Why Families Choose Us
Independence
Sin conflictos de interés — solo el mejor interés para su familia…
Confidentiality
Absolute discretion in every aspect of our relationship.
Empathetic Advice
We understand the human dimension behind heritage.
Integral Family Capital
Reinforcing the approach of all forms of family capital: economic, socioemotional, and institutional.
Academic and Practical Approach
Interdisciplinary team with academic rigor and real-world experience.
Next Generation
Planning, monitoring, and long term
THE RESULT
What We Achieved Together
Family Unit and Talent Development
Resilient and values-driven family ecosystems
New generations empowered in their future role as guardians
Reduction of internal conflicts and increase in cohesion
Disciplined investment strategy and clear reporting
Expectation alignment among members
Our Team
Leadership with Experience
Dr. Andrea Cuomo
Managing Director
Andrea Cuomo, Ph.D., ha ocupado cargos de alta dirección en Credit Suisse, Quilvest y Julius Baer. Approximately 35 years of advising en wealth management y a familias empresarias, y más de 15 años como profesor invitado en distintas business schools de Latinoamérica.
Javier Mendicute
Managing Director
Javier Mendicute, es especialista en asesoría de inversiones y estrategia de Family Offices, con más de 25 años de experiencia. Ingeniero Comercial por la PUC Chile y MBA por IESE Business School. Ex CEO de Quilvest Chile y Credit Suisse Chile.