We specialize in accompanying family businesses, where wealth usually originates. We work with the family while maintaining control of the business, helping to structure governance, define family protocols, integrate the next generations and align interests between family and business. Our experience with families of more than ten generations has allowed us to identify the key factors that explain the success and continuity of wealth in the long term.

In the last 15 years we have accompanied numerous entrepreneurs, many of them founders of digital companies with early exits. When the wealth and family structure is still to be built, our experience with multi-generational families allows us to design a solid path from the very beginning. In addition, we accompany many of them in new business ventures after their first success.

More than 60 % of our clients have their own family office, from small structures to large teams. We adapt to each model, complementing internal capabilities and providing expertise in international best practices. We act as a strategic support to the internal team, assisting in their professional development, in the design of compensation systems and in the incorporation of advanced technology and processes.

We assist various institutions in the management of their assets. We advise the treasury and surpluses of family businesses, as well as endowments, foundations and religious institutions in the fulfillment of their fiduciary duty to preserve and grow their assets in the long term. We act as a strategic and formative support to the internal team, providing an external reference team for investment decisions.