Wealth Control

Financial Wisdom

Family Governance

Family Enterprise = Family Office + Family Business + family Wealth

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 wealth, business and 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.

Wealth Control

Control and Peace of Mind

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.

Financial Wisdom

Knowledge and Expertise

Anchored in our unique experience in wealth management, corporate finance and behavioral science, we impact the five pillars of financial wealth:

Liquid Assets
Real Estate
Direct Investments
Real Assets
Family Business

Family Governance

Financial and Emotional 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:

Board of Directors
Investment Committee
Family Council
Management Committee

Financial and emotional wealth
are two sides of the same coin:
they are inseparable.

– Juan Pablo Martínez-Blat