Managing Director, Wealth Director
Yolanda Perez, Managing Director, Wealth Director, is responsible for the development of new investment and trust relationships with individuals, families and foundations. Yolanda has over 15 years of experiencing working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe. Prior to joining Fiduciary Trust, she worked at Scotia Wealth Management in Miami, where she served as a senior manager in their international wealth structuring unit for more than four years. In this role, Yolanda developed and cultivated wealth structuring solutions for offshore fiduciary structures for clients, such as generational trusts, purpose trusts, and foundations. Earlier in her career, she held senior roles with Lombard Odier Transatlantic LP in Montreal and at JPMorgan Chase Bank in New York and England in their wealth asset management and investment banking divisions. She is fluent in Spanish and French and proficient in Italian and Arabic. She earned her LLM (Master of Laws) in international law, with a specialization in U.S. and transnational laws, from the University of Miami School of Law. She also graduated with a Bachelor of Laws degree from the University of London in England and received her Bachelor of Arts degree from McGill University. Yolanda also earned a Society of Trust and Estate Practitioners (STEP) trust diploma in international trust management and serves as a Trust and Estate Practitioner (TEP). Ms. Perez is a member of numerous local community organizations, including the United Way Women United for Miami-Dade, Funding Arts Broward (FAB), the University of Miami Planned Giving Advisory Board and the Planned Giving Advisory Board for the Nova Southeastern University Art Museum.