Financial and emotional wealth
are two sides of the same coin:
they are inseparable.
– Juan Pablo Martínez-Blat
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We are a Family Enterprise Advisory firm offering services that help our clients preserve and grow their wealth, business and family relationships.
Family Office
Family Business
+ Family Wealth
Family Enterprise
We are a Family Enterprise Advisory firm offering full-fledged Single Family Office services to our clients. We help our clients preserve and grow their family wealth, business and relationships.
Managing the Family Enterprise requires time and knowledge. We give our clients control over their wealth across their Family Enterprise, so they can focus on what is important to them.
Anchored in our unique experience in wealth management, corporate finance and behavioral science, we impact the five pillars of financial wealth:
In addition to protecting the financial wealth of our clients, our human-centered services aim to increase emotional wealth by providing structure and governance guidance to:
Financial and emotional wealth
are two sides of the same coin:
they are inseparable.
– Juan Pablo Martínez-Blat
Financial and emotional wealth
are two sides of the same coin:
they are inseparable.
– Juan Pablo Martínez-Blat
1221 Brickell Ave. Suite 2410
Miami, FL 33131
+1 786-362-6819