Our Proposal

Our service proposal is based on the concept of an organization called “Multi Family Office”.

Service Proposal

We are continuously working to achieve a cost-effective wealth management process that provides quality, transparency, privacy and control to our clients.

A multi Family Office is a unique service structure, where a family group exclusively delegates to a group of experienced professionals the administration of their financial / wealth matters, their planning and monitoring. This organizational figure guides the client on where to maintain their custody, where to open accounts and type of products based on the needs of the client.

This form of work allows the client and the manager to develop a stronger relationship as there is a more followed, professional, and effective communication. This allows more effective management decisions on managed assets. The advisor as hired by the client, but not by a “financial institution”, will persistently seek to meet the needs of his client. Among others, the selection of institutions, the most solid and with more services to support the client in their specific investment requirements, bank account, loan, insurance, legal service, Trust services, real estate services, etc.

The advisor is technically an employee of his client and not of a particular financial institution.1

1 Some of our employees also work for Miura Capital Broker Dealer.

“Our common services are based on a collective access to professional consultants.”

Family Office Advisor

Family Governance

General Core Values
Family Meetings
General Education & Planning

Investment Management

Investment Policy Design
Portfolio Analysis & Construction
Consolidated Performance Monitoring

Administrative Services 2

Trust Administration
Financial Statement Preparation
Legal Issues & Special Asset Administration

Tax Services 2

Household Coordination & Compliance
Tax Preparation & Filing
Document & Record Management

Wealth Transfer

Financial & Estate Planning
Retirement Planning
Foundation & Philanthropy Administration

Private Banking

Personal or Comercial Loans
Deposit & Safekeeping Services
Concierge & Bill Paying

2 Third party services may require a contract/agreement between the client and the provider. Additional fees may apply.