We act as a Chief Investment Officer (CIO) to our clients, striving to be the investment arm of Family Offices y Enterprises (Pension Funds, Insurance Companies, Corporate Treasuries, etc.). We offer holistic portfolio advice through consulting services for the development and implementation of Strategic Asset Allocation (SAA). We believe that the development of SAA is of utmost imporance to obtain successful results in a long-term oriented investment strategy.

Advisory and consulting on specific matters on an individual asset or Multi-Asset portfolios.

• Institutionalization/Professionalization of Family Offices
• Cost structure reviews
• Risk management and derivatives strategies
• Enterprise valuation (for both public and private companies)
• Board participation as independent directors
• Development of more efficient structures and transition/estate planning