Katherine Frances Beick Keller

Active in the finacial sector for 20 years. Board Member, Investment Committee Member, Audit Committee Member, and Trust Protector advising UHNW families on complex, multi-stakeholder needs: corporate/family governance, stakeholder alignment, financial oversight, decision-ready reporting, risk mitigation and execution of strategic transactions (including M&A-related needs). Experienced across family office leadership, management of complex patrimonies, trust/fideicomiso structuring, and estate settlements (asset sales, distributions). Former Managing Director of Corporate Development at Santander, leading acquisitions, reorganizations, strategic investments, and cross-functional execution across legal, tax, capital, and accounting. Prior Private Banking experience at Credit Suisse, advising UHNW clients on sophisticated financial solutions beyond portfolio management (lending, hedging, escrows, and deal coordination). Earlier Investment Banking experience at Credit Suisse spanning M&A, Equity Capital Markets and Debt Capital Markets transactions across industries. HBS MBA | ITAM Economics (Honors) | Spanish & English | French (advanced) | German (conversational)