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.
The wide range of wealth management services we offer our clients is backed by a solid corporate governance structure and a strong compliance and legal culture.
Our corporate governance structure includes several committees that are responsible for overseeing the company’s structure and strategy as well as the compliance program. We are committed to complying with all applicable regulations and with commercial best practices, focusing on satisfying the needs of our clients.
The following are among the services we offer:
We currently offer financial advice to 14 investment funds in four jurisdictions: Luxembourg, Mexico, Switzerland, and Ireland.
Furthermore, our personalized services include financial planning and personal and family wealth planning, among others. These processes often require that we identify appropriate 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-lasting relationships in order to protect the wealth of our clients. We also offer advice on philanthropic causes, concierge and lifestyle services, education services, and management for non-financial assets.
Additionally, we are certified as an “outstanding company” under the Crese® Norm.
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