Finance Monthly - Global Awards 2022

Finance Monthly Global Awards 2022 USA 81 About Maria-MagdalenaGomes Magdalena Gomes is co-Founder and Partner at KALESO Group. She specializes in managing complex trust and corporate structures for global ultra-high-net worth families. She is a full member of the Society of Trust and Estate Practitioners (STEP) and holds a STEP Diploma. Magdalena began her career at UBS Wealth Management in 1999 and then transferred to KPMG Private in 2004. She later joined Kendris Ltd., Switzerland, where she oversaw the Latin American team and served as a member of the Technical Committee. She has over twenty years of industry experience and brings a wealth of expertise to the firm. About KALESOGroup KALESO is a premier boutique firm specializing in trust, family office and fiduciary services. Rooted in Switzerland with locations in the United States and Panama, our boutique firm offers tailor-made, Swissquality solutions to clients in all regions of the world, in particular in the Americas. We offer a wide range of services from trust and fiduciary services to succession planning and corporate management for ultra-high net worth clients. Asset management and audit services are intentionally excluded to ensure our independence and avoid any conflict of interests. We collaborate with clients’ existing advisors and with our extensive network of renowned professionals to achieve the most advantageous results. Our goal is to implement solutions that allow for maximum flexibility in light of ever-changing circumstances. We use a proactive, innovative, and future-oriented approach to protect client interests and optimize asset growth across generations. Co-Founder & Partner | KALESO Group Maria-Magdalena Gomes Co-Founder & Partner KALESO Group Website: Maria-Magdalena Gomes All our services are tailor-made to the unique circumstances of our clients.

RkJQdWJsaXNoZXIy Mjk3Mzkz