Carlos has more than 30 years of experience in family wealth and cross-border planning, working with major international banks and international trust companies in the Cayman Islands, Mexico City, Panama, and the U.S. Carlos has been doing cross-border planning for the most influential families in the Latin American region.

Carlos holds an Economics Degree from Universidad Iberoamericana, a Family Business Advisory and Family Wealth Advisor Certificate from the Family Firm Institute in Boston, and has the Trust and Estate Practitioner designation issued by STEP.