Our clients

Our clients

Families, private clients

Wealth planning by objectives.
Investment policy design.
Financial education and family integration.
Alternative assets program.
Wealth Consolidation, report generation ("Best in Class") and cost optimization.
Product due diligence.

Escena serena del océano con olas suaves que se dirigen hacia la orilla. El cielo está despejado con un degradado de azul claro en la parte superior a un suave color naranjo cerca del horizonte, sugiriendo el amanecer o el atardecer

Paisaje sereno con colinas cubiertas de pasto. Hay un árbol sin hojas en el lado izquierdo de la imagen. El cielo está mayormente despejado con algunas nubes dispersas.

Endowments, foundations

Development of investment strategy aligned with mission and objectives.
Design of investment policy.
Definition, elaboration, and participation of the investment committee.
Strategies related to social impact investment.
Alternative assets program
Wealth Consolidation, report generation ("Best in Class") and cost optimization.
Product due diligence.

Family Offices

Support in the elaboration and analysis of investment policies.
Wealth Consolidation, report generation ("Best in Class") and cost optimization.
Strategy and "On Demand" studies team.
Alternative assets program
Product due diligence.
Advisory with experts on other topics relevant to wealth.

Piedras lisas apiladas unas sobre otras en agua poco profunda. El agua es clara y las piedras están mojadas, reflejando la luz. El fondo está ligeramente desenfocado, sugiriendo un ambiente tranquilo y pacífico cerca de un cuerpo de agua.