Why Clients Choose Me
1. Truly Independent — Your Interests Come First
I do not sell financial products or accept commissions from third parties.
This complete independence allows me to act solely in your best interest and to offer financial advice based on evidence, integrity, and long-term perspective.
2. Strategic Stability in Uncertain Times
In a world with growing uncertainty and risk, families and entrepreneurs face increasingly complex financial decisions. Financial markets and global developments are more volatile and unpredictable than ever. My role is to bring more structure, calm, and direction to your financial decisions. Every recommendation I provide is rooted in data, research, and proven financial principles. I leverage advanced AI-driven analytical tools to enhance research depth and efficiency, while maintaining the human judgment essential for strategic wealth decisions. This disciplined approach protects your wealth from emotional decision-making and helps you stay on course through volatile times.
3. Global Perspective with Local Insight
With professional experience across Europe, China, and Mexico plus credentials from the CFA Institute, IE Business School, and the University of Texas at Austin I bring a truly international understanding of markets, assets, and currencies. From cross-border family holdings to international diversification, I convert global complexity into clear strategic choices.
4. Confidentiality and Long-Term Partnership
I build long-term relationships based on mutual trust, transparency, and confidentiality. My role is to serve as a long-term financial advisor for families and entrepreneurs, helping them navigate wealth transitions, governance challenges, and cross-generational planning with stability and confidentiality.
My Value Propositions
My approach combines independent judgment, academic precision, and two decades of practical experience in financial markets.
I support families and entrepreneurs in building sustainable financial structures, informed by research and guided by real-world practice.
Independent Financial Advisory for Family Wealth
Helping families and entrepreneurs make confident financial decisions in uncertain times.
Strategic Asset Allocation & Portfolio Architecture
Performance Controlling & Transparent Reporting
Alternative Investments & Private Markets Access
ESG Investment Strategies
Comprehensive Wealth Planning
Portfolio Strategy & Investment Advisory
Business & Wealth Transition Planning
Sustainable & Responsible Investing
Comprehensive Expert Opinions on Capital Markets and Securities.
Financial analyses and expert opinions for legal disputes, divorce proceedings, and inheritance cases
Scientific expert opinions for complex valuation issues in the financial and capital market sector
