Comprehensive
Family Office Services
We serve families across Latin America and the Caribbean with strategies tailored to their unique financial goals—focusing on preservation and growth across global markets and asset classes.
Investment Management
We manage wealth on behalf of families with strategies tailored to their unique financial goals. Our approach balances capital preservation with growth opportunities across a diverse range of global markets and asset classes.
- Goal-based portfolio construction aligned with family objectives
- Diversified exposure across global equities, fixed income, and alternatives
- Access to private equity, real assets, and institutional opportunities
- Dynamic risk management adapted to market conditions
- Regular performance reviews and strategic rebalancing
Wealth Planning
Holistic planning that coordinates all aspects of your financial life, from tax optimization to estate structuring.
- Estate planning and trust structuring
- Tax optimization strategies
- Charitable giving and foundation management
- Insurance analysis and coordination
- Cash flow and liquidity planning
Family Governance
Frameworks and processes that help families make decisions together, prepare the next generation, and maintain harmony across generations.
- Family constitution and governance development
- Family meeting facilitation
- Next-generation education and preparation
- Succession planning for family enterprises
- Conflict resolution and mediation
Lifestyle Services
Concierge-level administrative support that simplifies the complexity of managing significant wealth.
- Bill pay and cash management
- Property management oversight
- Aircraft and yacht management coordination
- Personal security consulting
- Vendor management and negotiations
Administrative Services
Comprehensive back-office support providing transparency, organization, and peace of mind.
- Consolidated financial reporting
- Tax preparation coordination
- Document management and record keeping
- Advisor coordination
- Performance measurement and analytics
Risk Management
Proactive identification and mitigation of risks to protect your family and assets.
- Comprehensive insurance review
- Asset protection strategies
- Cybersecurity assessment and planning
- Reputation management
- Crisis planning and response
How We Work
A structured approach to understanding and serving your family
Discovery
Deep understanding of your family dynamics, values, and objectives
Analysis
Comprehensive review of current situation and identification of opportunities
Strategy
Development of customized solutions aligned with your goals
Implementation
Execution and ongoing management with regular reviews
Ready to Experience the Difference?
Schedule a confidential consultation to discuss how our investment expertise can align with your family's financial goals.
Schedule a Consultation