About

A Trusted Servant

Strategic Capital Design
Building bespoke investment platforms and vehicles that serve both purpose and performance. From venture funds to mission-driven partnerships, Lupe structures capital to scale innovation, resilience, and generational alignment.

Family Office Strategy & Governance
Guiding global families in professionalizing their structures, embedding values into governance, and designing systems for succession, stewardship, and cross-border continuity.

Mentorship & Next-Gen Leadership
With a deep passion for teaching, Lupe empowers rising leaders to step into ownership—with fluency, confidence, and integrity. Her Socratic mentorship approach develops critical thinking, strategic insight, and authentic leadership for a new generation.

Women’s Financial Power & Participation
Championing women’s leadership in wealth, investing, and influence. Lupe builds platforms that amplify women’s economic agency through capital access, board readiness, and peer communities.

Market-Shaping Innovation
A pioneer in frontier and impact investing, Lupe co-founds and advises funds that define new market categories—from climate and infrastructure to culture and civic resilience.

Capital & Policy Interface
Translating between boardrooms and policy rooms, Lupe advises public and private institutions on the responsible use of capital in a world shaped by geopolitical and technological transformation.

Institutional Stewardship & Values-Based Governance
Advising boards, committees, and families on fiduciary frameworks that blend discipline, purpose, and generational alignment—redefining what it means to be a good steward in complex times.

Thought Leadership & Narrative Strategy
Through writing, speaking, and convening, Lupe catalyzes new conversations about the role of private capital in strengthening open societies and shaping inclusive prosperity.

Lupe’s approach to capital is intentional, inclusive, and always strategic. She designs investment vehicles and business models that create value for everyone involved—investors, founders, employees, and the broader community. With a focus on growth and alignment, she unlocks prosperity that’s both meaningful and measurable.

A trusted leader with sharp instincts and a deep commitment to service, Lupe brings tactical precision and expansive vision to everything she builds. She has a natural gift for equipping women and rising leaders with the tools and confidence to thrive in business and finance. Grounded in equity and inspired by possibility, she helps others step into their power while staying anchored in integrity.

Lupe doesn’t just manage wealth—she mobilizes it. For good. For growth. For generations.