Solutions for Families
Reinvent the way you experience wealth
Our offer is designed to meet the needs of our clients’ families who benefit from the experience and our additional service alternatives.
Our services are integrated, starting with a conversation to understand where your family is today, what your current needs are, and what additional support you may benefit from over time.
These additional resources may include dedicated guidance from our wealth and investment strategy teams, as well as access to our strategic partners for any additional selected services.
Family Services
Heritage Protection
Our focus is on preserving and growing our clients' financial legacy, giving them the confidence and peace of mind to successfully navigate the future. We offer security and effective management strategies that ensure the continuity and growth of assets; We protect your assets against seizures, lawsuits, divorces, etc.
Organization and structuring of Family Heritage
We develop effective strategies and tools for the management and protection of the assets of each family, independent investors, ensuring the continuity and growth of the financial legacy for future generations.
Strategic social configuration for Heritage protection in the USA and LATAM
Our purpose is to help families establish and maintain their assets in an optimal environment, guaranteeing protection, tax efficiency and continuity on two different continents. To achieve this, we offer customized solutions in an optimized legal and tax environment.
Tax and financial planning of the Estate
This service focuses on guiding our clients towards regulatory compliance, legal and tax structuring, estate planning, and tax strategies, among other aspects, with the aim of guaranteeing their long-term financial well-being.
Estate Administration in the USA
We offer our clients specialized solutions for the efficient and effective management of their assets and financial resources in the United States; We manage and protect your assets in a professional and effective manner.
Real Estate Investments / Capital
Within our portfolio of services, we highlight the Investment Strategy, whether in real estate, financial instruments, or a combination of both. Our proposal lies in taking advantage of opportunities in both the real estate and financial markets to optimize your returns and effectively manage risk. We ensure, if you wish, that your investments and assets are protected with the anonymity that is required, allowing social protection. , financial, both in the USA and in LATAM
Administration of family investments in the USA
Within our Investment, Estate Planning and Asset Management strategies, we strive to develop approaches that are precisely tailored to each family's individual needs and objectives.
Family and individual insurance
We focus our service on evaluating the specific needs of each family and each of its members, selecting the most appropriate insurance products and constantly managing policies to guarantee effective coverage at all times; Tax planning and life insurance a very good combination for safe tax planning.
Immigration and legal guide
This service aims to provide general guidance for a safe and effective migration socially, financially and mainly fiscally, for investors, families, family members or executives; This guidance allows you to simplify the immigration process, ensuring that our clients have access to reliable and professional resources to meet their immigration and legal needs.
A holistic and efficient approach to family wealth management.
Our advisors bring decades of sophisticated experience managing the financial complexities of individuals and families across generations.
Your Family Legacy
Our team has extensive experience working with families to develop customized solutions to strengthen meaningful connections, foster independence, empower the next generation, and prepare loved ones to manage the estate.
Governance and education begin with identifying what matters most to you: your values, goals, interests and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term goals.
We provide direct support to families in a variety of areas, including, but not limited to, family reunion facilitation, philanthropic and impact consulting, next-generation education, career counseling, financial education, peer-to-peer events, and networking.
