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Wealth Management

Family wealth is more than just an investment portfolio. Decades of experience in managing family wealth have taught us that the main goals of any family with valuable assets are: the protection and growth of their family estate and a conflict free wealth succession.

Our business model is unique because we are a global firm with a powerful global operating infrastructure and a wide range of international services covering your family wealth needs, while maintaining the personalized service and flexibility of a boutique financial firm. Our open approach architecture provides clients a high level of flexibility in the structuring of any solution including decisions to choose their own custodian(s), selection of asset-based advisory fee, traditional brokerage commission, and geographic flexibility. Efficient Wealth Management is an activity that requires full time commitment, involving the use of sophisticated tools and processes and a team of professionals that will work for your family without a conflict of interest.

This approach allows us to provide the highest levels of global wealth management services that clients can feel secure and comfortable with. Our solutions can include a comprehensive set of services: Risk Management, Global Asset Management, Investment Banking and Family Office services.

Contact:  Humberto Banuelos