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.
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Originally from Mexico City, Veronica has lived, studied and worked around the world

CEO

Veronica Yepez Reyna 

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Consultant

Consultant / Trusts & Wealth Specialist

Betsabet De La Garza

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Consultant

Consultant, Center for the Next Generation

Mario Davila

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Director

Director, Family Office Services

Ignacio Ruelas

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Consultant

Consultant / Tax & Wealth Specialist

Priscilla De La Vega

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Advisor

Advisor / Coaching

Ann marie Houghtailing