Ana Maria Correa

Ana is a Senior Wealth Advisor at Corvalier, helping ultra-high-net-worth families across Latin America navigate wealth structuring, governance and succession matters with confidence.

A Colombian attorney by training, she brings a rare perspective shaped by experience from across the advisory landscape.

Ana began her career at leading Colombian firms, advising on estate planning, family constitutions and corporate governance. She later joined BTG Pactual Colombia as Head of Wealth Planning, where she focused on long-term structuring for international families, before leading a single-family office in Medellín.

Having advised families from every side of the table - as an estate planning lawyer, wealth planner and single-family office executive - Ana brings an instinctive understanding of the priorities and pressures facing families, advisors and providers.

Ana also served for nearly six years as Chair of the Colombia Chapter of STEP, helping to shape professional standards and industry dialogue across the region. She holds a law degree from Universidad Pontificia Bolivariana and an LLM in International Taxation from IE Law School in Spain.

Based in Miami with her husband and son, Ana’s relationship-led approach is grounded in warmth, precision, and genuine curiosity, with an innate ability to connect with the people behind the wealth.