Perpetum - Family Office Services

Overview

Perpetum provides integrated, interdisciplinary family administrative services for ultra-high-net-worth individuals and families. Its work brings together family continuity, professional adviser oversight, education, communication, shared understanding, wealth preservation, and succession support.¹

The firm says its team has more than 20 years of experience helping international families preserve and grow their financial, human, and intellectual capital.²

Leadership

Perpetum lists Veronica Yepez Reyna as CEO; Ignacio Ruelas as Director, Family Office Services; Betsabet De La Garza as Consultant / Trusts & Wealth Specialist; Javier García as an advisor for Corporate Governance; Priscilla De La Vega as Consultant / Tax & Wealth Specialist; and Emma García Maass de Nisenbaum as Advisor / Coaching.³

Services

Perpetum’s family continuity work helps family members align around education, communication, shared understanding, and wealth preservation. The firm also coordinates attorneys, accountants, asset managers, insurance professionals, and financial planners through professional adviser oversight.¹

Its Center for the Next Generation helps younger family members prepare for future family and business leadership roles.¹

For families with complex international investments, Perpetum offers administrative, transactional, and succession-planning services.²

The firm reports that it conducts a comprehensive wealth diagnostic, creates a customized service plan for each client family, and updates that plan annually.²

Perpetum also highlights coordination of professional advisers, integration of estate planning, taxes, investments, and family circumstances, and visual tools that help families understand complex decisions.²

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client Focus

Perpetum works with enterprise families and ultra-high-net-worth individuals and families, including those managing international investments, multigenerational responsibilities, and complex family or business circumstances.¹²

Approach

The firm says its approach centers on ethical principles, personal adviser relationships, curiosity about each family’s goals, and viewing wealth in the context of the family as a whole.²

FAQs

Related resources

• LocationMultifamily offices in San Diego

  The San Diego multifamily offices page gives a local reference point for a family considering services such as tax planning, estate planning, governance, and bill pay. Reviewing firms in the same region can help a business owner frame questions about cross-border needs, insurance, family education, and day-to-day administration.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain-language guides on wills, trusts, and related estate planning topics. A reader can use those materials to prepare questions about how estate structures connect with family governance, tax planning, succession goals, and the preservation of financial and intellectual capital across generations.

• GuideHow to choose a multifamily office

  This guide outlines factors to review when comparing multifamily offices, including service scope, client fit, communication, and operating responsibilities. It can help a wealthy family assess whether its needs include tax planning, insurance, administration, family education, cross-border planning, or coordination among several professional advisers.

• GuideData privacy and security with an MFO

  The data privacy and security page explains questions families can raise about protecting financial records, personal information, documents, and communications. Those considerations are relevant when an office may handle bill pay, administration, estate details, insurance matters, and information shared across family members, businesses, and advisers.

• Similar firmsAndina Capital Management, LLC
  Arrowroot Family Office
  Catalyst Family Office

  Profiles for Andina Capital Management, LLC, Arrowroot Family Office, and Catalyst Family Office offer additional points of comparison on this site. Reading them can help a family or business owner consider differences in stated services, client focus, geography, and the types of support that may accompany tax, estate, governance, or administrative work.

Sources

1. Perpetum Consulting
2. Perpetum Consulting, Our Team
3. Perpetum Consulting, Our Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.