We help companies and individuals who want to prepare budgets and financial forecasts, treasury management and corporate financial analysis including market reviews, industry analysis, financial ratios, among others.

We work with the clients on understanding their needs and goals, and together defining their short term and long-term objectives. These help to create a blueprint of the best financial solution for their needs. We take special care on getting to know our client and providing a personalized service.

We design an specific investment strategy to reach the objectives defined with the client, taking into consideration the best investment opportunities in the market.

We keep close track of the economic events and financial markets movements, to monitor the performance of the portfolio. In collaboration with our partners, we make sure that the clients are constantly informed of portfolio performance and tactical opportunities. At the same time, we constantly monitor the strategy implementation by the financial advisors and banks

We work with our international partners to carefully implement the investment strategy, optimizing the asset allocation and security selection in the investments. As an important value added for our customer, we take special care on making sure to optimize the management and investment fees associated to the portfolios

We prepared consolidated investment reports for the clients, facilitating the understanding of their investments, and providing a transparent view of the results. We create the most appropriate benchmarks to track performance

Through our years of experience, we have developed strong relations with financial institutions, investors, fund managers, accounting firms, corporate and legal advisors, among others. We leverage this network for the benefit of our clients.

We help our clients to identify the most appropriate corporate structure to achieve their goals. We have developed a comprehensive experience by helping to set up businesses across the United States and Latin America, and we have partnered with leading legal firms in the region.

For our clients who chose to establish family and institutional Trusts we offer the access to top legal firms with extensive experience on this area. We accompany our clients throughout the process, ensuring that all the expected results are achieved, in a cost-effective and efficient manner.

Very often businesses and families need to define a clear succession plan to manage their assets and ensure sustainability in the future. We have developed experience advising on this area and ready to help in the process.

We work with our clients who are considering or ready to implement charities and philanthropic initiatives, by defining their objectives, understanding their capacities, and advising on structure and financial planning to fulfill their goals.