Veronica Yepez
Founder & CEO, Perpetum Advisors | Wayfinder for Enterprising Families | Governance, Legacy & Readiness Architect | Speaker | Intergenerational Wealth Sherpa
- Role
- Founder & CEO at Perpetum Consulting
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Veronica Yepez
I am the Founder and CEO of Perpetum Consulting, a global advisory practice that supports…
Experience
Founder & CEO
Jun 2016 — Present · San Diego, CA, US
Education
Dr. Matt Kreinheder
Coaching and Mentorship at the Evolutionary Edge
Instituto Tecnológico Autónomo de México
Law Degree, Law
1998 — 2003
Emma Nisenbaum~ Integral Psychologist | Systemic Enneagram Expert | Family Systems Specialist
Systemic Enneagram & Integral Coaching
Rupert Spira ~ International Author, Philosopher and Speaker of Non-Duality
Non-Dual Awareness & Direct Path 7 Day Retreat
Georgetown University
Graduate Course on the Legal Regime of the European Community
2002 — 2002
Dr. Robert Kegan
Constructive-Developmental Theory & Immunity to Change Seminar
Stages International
Mind’s I: Advanced Vertical Development Immersion Program
Jill Thomas Consulting | We Cultures Framework
Organizational Development & Collective Leadership
Kim Barta
Communing With Shadow
Integral European Conference (IEC 2023)
Immersive conference on Integral Theory, developmental psychology, and systems transformation.
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Certificate on International Trust Management and Estate Planning
2010 — 2010
Thunderbird School of Global Management
MBA, Master in Business Administration
2006 — 2008
Skills
- International Tax
- Customer Service
- Private Foundations
- Wealth Accumulation
- Strategy
- Structuring
- Family Business
- Trust Management
- High Net Worth Individuals
- Financial Services
- Trust Services
- International Sales
- Management
- Negotiation
- Private Equity
- Key Account Management
- Mergers & Acquisitions
- Estate Planning
- International Business
- Investments
- Business Development
- Wealth Preservation Planning
- Financial Structuring
- Corporate Governance
- Client Relations
- Due Diligence
- Corporate Law
- Family Office
- Multi-Generational Wealth Transfer
- Strategic Negotiations
- Strategic Visionary
- Banking
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