Isabel brings two decades of international wealth management expertise, serving as a dedicated advisor to wealthy and enterprising families. She is passionate about cultivating lasting relationships, built on a foundation of trust and an in-depth understanding of each family’s unique vision and legacy goals.

In her most recent role as a Private Banker at Royal Bank of Canada, Isabel was instrumental in developing and implementing comprehensive wealth management and financial strategies for high-net-worth business owners, executives, professionals, and family enterprises across the globe. She is particularly skilled at navigating the intricacies of cross-border planning, providing crucial guidance on both domestic and international matters as clients endeavor to preserve, grow, and ensure intergenerational continuity of family enterprise wealth.

Isabel’s extensive knowledge is underpinned by a law degree from Universidad Metropolitana (Venezuela) and an International MBA from Schulich School of Business, York University (Canada). Her background in tax and estate law and her experience at a Family Office in Latin America offer clients invaluable insights into managing complex family wealth.

Having lived in Toronto for 17 years, Isabel has recently moved to Mexico City with her husband and two daughters, embracing the opportunity to reconnect with their Latin American heritage.