Holistic asset management.
Liquid financial investments, such as stocks, bonds and alternative assets.
Illiquid non-financial investments, such as private equity, real estate and private credit funds, among others.
Strategic asset allocation.
Estate Reporting and Analysis
Execution of services and continuous supervision of providers with the objective of achieving complete efficiency in costs, quality and results.
Analysis of direct and private projects, such as M&A, real estate and private equity transactions, among others.
State of the art estate reporting.
Advisory and Consulting
Family and corporate governance implementation.
Development and implementation of the estate structure and investment policy.
Creation and execution of the investment committee.
Optimization of the estate’s fiscal structure.
Structuring of private collections.