We are stewards of the Family Enterprise

We increase the value of the Family Enterprise by guiding better investment decisions and helping our clients manage their family business.

Family Office + Family Business + Family Wealth = Family Enterprise

S A A G A Means Wisdom

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

Human Centered Services

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

Juan Pablo Martínez-Blat

Financial + Emotional Wealth

In addition to protecting the financial wealth of our clients, our human-centered services also aim to increase emotional wealth by providing mentoring and governance guidance.

Wealth Control | Financial Wisdom | Family Governance