Services

We are a Family Enterprise Advisory firm offering full-fledged Single Family Office services to our clients. We help our clients preserve and grow their wealth, businesses and relationships.

Single Family Office

We support the Single Family Office – not by managing money, but by designing, operating and advising the single family office:

SFO Design & Advisory
SFO Outsourcing
Global Balance Sheet Reporting
Investment Committee Advisory
Pre-Immigration Coordination
Risk Management Coordination

Family Business

Our work fundamentally changes the way our clients think about wealth creation in their family business.

Growth Strategy Design
Financial Forecasting & Valuation
Board of Directors Advisory
Effective Decision-Making Workshops
Managerial Effectiveness Workshops
Managerial Due Diligence

Governance

Our governance guidance gives our clients the structure they need to maintain good working relationships within the family business.

Governance Advisory
Succession Plan Execution
Estate & Tax Planning Coordination
Governance Effectiveness Workshops
Counseling & Conflict Mediation
Family Council Advisory
Education and Personal Development

Financial and emotional wealth are two
sides of the same coin: they are inseparable.

– Juan Pablo Martínez-Blat