perty="og:image" content="
General-Guisan-Quai 30, 3rd Floor, 8002 Zurich
UMA Swiss AG specializes in trustee, wealth structuring, estate planning, and corporate services to international clients from its office in Zurich, Switzerland. We provide knowledge, support, and administrative services to entrepreneurs and their families with global assets and structures.
UMA Swiss AG is a licensed Swiss trustee and a member of the Swiss Association of Trust Companies (SATC).
I have 19+ years of global experience working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring. I hold a Bachelor´s degree in Business Administration from Flagler College, Florida (USA), and a Masters in International Management from Oxford Brookes University (United Kingdom). I have an L.L.M in International Taxation and Financial Services from the Thomas Jefferson School of Law, California (USA), and am also TEP qualified.
In 1999, I started in the fiduciary industry in Curaçao, where for many years, I worked for a successful global fiduciary and trust provider. In 2008, I relocated to Zurich to enforce their local Swiss office by the creation of an International Trust team for the group and to expand their business development efforts in Europe. Prior to joining UMA Wealth Group as Managing Partner of UMA Swiss AG, I held multiple senior management positions. I also worked for a multi-family office as Senior Wealth Planner in Switzerland.
I have extensive experience and knowledge in working with global families and entrepreneurs from Latin America and other emerging markets, and I have an in-depth understanding of wealth management and fiduciary requirements for the region. My background, combined with many years of industry and market experience, makes for the perfect combination to ensure clients the expert and quality support and service they deserve.
I am fluent in English, Spanish, and Dutch, and also speak German.