Maria del Mar Ortiz, or Maria, has been a leader in the financial services industry of Puerto Rico. She began her career as the assistant to Treasurer at BBVA before shifting her focus to the private client side of the industry. As an Adviser for UBS Financial Services, she provided exemplary service to some of the most high-profile investors in the Caribbean. As always, Maria was never comfortable with basic service and recognized a shift in the needs of the sophisticated investor. She was an original pioneer of a new breed of advisor focusing her practice to help mainland investors understand and take advantage of unprecedented tax saving opportunities afforded to new Puerto Rican residents. In 2013, her talents were recognized by a private family fund, Sol Partners LLC, and because of these talents she was placed in a leading role to manage business activities for the family: a high design co-working space and a Non-Profit Organization focused on helping homeless people in Puerto Rico. Again she grew this business to a self-sustaining position and stepped out on her own in 2017 to lend her unique talent and market knowledge to her current role as founder of ‘We Got This’ a Premium Concierge Service in Puerto Rico focusing on Real Estate and Relocation needs. Maria received her undergraduate degree from the Kogod School of Business at American University, DC.
If you would like to know more about Act 22 and other tax incentives in Puerto Rico then please reach out to me!
About We Got This Realty & Relocation Concierge Puerto Rico
We Got This Realty & Relocation Concierge provides individuals, families and corporations high quality service facilitating a life transition or an investment transaction in Puerto Rico. Our focus is on providing real estate expertise, and all services that come along with moving or investing in the Island. Our goal and satisfaction is for clients to receive a trusted, ‘one-stop’ service that aims to value time, life’s greatest asset.