We make it possible
Maria del Pilar Gil Solis (Mapi)
Chief Executive Director - Senior Consultant & Partner
Business Administration
Universidad de Lima
MBA
University of Virginia
I have over two decades of experience in the financial sector, including more than a decade specializing in wealth advisory for business families in Latin America.
My career has spanned financial institutions like J.P. Morgan, Scotiabank Peru, and Stelac Family Advisory Services.
In my current role, I oversee multi-jurisdictional Latin American families, guiding them through various endeavors. My services encompass the implementation of trusts and family governance, strategic immigration planning, the development and assessment of comprehensive business plans, analysis of investment opportunities, among other impactful projects.
Luisa Fernanda Angulo Gartner
Senior Consultant
Finances and International Relations
Universidad Externado de Colombia
Economics and Business Administration
University of California, Santa Cruz
I bring over 15 years of expertise in consulting and banking, having held significant roles such as management consulting advisor and investment portfolio manager.
In my capacity as an Investment Specialist at J.P. Morgan, I oversaw diverse portfolios across global markets and directed investment funds for Latin American families.
My extensive experience encompasses a wide range of areas, including financial analysis, portfolio construction, the development and evaluation of business plans and real estate projects, investment management, and liquidity management, among other key competencies.
Paula Andrea Vásquez M
Director of Planning and Client Consulting
Attorney at Law
Universidad Católica Andrés Bello, Caracas
MBA
INCAE Business School
Trust and Estate Practitioner (TEP)
STEP - Society of Trust and Estate Practitioners
I have over 15 years of experience supporting entrepreneurial families in the preservation, structuring, and strategic growth of their wealth.
Throughout my career, I have led the structuring of estate plans for Family Offices, as well as commercial and relationship strategies, particularly during my tenure at OMC Group. Previously, I practiced as an attorney at Deloitte and CLA Consultores y Abogados, which allowed me to develop a comprehensive vision of legal and estate advisory services.
My practice combines estate and succession planning, coordination with legal, tax, and investment advisors, and institutional representation within the family office ecosystem, always with a long-term focus aligned with family objectives.
Jhonan Jesus Olano
Investment Associate
Economic Engineering
National University of Engineering
I am responsible for investment advice, monitoring financial markets, and preparing investment proposals for Beyond Consulting clients.
My approach focuses on adapting each portfolio to the needs, horizon and risk profile of each client, supporting business families in the growth and preservation of their wealth.
Prior to joining Beyond Consulting, I worked for over four years at a multi-family wealth management firm, specializing in investment analysis and portfolio management for ultra-high net worth individuals.
Jean Pierre Sánchez Castillo
Investment Associate
Economy
National University of San Marcos
CFA Level I and CAIA Charterholder
I am responsible for investment due diligence, fund evaluation with a focus on private markets, and portfolio monitoring for Beyond Consulting clients. I began my career in fund management, where I developed my foundation in financial analysis and investment instrument evaluation.
Before joining the team, I worked for over five years in wealth management and asset administration. I was involved in managing investment products, as well as building and monitoring portfolios for business families.
Yomira Quispe Ticona
Investment Analyst
Economy
National University of San Agustin of Arequipa
I provide analytical and operational support in the area of investments, with a focus on portfolio monitoring and the analysis of investment strategies.
I also participate in the analysis of institutional private funds, coordinate operational flows, and contribute to market monitoring, driving continuous improvement in wealth management processes.
Before joining Beyond Consulting, I worked at companies where I developed investment proposals and performed financial market analysis.
Luis Rodriguez Müller
Finance and Operations Analyst
Certified Public Accountant
National University of San Marcos
Specialization in Taxation and Fiscal Policy
Universidad de Lima
I hold the responsibility for overseeing the company's accounting and tax matters while actively supporting the team in various consulting projects, market research, and finance-related tasks.
Before becoming a part of Beyond Consulting, my career involved significant roles in accounting and tax departments across companies in the financial, consulting, and consumer goods sectors.
Lisset Sumozo Vega
Finance and Operations Analyst
Certified Public Accountant
Universidad Nacional Mayor de San Marcos
Specialization in International Financial Reporting Standards
Colegio de Contadores de Lima
Diploma in Corporate Finance
Universidad ESAN
I am responsible for the company's accounting and taxes and provide support to clients on accounting projects.
Additionally, I support the team on various consulting projects and administrative tasks.
Before joining Beyond Consulting, I worked in accounting, finance, and planning areas in the consulting, telecommunications, and industrial sectors.
Daniel Poma Chero
Finance and Operations Analyst
Accounting
Universidad Nacional Mayor de San Marcos
Specialization in International Financial Reporting Standards (IFRS)
Instituto PRAGOT
My role encompasses the management of the company's accounting in tax and financial matters, support to the operations and finance team on direct client projects, as well as assistance in administrative functions as required.
Before joining Beyond Consulting, I worked in the accounting, tax, and treasury areas of multinational companies in the retail, industrial, and services sectors, which allowed me to develop a comprehensive understanding of financial and operational processes.
Anais Chuquipul Cardenas
Finance and Operations Analyst
Certified Public Accountant
Ricardo Palma University
Specialization in Business Taxation
Ricardo Palma University
Treasury Management
Pontifical Catholic University of Peru
I have over 10 years of experience in accounting, finance, taxation, and treasury. Throughout my career, I have managed accounting and financial processes, prepared and analyzed financial statements, conducted financial planning and budgeting, controlled income and expenses, and performed profitability analysis. I have also participated in the financial management and monitoring of projects.
At Beyond Consulting, I provide support to the Operations team in the management and monitoring of projects, coordinating with the different areas involved and attending to administrative and operational requirements to contribute to the fulfillment of the company's objectives.
Juana Ugaz Ubidia
Investment Analyst
Certified Public Accountant
National University of San Marcos
I have over 6 years of experience in accounting, finance and consulting, participating in companies in different sectors and developing a comprehensive vision of financial and operational processes.
At Beyond Consulting, my role encompasses the company's accounting and tax management, support for the operations and investment team in client projects, as well as administrative functions.
I also contribute to process improvement and optimization initiatives, providing support to different areas according to the company's needs.