President

• Aug 2021 - Present

Managing Partner

• Apr 2016 - Present

Sophós Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool. Sophós Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool.

Advisory Board Member

• Dec 2017 - Present

Private Banking Relationship Manager

• Mar 2015 - Nov 2015

Based in Miami, I work as a Private Banker and alongside a team of experts, I assist families to help them build a comprehensive wealth plan with a view to deliver bespoke solutions that take into consideration different asset classes, their locations, investment needs, and inherent risks. Based in Miami, I work as a Private Banker and alongside a team of experts, I assist families to help them build a comprehensive wealth plan with a view to deliver bespoke solutions that take into consideration different asset classes, their locations, investment needs, and inherent risks.

Senior Wealth Manager

• Aug 2013 - Apr 2015

Senior Wealth Manager

• Aug 2013 - Apr 2015

Jorge Carstensen is the lead wealth management advisor to client families at Helvetica 1890 Family Wealth. Jorge has over fifteen years of financial experience having worked with international clients at institutions such as Itaú Private Bank and Royal Bank of Canada. Previously Jorge was a senior advisor in a Mexico-based single family office managing a portfolio of commercial real estate properties. Jorge has a Bachelor of Science Degree from Texas A&M University in Kingsville, TX and has post-graduate diplomas in Advanced Management from McGill University in Montreal, Canada. Show less

Private Banker

• Oct 2011 - Jul 2013

Relationship Manager International Wealth Management

• Jan 2010 - Oct 2011

Private Banking Manager

• Dec 2008 - Mar 2010

Retail Banking Manager

• Jan 2004 - Nov 2008

Customer Service Representative

• Jul 2002 - Jan 2004

Foreign Trade and Human Resources Assistant Manager

• 2001 - 2002