Experience

CA license #0D20385

“I work closely with wealth creators to help them define their family’s mission and prepare their heirs to be good stewards of—rather than dependent on—the family’s resources.”

Mauricio has spent his entire career—two decades and counting—helping wealthy families and private enterprises design their unique legacy and make a lasting impact on their world. While many advisors seek to address a family or private enterprise’s financial capital, Mauricio goes beyond the money. He works with multigenerational clients to harness their talents, passions and other resources—what he calls their social and human capital. As a Private Wealth Advisor at UBS, he has the knowledge, education and experience to help successful families see themselves as a unique family enterprise.

His emotional stake in his clients’ well-being stems from his experience as part of a multigenerational family enterprise. Mauricio has seen what works, as well as what does not. He wants to share the benefit of that experience with his clients so that they may identify their purpose and successfully execute it.

Mauricio is passionate about the value of planning for a transition and helping companies to get to the next level. He is devoted to ongoing education, working tirelessly to stay current with the latest research on private enterprise and wealth management.