Back to Leadership Team
Atty. Rachel Uy San Juan, CPA, JD, CTEP, CCO

Atty. Rachel Uy San Juan, CPA, JD, CTEP, CCO

Legal & Compliance Advisor

Corporate Law | Investment Transactions | Legal Strategy & Compliance

Core Expertise

  • Corporate Law & Governance
  • Investment Structuring & Legal Documentation
  • Regulatory Compliance & Risk Management
  • Tax Advisory & Structuring
  • Trust & Estate Planning (CTEP)
  • Legal Due Diligence & Deal Execution

About our advisor

Atty. Rachel Uy San Juan is a distinguished dual-qualified legal and finance professional with deep expertise in corporate law, taxation, and investment structuring. Holding both Certified Public Accountant (CPA) and Juris Doctor (JD) qualifications, along with her designation as:

  • Certified Trust and Estate Practitioner (CTEP)
  • Certified Compliance Officer (CCO)

She brings a rare, multidisciplinary perspective to complex financial and legal ecosystems.

With extensive experience advising:

  • Corporations
  • Financial institutions
  • Investment platforms

Rachel specializes in designing robust legal frameworks that enable compliant, efficient, and scalable investment transactions. Her expertise spans:

  • Corporate governance
  • Regulatory compliance
  • Tax-efficient deal execution

Including her tenure at a top-tier law firm and the Supreme Court of the Philippines, ensuring that every transaction aligns with both legal rigor and commercial objectives.

At ProInvest•X, Rachel plays a critical role in safeguarding the platform's legal integrity by:

  • Establishing institutional-grade compliance standards
  • Structuring investment vehicles
  • Mitigating regulatory risks

Her leadership ensures that the platform operates with transparency, accountability, and adherence to best-in-class governance practices.