About Us

Since 2002, we have been developing close, warm and enduring relationships with our clients. In some ways, we are a very unusual organization as we act as a single family office for each one of our clients, and they see us as if they were our only client.

Using a unique combination of wealth management, corporate finance and organizational design skills, we strive to be a supporting pillar for decision-making, governance and investment execution oversight.

Meet Our Team

Juan Pablo Martínez-Blat

Founder - Partner

Alejandro Serralde


Alberto Beraha

Anamaría Basalo

Family Office Executive

Marieva Martinez

Business Operation Director

Eduardo Carrasquero

Corporate Finance Director

Pedro Obregon

Corporate Finance Director

Elaine Arozena

Associate Consultant

Hillary Jaap

Marketing and Outreach

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

– Juan Pablo Martínez-Blat