Daniel has more than 25 years of experience advising business families and managing companies, and over 15 years of experience in Wealth Management in Mexico and Spain.
He has served as Managing Director in the Multi-Family Office space, Advisor at Santander Private Banking International, and previously built his career at Deloitte in Guadalajara (Mexico), in Investment Banking at JP Morgan in London, and at Boston Consulting Group in Madrid.
MBA in Finance from NYU Stern School of Business.
Co-founder of the Family Enterprise Council.
Every meaningful relationship begins with listening.
No commitments. This is the first step in understanding if we can be the right partner for your family.
