OUR TEAM
Our team´s experience is our biggest differentiator. We incorporate innovative best practices and a complete dedication to the long-term performance of our client families. Our team members and advisory board were carefully selected not only for their expertise but for their contributions to our client families and their philosophy.
Originally from Mexico City, Veronica has lived, studied and worked around the world
CEO
Veronica Yepez Reyna
Consultant
Consultant / Trusts & Wealth Specialist
Betsabet De La Garza
Consultant
Consultant, Center for the Next Generation
Mario Davila
Director
Director, Family Office Services
Ignacio Ruelas
Consultant
Consultant / Tax & Wealth Specialist
Priscilla De La Vega
Advisor
Advisor / Coaching