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 legality culture.
Our corporate governance structure includes several committees charged with the responsibility of overseeing the company, its strategy and management, advising on different mandates, risk management, and 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 12 investment funds in four jurisdictions: Luxembourg, Mexico, Switzerland, and Ireland. We also manage three regulated funds in Luxembourg.
Our customized services include personal and family financial and wealth planning, among others. These processes often require that we identify appropriate wealth 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.
