Veronica Yepez

Veronica Yepez Email and Phone Number

Family Office Services | Wealth Planning and Coach | NextGen Whisperer | Facilitator | Board Member @ Perpetum Consulting
san diego, california, united states
Veronica Yepez's Location
San Diego, California, United States, United States
Veronica Yepez's Contact Details

Veronica Yepez work email

Veronica Yepez personal email

About Veronica Yepez

Veronica is an expert in the family dynamics of enterprising families with more than twenty years of international experience helping some of the most affluent and influential families globally reach their full potential. She has earned the reputation of “NextGen Whisperer” and as the founder of the Center for the Next Generation of Perpetum she has spent hundreds of hours listening and supporting the inheritors of family businesses and enterprises to find their voice, create efficient strategies to fulfill their purpose and create strong family relationships. She created a unique program for Board Preparation of Family Members certified by the Mexican Stock Exchange (BIVA) and and co-founded the World Wide Women's Council (W3) a unique space for global female inheritors.Veronica studied law at one of the most prestigious universities in Mexico, earned a global MBA from Thunderbird School of Global Management and is certified as a Trust and Estate Practitioner (TEP). She has worked around the world and her experience has been through different family wealth disciplines from cross-border and inter-generational transfer of wealth strategies, fiduciary practices, next generation empowerment, family office architecture and succession planning and governance for families and their businesses. Veronica’s dad was the founder of a very successful business that was lost due to negative family dynamics. At 11 years she saw her dad lose his family business and more importantly, the relationship with some of his siblings for the rest of his life. It has been her mission to bring the right tools and help families avoid the loss of their legacy.Speaker at:The IFamily Business Club Conference at Harvard Business SchoolAfrican Women in Family Business Annual Conference at African Family Firms The Institute for Family Governance BIVA Institute (Mexican Stock Exchange) ““Masterclass for Inheritors of Family Enterprises” and “The Trascendence of the Raising Generation for the Family Enterprise”Family Firm InstituteThe Purposeful Planning Institute Latin America Women in Finance Conference The Family Office Club Annual Super SummitThe Latin America Family Office Forum by ProcopioThe Latin American Private Clients Forum The Latin Private Wealth Conference

