Isabella serves clients as an investment associate with an expertise in international taxation, estate planning and wealth transfer for Tripletail Wealth Management. Originally from Brazil, she has a law degree and joined the Brazilian Attorney’s Order in 2010, practicing asset tax planning and corporate law for eight years before moving permanently to United States. She was awarded a merit scholarship by The Lemman Foundation and finished her Masters of Laws and Economics in Switzerland. In the United States she has worked in Finance, initially focusing on Private Equity, moving shortly after to Private Wealth Management & Banking. She brings over fifteen years of international law, asset tax planning and finance/banking experience. Isabella has a unique professional background and approaches clients in an intentional personalized manner, bringing care and support to the specific client needs along the way.
Isabella speaks English, Portuguese and Spanish; she and her husband, Kenny, live in the Winter Garden, FL with their little daughter, Florence.
Education:
FDSBC, Law Degree. Brazil
Insper, LL.M in Corporate Law, Brazil
University of Saint Gallen, LL.M semester in Law and Economics, Switzerland
Designations/Licenses:
OAB, Brazilian Attorney’s License 303.501