Sofia Gomez Gonzalez
- Role
- Executive Owner, Family Office Manager at Private Family Office
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Sofia Gomez Gonzalez
I consider myself a versatile professional with over 10 years of experience managing a…
Experience
Executive Owner, Family Office Manager
Aug 2019 — Present
Lead operations, administration, legal, fiscal strategy, and supplier relations Manage administrative staff to ensure that all tasks were completed accurately and on time Coordinate with lawyers and accountants to ensure that all legal and financial affairs were in order and compliant with relevant regulations for five entities and family members Review and audit monthly financial reports and operational results Manage philanthropic strategy to identify opportunities and allocate resources supporting local charities Work with directors to develop the best approach for estate and succession planning for the family members Collaborated with legal and financial advisors to conduct a comprehensive review and overhaul of the corporate governance bylaws and articles for two entities to keep up with industry and regulatory requirements
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