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.
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.