About Me

I help families and entrepreneurs navigate complex wealth decisions with clarity, independence, and a long-term perspective.

Independence Through Academic Foundation

As Professor of Finance at IU International University, I maintain a unique position in wealth advisory. My academic role combined with my decision to remain fully independent since 2017 ensures that I do not sell products or accept commissions. This allows me to focus exclusively on what serves your interests.

My credentials include:

Ph.D. in Economics, University of the Armed Forces Munich
Chartered Financial Analyst (CFA) and Certificate in ESG Investing
Executive MBA, IE Business School Madrid

This academic foundation means every recommendation I provide is grounded in research, data, and proven financial principles rather than sales incentives.

Experience Across Institutions and Borders

Before establishing my independent practice, I spent over two decades in management roles at multi-family offices and major financial institutions, managing portfolios exceeding €100 million. This institutional experience taught me how to handle complex wealth structures, cross-border holdings, and the governance challenges that come with significant family assets.

My professional experience spans Europe, China, and Mexico. I teach and advise in German, English, and Spanish at institutions including Shenzhen Technology University, ESIC University (Spain), and Universidad Anáhuac (Mexico). This global network provides insights into international markets, currencies, and cross-border investment opportunities that purely domestic advisors cannot offer.

A Disciplined Approach for Uncertain Times

I combine rigorous quantitative analysis with advanced AI-driven tools to enhance research depth and efficiency while maintaining the human judgment essential for strategic wealth decisions. This disciplined, evidence-based approach helps protect your wealth from emotional decision-making during volatile markets.

Three Core Services

Family Office Advisory: Sophisticated Strategic Asset Allocation & Portfolio Architecture, alternative investment opportunities, and risk management strategies.
Wealth Planning & Advisory: Comprehensive wealth planning integrating tax optimization, succession strategies, and cross-border considerations.
Expert Opinions: Qualified expert opinions for courts on Capital Markets and Securities for complex legal disputes.