Perpetum Consulting

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
Industry
Business Consulting And Services
Employees
5
Founded
2016
Company Email
Available in AeroLeads
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other 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 Contact
Priscilla De La Vega Consultant / Tax & Wealth Specialist En Perpetum Consulting
Email
Betsabet De La Garza Trusts & Wealth Advisor and Attorney
Email
Veronica Yepez Family Office Services - Wealth Planning and Coach - Nextgen Whisperer - Facilitator - Board Member
Email
Mariana Becerril Marin Attorney, Compliance Specialist, Business Coach, Advocate of Diversity & Inclusion and Women Empowerment
Email

Employees by Management Level

Individual contributor 4 profiles

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Legal 2 2 0

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