We are a financial advisor firm registered before the Securities and Exchange Commission (SEC), based in the city of Miami, Florida. We offer investment advisory and financial and wealth planning services to a select group of clients.
We offer our clients a wide range ofwealth managementservices, backed by a solid corporate governance structure and a strong compliance and legality culture.
Our corporate governance structure includes several committees responsible for overseeing the company’s structure and strategy as well as the compliance program. We are committed to complying with all applicable laws and regulations and best practices, focusing on satisfying the needs of our clients.
The following are among the services we offer:
We currently offer financial advice to 10 investment funds and manage another two. The investment funds are domiciled in three jurisdictions: Luxembourg, Switzerland, and Ireland.
Our tailored services include personal and familial financial and wealth planning, among others. These processes often require identifying appropriate investment strategies and wealth planning structures, such as trusts or investment vehicles that address the specific needs of our clients, which enables us to better understand their present circumstances and to plan for the future. Our goal is to build close and long-term relationships, based on investment strategies aimed at preserving and growing capital in a sustainable manner. We also offer advice on philanthropic causes, concierge and lifestyle services, education services, and management for non-financial assets.
