Value Proposition
Un verdadero Family Office que asesora tanto a quienes construyeron el patrimonio como a quienes lo van a heredar — con objetividad, independencia y foco en la familia como sistema completo, de los padres a los hijos.
Next Generation Preparation
- Evaluación de madurez y preparación individual para la sucesión
- Educación financiera y en toma de decisiones, adaptada a cada etapa de vida
- Mentoría individual y grupal según el futuro rol de cada heredero
- Incorporación gradual a la gobernanza familiar (observador → miembro → líder)
- Acompañamiento en hitos de transición: primer directorio, primer comité de inversión, primera responsabilidad patrimonial
- Espacios de diálogo intergeneracional entre padres e hijos
Discovering Values and Purpose
- Personal and Family Values Map Identification
- Diagnosis and understanding of the family system
- Workshops on family purpose and Family Office strategy
- Workshop on Governance Spheres in the Family Ecosystem
Diagnóstico Integral del Capital Financiero
- Personalized diagnosis
- Alignment with family goals, risks, and values
- Global and Comprehensive Heritage Report
- Economic Heritage Strategy Design
Design and Structuring of Family Offices
- Organizational Architecture of a Family Office
- Definition of roles and responsibilities
- Implementation of processes and controls
- Selection of suppliers and external advisors
Investment Governance
- Family risk profile discovery interviews
- Quantitative optimization of strategic asset allocation
- Definition of the investment process, roles, and responsibilities
- Investment Policy Preparation
- Structure of the Supervisory Body of the Investment Committee
Investment Committee
- Structuring and Implementation of the Investment Committee
- Independent Committee Member
- Governance Design and Agenda Setting
- Evaluation and Selection of Investment Opportunities
Global Asset and Risk Management Report
- Reporting Tool Selection
- Consolidated Financial Report Design
- Risk Management
- Profitability and Risk Reporting