Asociación para un futuro financiero seguro

Con sede en la Ciudad de México, dedicada a brindar servicios especializados de consultoría patrimonial y de empresas familiares.

SOBRE NOSOTROS

Navegando juntos por el éxito financiero

SOBRE NOSOTROS

1. Assessing Client Needs

Thoroughly understanding the financial goals, risk tolerance, and preferences of each client through comprehensive consultations and analysis.

2. Establishing Objectives and Asset Allocation Strategy

Collaborating with clients to define clear and measurable objectives, and designing tailored asset allocation strategies to achieve these goals within their risk parameters.

3. Aligning Incentives with Banks, Managers, and Providers

Ensuring that incentives are aligned with the best interests of clients, fostering transparent relationships with banking institutions, investment managers, and service providers to optimize outcomes.

4.Constructing Portfolios

Building diversified investment portfolios tailored to each client's unique objectives, risk tolerance, and time horizon, drawing from a range of asset classes and investment vehicles.

5. Implementing Reporting and Monitoring Systems

Ensuring transparency and accountability, while continuously monitoring investments to ensure alignment with client objectives and market conditions.

SOBRE NOSOTROS

1. Succession Planning

Working closely with families to develop comprehensive succession plans that address leadership transitions, wealth transfer, and decision-making processes to ensure continuity and smooth transitions across generations.

2. Conflict Resolution

Facilitating open dialogue and conflict resolution processes to address underlying tensions, disagreements, or misalignments within the family, business, or ownership structure, fostering unity and collaboration.

3. Governance Structure

Assisting families in designing and implementing effective governance structures, including family councils, boards and directors, and advisory boards, to establish clear roles, responsibilities, and decision-making frameworks.

4.Communication Enhancement

Providing guidance on improving communication dynamics within the family and business, fostering transparency, trust, and understanding among family members and key stakeholders.

5. Legacy Planning

Assisting families in defining and articulating their collective vision, values, and legacy aspirations, and developing strategies to perpetuate and preserve their legacy for generations to come.