Perpetum Consulting
Business Consulting And Services
San Diego, California, United States
5 employees
- Employees
- 5
- Contacts
- 4
- Emails
- 4
Perpetum Consulting Overview
- Headquarters
- San Diego, California, United States
- Phone Number
- Available in AeroLeads
- Website
- perpetumconsulting.com
- Industry
- Business Consulting And Services
- Employees
- 5
- Founded
- 2016
- Company Email
- Available in AeroLeads
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting Services
About Perpetum Consulting
We offer family office services for a small group of ultra high net worth international families helping them leave a legacy for future generations. Perpetum Consulting serves high net worth families in Latin America and the United States by providing support through our experience as trustees, company managers, attorneys and coaches. We are here to protect your family’s interests and help you navigate challenges such as transition planning, ownership change, wealth accumulation and wealth management issues, conflict resolution as well as family and business governance. Our firm has over 20 years of international experience in the private wealth industry, working with family-owned business, family dynamics, and wealth accumulation across generations and borders. We have extensive experience in compliance with multiple tax and legal systems, and help clients plan for multi-jurisdiction and intergenerational ownership change. Our inclusive approach focuses on the family as a whole. We help foster trust among the family members and look at wealth in a way that ensures a legacy. The work we do is confidential and personal in nature, and often involves an extensive evaluation of family dynamics and business structures. We are not interested in selling products or services for commissions and fees. Instead we are fully dedicated to build trust and empower families to manage their wealth with intention and purpose.
Perpetum Consulting Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Perpetum Consulting Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Priscilla De La Vega | Consultant / Tax & Wealth Specialist En Perpetum Consulting | Mexico |
Email
|
| Betsabet De La Garza | Trusts & Wealth Advisor and Attorney | San Diego, California, United States |
Email
|
| Veronica Yepez | Family Office Services - Wealth Planning and Coach - Nextgen Whisperer - Facilitator - Board Member | San Diego, California, United States |
Email
|
| Mariana Becerril Marin | Attorney, Compliance Specialist, Business Coach, Advocate of Diversity & Inclusion and Women Empowerment | Mexico City, Mexico |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Legal | 2 | 2 | 0 |
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