transmit fiduciary documents, take possession of any assets, create a fiduciary relationship, make discretionary decisions regarding the investment or distribution of fiduciary accounts, provide banking services, or promote or sell investments.
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