Family offices are private wealth management advisory firms for -high-net-worth investors. Services include budgeting, insurance, charitable giving, family-owned business, wealth transfer, and tax services.
Comprehensive management of your family heritage in order to achieve its preservation and growth
Decisions related to the management of our clients' assets are supported by advanced analysis processes, through which we previously estimate the impact and consequences of potential decisions, and issue recommendations according to the client's specific needs.
We support our clients in understanding different investment opportunities, through independent analyzes free of conflict of interest built through rigorous due diligence processes and economic and legal feasibility studies, which facilitate the client's decision-making process. .
Long-term wealth consolidation depends on the knowledge of family members about the management of their economic resources. Our team permanently supports the training and updating processes necessary to develop the required skills.
Sometimes your board need a member who does not have any material pecuniary relationship with the company, its promoters, its management or its subsidiaries so it can bring a fresh professional perspective to the board.