Individuals

We offer tailored solutions for the protection of your family assets that have taken so much effort to consolidate, ensuring the well-being of your future generations. With our Wealth Family Business team we provide direct and continuous care at all times.

Business

We provide guidance and support in all stages of the process of financing your operations and safeguarding your business assets, through our network of international investors and Wealth Planning advisers. You will have an expert advisor who will attend exclusively in all your needs.

Estate planning services

With our Wealth Family Business team we focus on optimizing the profitability and protection of our clients’ assets by collaborating with all aspects for effective wealth management.

 

Our clients reside in different jurisdictions under different systems with legal, financial and tax benefits. As a result, our specialized team will seek the right legal solution for each client

To achieve these objectives, we offer the following services:

Investment Vehicles

  • Establishment and administration of Private Funds
  • Management of your Investments portfolio.

Estate planning.

  • Trust implementation and administration
  • Implementation and administration of Private Interest Foundations
  • Life insurance as succession planning vehicles.

Strict adherence to compliance regulations:

We work in cooperation with recognized financial institutions, law firms and investment professionals with extensive and proven experience, to create tailor-made solutions, strictly complying with international laws and treaties ensuring that our clients make their decisions with agility and security.

Corporate Services

We assist and guide your merger and acquisition processes

Just as we help families with their wealth management, we also help them with their family businesses through the following services:

Incorporation of international vehicles

The proper incorporation and maintenance of a corporation can be a lot of work. Based on our experience in structuring, taxes, government reporting requirements, we are ready to provide you with proper support for your organization, so we offer you the following services:

  • Business onboarding process.
  • Accounting
  • Banking services.
  • Corporate secretariat.
  • Multi-jurisdictional planning.
  • Office services.

Corporate Finances

We develop tailor-made solutions for our corporate clients where external capital is required. We help our customers achieve:

  • Financing.
  • Loans for acquisitions.
  • Capital for growth.

Mergers & Acquisitions

We guide and assist in the execution of international transactions, with the sale and acquisition of companies and joint ventures among others. The link with our customers is based on discretion and a long-term relationship of trust.

We advise our clients throughout the process to merge or sell their companies. To achieve these objectives, we help them in the different phases of the process:

  • Valuation: An estimate of the company’s value is made.
  • Preparation of the company to start the process.
  • Promotion of the company.
  • Professional Support: We are with the customer throughout the process, including search or selection of partners or buyers, presentation of the opportunity, negotiations during the process until the close of the business.

Our team is led by internationally recognized professionals who contribute years of relationships with financial institutions such as banks, private equity funds and investment funds.

 

Commercial service

Through our trading partners we offer global international trade opportunities and the best products available for immediate purchase.

Values

Integrity

Quality

Confidence

 

Respect

Transparency

Closeness

 

Financial and patrimonial services

Mission

We provide financial and wealth advisory services to meet the needs of individuals and families, structuring their assets, so that the wealth and interests of their future generations are protected.

Vision

To be a reference in wealth advisory services, recognized for the excellent attention, the integrity of its advisors, the ethics in the practice of the business and the high quality of our personalized services.

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