Business Areas
MULTI FAMILY OFFICE
We fully support our clients in wealth management and financial, tax, accounting and legal aspects.
Investment and Strategy Advisory
We manage all operations related to investments, which allows us to minimize errors and facilitate their administration.
Execution and Operational Aspects
Permanent analysis and monitoring of markets and products available to define the best strategies.
Consolidated Information
Our internal development systems are unique tools that allow to view and analyze portfolios in a consolidated way, day-to-day.
Risk Control
We have an internal accounting team to fully support the control and registration of investments.
Cost Optimization
Through a powerful analysis structure, we build diversified portfolios, selecting the best managers and products.
Accounting and Tax Support
Permanent control of the costs of portfolios, both transaction and investment products.
Alternative Assets
Program
Our program allows high net worth families and institutions to gain access to the asset class in a planned, orderly and controlled manner, allowing them to meet their long-term return goals.
Access, Analysis
and Selection
We carry out a complete and constant mapping of the funds that are raising capital, which allows us to plan and invest in an orderly manner through a strong analysis structure and, process.
Operability, Control,
and Follow-up
We take care of all the operational issues related to investments in international alternatives, solving relevant problems for our clients.
Consolidation
and Reporting
Our propietary systems consolidate both in a simple and orderly way the investment portfolios of our clients, with tools and reports that support the process of decision making.
Operational Support
We support family offices in the operational management of their investments. We have propietary systems and tailored reports that facilitate management and allow them to maintain focus on their internal investment processes.