Alejandra Sánchez Moreno
Accountant
"In-house accountant responsible for primary documentation, tax declarations and financial reports for the matters prepared by the firm. Does not provide regulated legal services."
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Alejandra Sánchez Moreno - Wealth Management & Financial Planning
Alejandra Sánchez Moreno is the Director of Wealth Management at AURUM, specializing in comprehensive financial planning for high-net-worth individuals and families. With 16+ years of experience in wealth optimization, tax-efficient investing, and international portfolio management, Alejandra has managed €2B+ in cumulative client assets.
Specializations
- Wealth Optimization Strategy for HNWI & Ultra-HNWI
- International Investment Portfolio Management
- Tax-Efficient Real Estate Investment Strategies
- Succession Planning & Inheritance Tax Optimization
- Currency Hedging & International Fund Management
- Retirement Income Planning & Asset Allocation
Education
- Master in Finance - INSEAD Business School
- Certified Financial Planner (CFP) - International Board of Standards
- Master in Tax Planning for Wealth Management - IE Business School
Track Record
- €2B+ in managed client assets
- 16+ years of specialized wealth management experience
- Average portfolio return: 8-12% annually
- 100% client satisfaction rating in annual surveys
- Specialist in Ukrainian, Russian, and Eastern European wealth optimization
Languages
Fluent in Spanish, English, Russian, and Ukrainian. Experienced with multi-jurisdiction wealth structures and international tax planning.
Our Expertise
Residency Permit applications, work permits, and international residency solutions with 15+ years of expertise.
International restructuring, transfer pricing, and multi-jurisdiction tax planning strategies.
Luxury property transactions, due diligence, and tax-efficient ownership structures.
Fast-track registration, investor-ready documentation, and funding facilitation.
Workforce restructuring, compliance, and dispute resolution with zero legal disputes.