Wealth Management & Family Advisory
Tailored wealth management under open architecture and absolute independence
Preservation and growth of family and institutional capital, completely free of issuer conflicts of interest and strictly aligned with client goals.
We provide comprehensive wealth consulting built on a client-centric model, where risk tolerance, time horizons, and personal legacy objectives govern every recommendation.
We operate under an open-architecture philosophy: we do not sell proprietary financial products or rely on a single custodian, eliminating distribution conflicts and guaranteeing objective advice.
We maintain established relationships and working arrangements with premier private banks and multi-custody platforms in Chile, the United States, and leading international jurisdictions.
Key Challenges We Address
Core Capabilities & Scope
- Investment Policy Statement (IPS) design and comprehensive profiling
- Strategic and tactical global asset allocation
- Access to multi-custody platforms locally and offshore
- Continuous monitoring of portfolio volatility, costs, and net returns
- Consolidated performance reporting and recurring fiduciary review
- ›Zero product distribution to prevent intermediation bias
- ›Capital preservation as the primary guiding principle
- ›Seamless alignment with each client's cross-border tax posture
Other Practice Areas
Real Estate
Identification, structuring, and management of prime real estate assets capable of delivering predictable cash flows and long-term capital preservation.
Private Debt
Bespoke private credit vehicles for solid enterprises and real estate projects, underpinned by strict covenant analysis and real guarantees.
M&A
Expert guidance through business acquisitions, divestitures, mergers, and corporate restructurings, from valuation to definitive closing.