Multi-Family Office Services
Wealth management
We support families in organizing and harmonizing administrative processes between their businesses, investments, and family members. For such purposes, we will keep your family records up to date with authorities, banks, and custodians.
Comprehensive Investment Supervision and Asset Custody
We collaborate in the appropriate selection of investment managers in several asset classes, ensuring that they fit your financial objectives, including the most appropriate benchmark to measure the performance of your portfolio and closely monitoring your risk profile. In addition, we manage the master operating agreement and oversee the granting of limited powers of attorney to the custodian bank, to maintain maximum security in the management of your assets. Finally, we review the monthly reports and reconcile them with the account statements, ensuring transparency and reliability in each period.
Identification of opportunity areas
In collaboration with several experts, we will propose solutions in organizational, tax, legal, and financial areas to optimize the management of your assets.
Family investment policy and governing body
We support our clients in creating, implementing, and reviewing an investment policy aligned with the family's objectives and will propose the establishment of family policies or family governance when necessary.
Succession Planning
We provide support to identify and structure clear succession agreements to avoid conflicts that may affect the family estate, anticipating the moment of the generational change.
Investment Opportunities
We provide financial advisory during the search and evaluation of opportunities to participate in investment funds, private equity, venture capital, and real estate investments.
Financing optimization
We will design and evaluate efficient financing strategies to maximize family wealth.