Veronica Yepez's Current Company Details
Perpetum Consulting

Perpetum Consulting

View
Family Office Services | Wealth Planning and Coach | NextGen Whisperer | Facilitator | Board Member
san diego, california, united states
Employees:
5
Veronica Yepez Work Experience Details
  • Perpetum Consulting
    Founder
    Perpetum Consulting Jun 2016 - Present
    Greater San Diego Area
    Perpetum is Multi-Family Office based in San Diego, California. Our mission is to help families organize, understand and align their wealth and reach their full potential.We work for a select group of affluent international families, helping them organize their wealth designing a purposeful and organized succession, align their ownership structures and develop a culture of communication and unity between owners, inheritors and their family enterprise. Through our education programs, family communication forums and deep knowledge of ownership structures, we elevate the conversation between wealth owners and their families in order to create united and impactful teams. Our Center for the Next Generation provides bespoke programs for inheritors that have transformed individuals and families.
  • Aem Asociacion De Empresarios Mexicanos En Ee Uu
    National Board Member
    Aem Asociacion De Empresarios Mexicanos En Ee Uu Sep 2021 - Jan 2024
    National Board Member of the US-Mexico Business Association ("AEM"). The AEM is dedicated to encouraging economic competitiveness by helping promote busienes between companies in the United States and Mexico.
  • The Houghtailing Group
    Coach & Facilitator
    The Houghtailing Group Jan 2014 - Dec 2017
    San Diego
    As executive coach and facilitator Veronica specializes in negotiation, strategy, leadership, and entrepreneurship.
  • Amicorp
    Managing Director
    Amicorp Jan 2010 - May 2016
    Grater San Diego Area, New Zealand And Singapore
    Veronica worked with high net worth international families, together with their investment, legal and tax advisers in order to understand the family’s needs for estate planning, wealth preservation and management of their multi-jurisdictional assets, providing corporate trustee and company management services offered by Amicorp Group.As the head of the US West Coast and Mexican market, she mainly focused on creating long term and trust based relationships with the families and their advisers. She believes that in order to create such relationships, families must be well understood by all those advising on and supporting the management of their wealth. Though her work with the Amicorp Group, Veronica promoted corporate and trust management services, private wealth and estate planning structures, real estate property management vehicles, corporate, asset and project finance structures as well as financial services and private equity funds administration, using multiple jurisdictions. She also supported operating businesses structure their inbound and outbound investments to/from Latin America as well as reorganizing their international presence. Since she relocated to San Diego in 2011 she held different positions such as Sales Director and Marketing Manager.
  • Hsbc
    Vice President - Trust Division
    Hsbc Sep 2007 - Dec 2009
    Mexico City Area, Mexico
    Veronica worked with privately and publicly owned companies as well as with their legal and tax advisers in order to implement and manage domestic trust structures. She negotiated and closed sophisticated/built to suit trusts structures that enabled cross-border transactions.She was responsible for the team of relationship managers devoted to the portfolio of clients with real estate projects throughout the country (top tier companies and law firms).
  • Deutsche Bank
    A. Vice President - Trust & Security Services
    Deutsche Bank Feb 2005 - Sep 2007
    Mexico City Area, Mexico
    Veronica opened and planned the goals and strategy of the Trustee Division in Mexico. She was responsible for managing all legal matters of the trust portfolio, bondholder’s mandates and commercial escrows.Veronica negotiated, coordinated and closed cross-border trustee transactions representing approximately $8.5 billion dollars assets and foreign investment in Mexico, through securities, real estate properties, shares and other instruments.She drafted and negotiated domestic trust agreements and all related commercial and legal agreements.
  • Creel, García-Cuéllar, Aiza Y Enríquez, S.C.
    Lawyer
    Creel, García-Cuéllar, Aiza Y Enríquez, S.C. Nov 2002 - Jan 2005
    Ciudad De México Y Alrededores, México
    Drafted and negotiated civil and commercial agreements (domestic and international);Participated in real estate and infrastructure transactions that involved various types of agreements including trusts, public bids, loans, sales and purchase agreements and guarantees;Participated in corporate restructures and acquisition/ merger procedures of private and public companies that involved issues related to the transfer of property, foreign investments, corporate governance and incorporation of private companies;Performed legal due diligence procedures for the merger/acquisition of Mexican companies by domestic and international groups as well as for the management of real estate trusts;Performed all legal aspects to incorporate and manage companies including drafting shareholders and board of directors meeting minutes or resolutions, stock and capital registries, shares certificates, by laws, powers of attorney and updating corporate books of stock and variations of capital registries; andAnalyzed and issued legal opinions on matters related to corporate governance.
  • Arochi, Marroquin & Lindner, S.C.
    Law Clerk
    Arochi, Marroquin & Lindner, S.C. Sep 2000 - Nov 2001
    Supported associates and partners of the firm on the elaboration of legal opinions, writs and claims as well as drafting and filling writs, notices and claims related to intellectual property matters such as copyright/trademark/patents registries, registration of licenses and trademark infringement procedures.
  • Private Overland Expedition In Western Africa
    Overland Staff
    Private Overland Expedition In Western Africa Aug 1998 - Jan 1999

Veronica Yepez Skills

Mergers And Acquisitions Corporate Governance Due Diligence Corporate Law Investments Business Development Private Equity Management Structuring Estate Planning Strategy Client Relations Strategic Negotiations Negotiation Strategic Visionary Financial Services Banking Trust Services Financial Structuring Key Account Management High Net Worth Individuals International Business International Sales Multi Generational Wealth Transfer Wealth Preservation Planning Trust Management Private Foundations Wealth Accumulation Customer Service Family Business Family Office International Tax

Veronica Yepez Education Details

Frequently Asked Questions about Veronica Yepez

What company does Veronica Yepez work for?

Veronica Yepez works for Perpetum Consulting

What is Veronica Yepez's role at the current company?

Veronica Yepez's current role is Family Office Services | Wealth Planning and Coach | NextGen Whisperer | Facilitator | Board Member.

What is Veronica Yepez's email address?

Veronica Yepez's email address is ve****@****ail.com

What schools did Veronica Yepez attend?

Veronica Yepez attended Society Of Trust And Estate Practitioners, Thunderbird School Of Global Management, Instituto Tecnológico Autónomo De México, University Of Georgetown / Université Libre De Bruxelles.

What are some of Veronica Yepez's interests?

Veronica Yepez has interest in Travelling, Education, Economic Empowerment.

What skills is Veronica Yepez known for?

Veronica Yepez has skills like Mergers And Acquisitions, Corporate Governance, Due Diligence, Corporate Law, Investments, Business Development, Private Equity, Management, Structuring, Estate Planning, Strategy, Client Relations.

Who are Veronica Yepez's colleagues?

Veronica Yepez's colleagues are Priscilla De La Vega, Betsabet De La Garza, Mariana Becerril Marin.

Not the Veronica Yepez you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.