Private Office
Holistic approach to wealth and succession planning to respond the needs locally and abroad. Development, execution and maintenance of onshore and offshore structures.
We are interconnected and, at the same time, independent firm promoting sophisticated strategies, negotiations, personalized and agile solutions, prioritizing, above all, discretion, and confidentiality.
Highly qualified professionals dedicated to assisting families in their estate and succession planning.
Ensure that clients personal priorities, tax efficiency and compliance requirements are met.
Unrestricted access to the best providers locally and abroad. We have complete freedom to work with the clients advisors.
We select and coordinate the services of the most reliable and reputable providers.