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.
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My career has spanned financial institutions like J.P. Morgan, Scotiabank Peru, and Stelac Family Advisory Services.
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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
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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.
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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 Advisory
Attorney at Law
Universidad Católica Andrés Bello, Caracas
MBA
INCAE Business School
Trust and Estate Practitioner (TEP)
STEP - Society of Trust and Estate Practitioners
Trust and Estate Practitioner (TEP)
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.
Tatiana Velasquez Ospina
Finance and Operations Associate
Marketing and Design
Arturo Tejada Cano - Medellín
Associate in Business Administration
Miami-Dade College
I hold the role of overseeing the compliance department, supervising the operational and administrative facets of the company, and managing our technological infrastructure.
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Additionally, I take the lead in shaping our design and marketing strategies, while also providing support to the human resources department. Furthermore, I actively collaborate with our partners in prospecting endeavors.
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Before joining Beyond Consulting, I successfully managed a real estate portfolio in Florida. Prior to that, I amassed over six years of experience in the freight and logistics industry, where my responsibilities encompassed inventory management and the development of effective marketing strategies.
Diego Felipa
Investment Associate
Bachelor's Degree in Economics
Universidad ESAN
CFA Level II and CAIA Level I
I am responsible for providing strategic advisory in wealth management, direct investment analysis, and investment portfolio construction for Beyond Consulting's clients. My focus is on identifying and evaluating investment opportunities in global markets, supporting entrepreneurial families in optimizing their financial strategies.
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Before joining Beyond Consulting, I worked for five years with high-net-worth individuals, where I structured diversified portfolios and analyzed alternative investments.
Sofia Rodriguez
Finance and Operations Analyst
Chartered Public Accountant
Universidad Nacional Mayor de San Marcos
Specialization in Business Taxation
UPC
International Financial Reporting Standards
Universidad de Lima
I am in charge of supervising clients' offshore companies in regulatory and tax matters, as well as managing relationships with accounting, legal and financial service providers.
I am in charge of the company's accounting and taxes, updating the tax regulations of clients' offshore companies and relations with accounting, legal and financial service providers.
Before joining Beyond Consulting, I worked in the accounting, tax and financial planning areas of transnational companies in the retail, industrial and service sectors.
Luis Rodriguez
Finance and Operations Analyst
Certified Accountant
Universidad Nacional de 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.
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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.
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.
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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
Finance and Operations Analyst
Bachelor's Degree in 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.
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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.
Yomira Quispe.
Investment Analyst
Bachelor's Degree in Economics
Universidad Nacional de San Agustín de Arequipa
I provide analytical and operational support in the investment area, focusing on portfolio monitoring and investment strategy analysis. I prepare consolidated reports that evaluate asset allocation and returns, with the objective of supporting investment decision-making. Additionally, I participate in the analysis of institutional private funds, coordinate operational flows, and contribute to market monitoring, driving continuous improvement of wealth management processes.
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Before joining Beyond Consulting, I worked at companies where I developed investment proposals and conducted financial market analysis. I completed an academic exchange at Pontificia Universidad Católica del Perú and completed the Winter Course at the Central Reserve Bank of Peru.
