Alvaro Becerra, CEO and Partner of UMA Wealth Group participated as speaker at the event ‘’Strengthening the Family Enterprise to shape the future’’ organised by FOX, Family Office Exchange in the beautiful and colonial city of Antigua, Guatemala with the presence of SFOs of Guatemala and the region. Alvaro spoke about global trends in international wealth structuring of Enterprise Families. The presentation included the discussion of business cases describing the transition to robust and efficient wealth structures to deal with the complexity of multijurisdictional families and different class of assets deployed internationally’.
Chee Kuen Yip is an experienced fiduciary and compliance professional with over 25 years of expertise in accounting, administration, and regulatory matters. At UMA Wealth, she focuses on the administration and bookkeeping of international private client structures and Swiss corporate entities, ensuring that clients receive accurate, timely, and compliant support across jurisdictions.
She holds a Bachelor of Business Administration with a major in Accounting from National Cheng Kung University in Taiwan and an Advanced Diploma in Accounting and Business from the Association of Chartered Certified Accountants (ACCA). Chee Kuen is also a full member of the Society of Trust and Estate Practitioners (TEP), underscoring her commitment to excellence in fiduciary services.
Prior to joining UMA Wealth, she held senior roles in banks and global fiduciary firms, where she managed complex structures and supported high-net-worth clients with tailored accounting and compliance solutions. Her strengths lie in navigating Swiss regulatory requirements, AML standards, and international reporting obligations.
Chee Kuen is fluent in Mandarin, Cantonese, English, and Bahasa Malaysia, and speaks basic German, allowing her to serve clients from diverse cultural and linguistic backgrounds.