Years of experience: 22

PartnerInvestor & VCSport FanExecutive CoachC-level ExecutiveTranslator

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Manuel's Career Path
International Family Office ExecutiveMay. 2018 -
Present
International Economic Advisors LLC - Private Family OfficeInternational Family Office Executive
Houston, Texas, United StatesFounded and expanded family office consulting services, international and domestic estate planning, family governance guidelines, and business development strategies for UHNW clients. Established key partnerships with leading firms at the C-Suite level to cater to family office clients. Implemented a comprehensive management, operating, and reporting system for streamlined project monitoring ...
Director Family OfficeJan. 2017 -
May. 2018
VectorGlobal WMGDirector Family Office
Miami and HoustonRecruited back to company to establish the operational grounds for the development of the family office division. Supervised, managed, and trained 5 direct reports in US. and indirectly supported team of financial advisors in Latin America serving international UHNW client accounts. Reported to CEO.
Vice President and Investment OfficerSep. 2014 -
Oct. 2016
Wells Fargo AdvisorsVice President and Investment Officer
The Woodlands, Texas, United StatesBrought in to expand international business division by capturing new accounts, increasing AUM, and provide stellar financial management services to wealthy US and international clients.

Manuel's Posts

  • How I can help you

    I assist clients in structuring business and estate plans for generational continuity. My global expertise spans business structuring, family office creation, and estate planning.

  • People I am looking for

    Seeking collaborations with: - Consulting firms - Banks - Multi-family offices - Single-family offices - Investors - Brokerage firms - Private equity

  • Experience & Cases

    Achievements include: - Developed a complex international family office - Created a comprehensive management system - Advised on global wealth and estate planning Former clients: Scotiabank, Vector Global, Actinver, BBVA, Marsh

  • How to contact

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