Who we are.
We are a family office and have been dedicated to assets, taxes and retirement planning for over 20 years. We attach great importance to discretion and a maximum of optimization and support. Together with you, we take the path to your personal and entrepreneurial goal.
Expertise
Incorporation of Companies
International Corporate and Individual Tax
VAT
Financial and Retirement Planning
Wealth Management
Professional Experience
Founding board member and CEO at LEDERGERBER Trust LLC (since 2011, consulting in finance, tax, social insurances and delivering fiduciary services)
Head Wealth Management UHNW Mexico at UBS S.A., managed CHF 2 billion in assets, (2011)
Head Wealth Management HNWI Northern LATAM at UBS S.A., managed CHF 2 billion assets, covering the markets Venezuela, Colombia, Central America and the Caribbean (2008 – 2010)
Head Wealth Management Brazil at UBS S.A., managed CHF 1.5 billion in assets, Zurich, Switzerland (2004 – 2008)
Project Manager, Wealth Management in Rio de Janeiro and São Paulo, Brazil (2004)
Client Advisor, Wealth Management Brazil at UBS S.A., Zurich, Switzerland (2000 – 2003)
Education
EXPERTsuisse, studies in tax law (2014-2018)
Association of Continuous Education in the Financial Industry (2011-2013, Certified Financial Planner)
University of Applied Science, Zurich, (2003, Bachelor in economics and finance)
Languages
English
Portuguese
German
Spanish
French
Italian