Hector Chacon
Wealth Management/Wealth Planning Executive | High performance team leader
- Role
- Executive Director at Global Wealth Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Executive Director
Dec 2023 — Present · US
At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.We provide tailored-made solutions to create liquidity through life insurance and premium-financed structures. We do so to address potential liabilities such as estate taxes, buy-sell agreement funding, debt payoff due to a premature passing, or the equalization of an estate as part of the family’s business succession goals.Through our consultative approach, we work with the family and their team of legal and tax advisors, family offices, and financial advisors to identify the family’s goals, needs, and concerns. Global Wealth was founded on a mission to provide comprehensive and trusted advice to our clients regardless of where they are in the world. We aim to be our clients\' advocate while providing education and perspective on the topic of wealth and succession planning so they can make informed decisions on what is best for their families.
Education
Instituto Tecnológico Autónomo de México
Bachelor's Degree
IPADE Business School
Master of Business Administration (M.B.A.)
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