Private Wealth Management
TAX-EFFICIENT PORTFOLIOS
Lifetime Capital Needs:
Seeks to ensure financial independence. Consistent, reliable cash flow & income to support your lifestyle.
Wealth Surplus:
Designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs.
Your Next Venture:
Focused on wealth creation, exponential and disruptive technologies, and unique investments.
Receive Weekly Market Updates
Your Interests Come First
True Fiduciary Standards.
Transparency for Your Protection.
Embrace the legal fiduciary obligation to place Clients interests first
Deliver comprehensive financial planning
Provide fee-only advice
Do not accept commissions
Receive only one source of revenue: Client fees
Provide transparency on portfolios and investments
Remain independent from any bank, broker dealer, insurance company, or custodian
Measure Client performance returns using independent third parties
Do not create products to sell or price any public securities
Do not physically hold or possess any client assets, securities, or money
Customized Investment Portfolios
Blending Public and Private Market Solutions.
Public Investments
Reasonable costs
Relatively tax-efficient
Disciplined, complimentary managers
Diversified holdings to reduce expected risk
Private Investments
Long-Term orientation
Diverse platform
Customization of vintage year and structure
Illiquidity premium
Market inefficiencies
DIVERSE INVESTMENT OPPORTUNITIES
+ Private Markets
+Tax-Efficient Investments
+ Real Estate
+ Qualified Opportunity Zones
+ Private Capital
+ Private Equity Secondaries
+ Deep Network Sources
$1.283M
Assets Under Management
2021
Top LATAM Network Cluster
#1
Best Boutique Multi-Family Office
10+
Liquidity Events
Put Your Goals at the Center of the Planning Process
"We simplify complexity with goal-based planning -- the clarity and wisdom you need to take action confidently."
Hector G Sosa | Managing Director,
