Connecting clients locally with global proximity
We focus on fostering direct interactions with our clients to understand our clients' real needs better.
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Our team assesses each client's unique needs, offering inventive, adaptable, precise, and compliant solutions to present the most effective options. We are committed to continually enhancing our services and expanding our expertise to address even the most challenging requirements. Through our proactive and results-oriented services, we ensure that our clients benefit from our proactive services and result-driven solutions.
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Our clientele encompasses a broad spectrum, including corporate entities, high-net-worth individuals, and family offices across the globe. We cater to a diverse group ranging from public and private companies, emerging start-ups, entrepreneurs, and consultants to various industry experts.
Meet the team
We provide easy access to a global, dynamic, and highly qualified team of experts to handle each request.
CEO & Member of the Board
Geralda Kral
Geralda has 19+ years of global experience working with high-net-worth families, assisting with succession planning, asset protection, and corporate structuring. She holds a Bachelor´s degree in Business Administration from Flagler College, Florida (USA), and a Master´s in International Management from Oxford Brookes University (United Kingdom). She has an L.L.M in International Taxation and Financial Services from the Thomas Jefferson School of Law, California (USA), and she is also TEP qualified.
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Geralda is fluent in English, Spanish, and Dutch and speaks moderate German.
COO & Member of the Board
Alejandro Gil Rivero
Alejandro specializes in tailored international insurance solutions. He's served on boards of reinsurance and captive insurance entities in Barbados and Cayman, with prior roles at Willis and Swiss Life. Holding a BA from Tecnologico de Monterrey and a Finance Degree from HES Amsterdam, Alejandro has over 20 years in wealth planning and insurance,
He has worked extensively advising international insurance companies, private banks and clients on regulatory and tax matters related to the use of international insurance products as a wealth planning tool.
Member of the Board
Alvaro Becerra
Álvaro has 20+ years of experience advising private and corporate clients globally and implementing corporate and legal structures for several important families and multinational groups. He holds a bachelor’s in Business Administration and Finance from the University of Concepción, Chile, and an MBA in Corporate Finance from IBMEC Business School in São Paulo, Brazil.
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Branching out in early 2019, Álvaro joined UMA Wealth Group as one of the founding partners and thus starting a new journey with this specialized and unique boutique services group. Álvaro is fluent in Spanish, Portuguese and English.
Member of the Board
Jorge Carstensen
Jorge Carstensen specializes in holistic protection of business and family assets. Throughout his 25+ year career he has held roles at The Royal Bank of Canada, Scotia Wealth, Itaú Private Bank, and led Wealth Management at Helvetica 1890 Family Office. He has also been a board member and advisor to Single Family Offices and Private Reinsurance Companies.
Jorge earned a B.Sc. from Texas A&M University-Kingsville, and has completed executive programs at McGill University and the Wharton School at the University of Pennsylvania. He is the President of the Interamerican Chapter of the US-Mexico Chamber of Commerce.
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Client Relations and Wealth Structuring
Marlon Jegi
Marlon is a wealth professional with 16 years of international experience in Latin America Markets covering U-HNWI, family offices und corporate clients. He began his career in Mexico’s insurance market, focusing on life insurance solutions.
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Before joining Sophós Advisors, he held front-office roles at Credit Suisse and UBS, including Relationship Manager responsibilities, focused on client development, cross-border onboarding and governance. He holds a Bachelor’s degree in Business from Universidad Latinoamericana, Mexico and is SAQ CWMA certified.
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Marlon speaks Spanish natively and is fluent in German and English.
Partner
Natalia Velasquez Ayala
Natalia Velasquez is an expert in risk transfer design and insurance solutions, with over 22 years of experience in the insurance industry. She has held various roles at insurance companies and global insurance brokers, working with clients across Latin America.
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She holds a degree in Business Administration and a specialization in Marketing from Universidad Pontificia Bolivariana in Colombia. With both technical and commercial expertise, she has advised public and private companies in the corporate sector. Natalia is a native Spanish speaker.
Advisor
Alessandro Berritto
Alessandro Berritto has an education in insurance management and banking followed by an further education in economics.
The first employments with Allianz Suisse and Credit Suisse were accompanied with English certificates from Cambridge university and management programs. From 2007 until 2008 he was leading the operation desk of Credit Suisse Life Liechtenstein and Bermuda.
After 2 years experience as a Sales Director in Swiss Life he started working at an independent insurance broker in Liechtenstein where he established and developed his own portfolio.
