Services
Tailored Solutions for Latin American Family Offices and Private Wealth.
We help Latin American family business owners and family offices navigate complex wealth and governance challenges — structuring family offices, strengthening governance frameworks, planning U.S. market entry, and coordinating professional services across borders.
Through our trusted network, we connect clients with top-tier legal, tax, financial, and investment professionals to support succession planning, cross-border structuring, and long-term wealth preservation — ensuring their family and business legacies thrive across generations.
Strategy & Advisory
Helping Latin American families build governance structures that last across generations.
We work with Latin American family offices and business families to design governance structures, succession plans, and legacy frameworks that support long-term continuity — across borders and across generations.
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Vision & Values Alignment: Develop plans that integrate family values with long-term financial and business goals.
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Family Office Setup & Advisory: Advise on establishing family office structures, sourcing multi-family office solutions, or accessing family office-style services.
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Investment Structure Review: Review existing investment structures and facilitate introductions to registered investment advisors suited to the family's objectives
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Succession & Ownership Planning: Develop value-driven ownership transition strategies for generational continuity.
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Next-Gen Education: Help prepare future leaders by guiding heirs on financial literacy, governance, and responsible wealth management.
Cross-Border Wealth Structuring
Helping Latin American families confidently structure and enter the U.S. market.
We help families entering the U.S. market navigate structuring decisions, address tax and regulatory considerations, and connect with trusted advisors and asset managers.
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Tailored Strategies: Develop customized frameworks for diversification and long-term wealth preservation.
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Advisor & Investment Connections: Introduce families to registered investment advisers, financial institutions, and asset managers, and help identify relevant private market opportunities through qualified professionals.
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Risk, Tax & Compliance: Guide families through U.S. regulatory requirements and tax considerations related to their investments.
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Cross-Border Planning: Provide specialized guidance on tax and estate planning for international assets.
Professional Services Coordination
Acting as the strategic orchestrator across your full advisory team.
Families working across borders often find themselves managing multiple advisors in different jurisdictions with no single point of coordination. We fill that role — ensuring all professionals are aligned around the family's vision and long-term priorities.
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Advisor Selection: Identify and introduce specialized legal, tax, financial, and investment experts suited to family goals.
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Ongoing Liaison: Act as the family's point of contact with service providers and institutions across jurisdictions.
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Strategic Oversight: Ensure ongoing alignment between all advisors and long-term family priorities.
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Cross-Border Coordination: Manage relationships with advisors operating across multiple jurisdictions, ensuring consistent strategy and communication.
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Advisory Team Review: Assess the existing advisory structure and identify gaps or redundancies in the family's professional network.