About us?
We are a firm specialized in providing advisory services in wealth strategy , founded in Brickell, the Financial Center of Miami, FL.
Our team is integrated by professionals and a network of strategic partners who contribute to proposing and implementing personalized wealth solutions for our clients.
Our mission
“To provide our clients with personalized strategies and solutions, which secure over time the stability of their heritage, to guarantee their well-being and the care of what they love the most. "
Our vision
"To be a firm recognized for our expertise in designing personalized wealth strategies, and for providing excellent service to our clients."
Our values
Excellent service
Confidentiality
Confidence
Empathy
Honesty
Expertise
Our clients are people who have high equity value, in Mexico and Latin America, who wish to strengthen the structure of their equity and offset the effect of various risk factors that could deteriorate its value over time.
Our clients matter
Solutions we can provide
Our value proposition focuses on the design and execution of solutions that allow us to mitigate the patrimonial risks of our clients.
As an integral part of our solutions, we make the life insurance offering of US companies affordable, which are subject to strict regulations by the state, to protect consumers.
Family Protection
Strategies for the protection of key people in families and companies
Equalization of inheritances
Strategies to achieve balance in inheritances
Patrimonial transfer
Strategies for gradual transfer of wealth
Business continuity
Strategies for business continuity and foundations
Estate succession
Strategies to transmit heritage
Income substitution
Strategies to replace income
Asset protection
Strategies for the protection and diversification of assets
Our strategic alliances
In creating value for clients, our strategic allies are law firms, tax specialists, accountants, experts in tax succession and real estate.
We are allies of international providers and leading companies in the life insurance industry in the United States.
Contact
1395 Brickell ave. Suite 800, Miami, FL
Cell + 1 (713) 373 1472
Tel + 1 305 200 8822
