1.287B
Assets Under Management
2021
Top LATAM Network Cluster
#1
Best Boutique Multi-Family Office
10+
Liquidity Events
LIFE SIMPLIFIED
Family Office built for flexibility. Optimize your TIME to pursue what matters most.
+ Wealth Management
+ Liquidity & Exit Planning
+ Tax Strategies
+ Public and Private Investments
+ Private Banking
+ Legal, Estate & Philanthropy
+ Family Governance and Education
+ Lifestyle and Wellness
Founded on Transparency
1
TRUE FIDUCIARY
STANDARDS
You interests always come first
2
TOTAL
ACCOUNTABILITY
Independent firm adhering to strict SEC regulations.
3
TRANSPARENT
COSTS
Advisory Fee only.
Intelligent Wealth Management
Tax-efficient portfolios, asset protection strategies, and custom solutions. True Fiduciary Standards. Your interests come first.
Direct Private Investments
ACCESS CURATED FOR YOU
Sourcing opportunities not typically available to individual investors. Discover an ecosystem of private market opportunities.
Multi-Family Office
Private Wealth Management
CEO FOUNDERS & ENTREPRENEURS
WEALTH CREATORS
PRIVATE EQUITY & VENTURE CAPITAL PARTNERS
NEXT-GEN INNOVATORS
Liquidity Planning. Selling Your Business. Exit Strategies.
Security.
Simplicity.
Transparency.
START YOUR JOURNEY TODAY
Wealth Simplified.
