The Value of
Financial Advisory
Personal finances tend to become more complex over time, especially as wealth grows. The available options multiply, the need to evaluate future scenarios becomes more important, and the possibility of making mistakes becomes more frequent. In addition, as the current financial situation is the result of multiple previous decisions, it is beneficial to conduct regular and thorough reviews to ensure that everything is in order and up to date.
CONTACT AN EXPERT
A Boutique for Financial & Investment Advisory
Our differentiators are the transparency, privacy, quality, and impartiality of our advice. To achieve this, we offer an ultra-personalized boutique-style service model and allocate the necessary time to provide quality advice.
Investment Advisory
We provide our clients with our knowledge and experience in the financial markets, investment products and strategies, offering personalized recommendations that fit each client's unique needs and objectives. Our pillars are transparency in terms of fees, commissions and conflicts of interest, diversification and risk management, constant monitoring of investments, regulatory compliance, and effective communication.
Investment advice builds on the results of financial advice and encompasses the following:- Assessment of needs, objectives, and preferences
- Investment policy drafting
- Products and strategies selection
- Setup and performance monitoring
- Suggested changes
Financial Advisory
We are fiduciary professionals with the knowledge and tools to help you get your personal finances in order, focusing on avoiding costly mistakes, or missing opportunities. Our financial advisory services cover all the basics of personal finance, and its most valuable result is the peace of mind of knowing that you are on the right track and in good company.
Financial advisory covers the following aspects:- Cash flow analysis
- Savings needs by objectives
- Investment portfolio design
- Balance sheet structure and funding sources
- Product selection
- Risk management
- Asset protection
- Retirement planning
- Gifts, charities, and estate planning
- Costs & tax control
- Implementation
- Second opinions and support in meetings with specialized providers
- Regular reviews
- Consolidated performance reports
Migrants and
first generations.
Our services are suitable for different situations, but individuals who have accumulated considerable wealth value them the most. These individuals seek the guidance of a knowledgeable and trusted financial advisor that will make sure all parts of their financial situation are analyzed, optimized, and aligned with their goals.
Those who have immigrated as adults will benefit from our expertise in this area, helping to bridge gaps and taking advantage of the wide spectrum of options available. In addition, we offer the additional, unusual benefit of being able to serve clients who reside in Latin America.
Finally, we are happy to engage and educate new generations on wealth management issues so that they are better prepared when the time comes for them to manage their wealth.
Infrastructure and Services for Integrated Financial Advisory.
To support our analysis and recommendations, we use specialized software that allows us to capture, measure, monitor and simulate scenarios considering potential events, tax effects and changes in key variables, among others.
Topics like estate or tax advice may require further analysis or implementation by specialized professionals, such as lawyers or accountants. Our services include interacting with them and supporting the client's interests.
Although we can function as intermediaries in the securities markets, our core business is financial and investment advisory. Upon request, we can facilitate the opening of self-directed accounts through our broker custodians.
Advisory Costs
Integrated Services
Ongoing financial and investment advisoryOur flagship product is also our most comprehensive service combining our two lines of advisory. Compensation is an annual percentage of the assets under advisory, according to complexity and scope, to be set after the exploratory meeting and during our services proposal.
Separated Services
Financial AdvisoryOur advice can be comprehensive or focused. Compensation is a flat fee, according to complexity and scope, to be set after the exploratory meeting and during our services proposal.
Stand-alone enquiries: billed per hour of service, according to the current rates.
Our advice costs an annual percentage of the value of the assets under advisory. The percentage will be set after the exploratory meeting and during our services proposal.
Stand-alone enquiries: billed per hour of service, according to the current rate.
Brokerage Services
In accordance with PRG fee schedules.At the time of making proposals and recommendations, we will discuss the effects of any product-based commissions or retrocessions.