Team
Highly qualified and reliable professionalsFrom pioneers to leaders.
Over the course of more than a decade, we have been able to build a team where the views of specialists in finance, economics, tax and legal matters converge. This integration of experience and knowledge allows us to offer partners and clients an unparalleled insight into the markets where we are present and the solutions we can provide within the wealth planning and investments universe.
Alex Bermúdez De LeónFounding Partner
Santiago CostaPartner and CEO
Helmer ArizmendyPartner - North America
Sebastián CersósimoHead of Wealth Planning
Ignacio PiñeyroHead of MFO
Andrés SaciasHead of MFO
Mariana FaleroManager of Regulatory
& Compilance
María José DuránManager of Finance
& Administration
Derek WillansManager of Risk
Solutions
More than a decade of experience in the implementation of PPLI in Latin America
A multidisciplinary team that develops a robust planning strategy tailored to each family's objectives
An integrated, streamlined and efficient working relationship between our specialists, the intermediary and the final client
Committed, solid professionals dedicated to implementing the best solution for each situation