Vision
Consolidate and increase the patrimony of our clients and transcend generationally as the leading Family Office in Mexico.
Mission
Offer a personalized comprehensive wealth advisory service applied to decision-making in the short, medium and long term.
Vision
Consolidate and increase the patrimony of our clients and transcend generationally as the leading Family Office in Mexico.
CONFIDENCIALIDAD
Garantizando la protección absoluta de la información financiera y patrimonial de nuestros clientes, con el más alto nivel de discreción y seguridad.
PRUDENCIA
Cada decisión se toma de manera cuidadosa y estratégica para asegurar el crecimiento y la protección de los activos familiares a largo plazo.
HONESTIDAD
Transparencia y claridad en cada aspecto de la gestión patrimonial, construyendo confianza a través de una comunicación sincera y abierta.
CERTEZA JURÍDICA
Aseguramos que cada acción esté respaldada por un marco jurídico robusto y confiable para proteger los intereses de nuestros clientes.
Our Principles
Services
We offer services based on our experience and philosophy to formulate strategies focused on the control and orderly preservation of our own assets and those of our clients.
PLANNING
-
Family Estate Analysis and Planning
-
Patrimonial Due Diligence
-
Investment and asset risk management
-
Heritage structures
PLANNING
STRATEGY
-
Strategic consulting
-
Family governance structure
-
patrimonial supervision
-
Advice and mentoring in family businesses
-
family bank
-
succession planning
STRATEGY
PATRIMONIAL
-
Wealth management
-
Liquid and real estate investments
-
Investment strategy
PATRIMONIAL
ADMINISTRATIVE
-
Administrative services
-
Taxes
-
Accounting
-
expense management
ADMINISTRATIVE
ARTÍCULOS RECIENTES
Our team
Strategic, Legal and Fiscal equity investment.
Andres Alonso Pérez
CFO CoFounder
Lawyer
15 years Family Office
Swiss Private Banking
Legal Director Teleco sector
Leilah Burillo Grunberger
CEO Founder
LRI 15 years Family Office
Swiss Private Banking
Vice President Telco Sector
Javier Mondragon
CoFounder
UNAM Law Degree
MA Economics for Competition Law Kings College London
Senior Management IPADE
Notary 73 CDMX Mexico
Gerardo Napolitano Pompa
CoFounder
UNAM Law Degree
MA Economics for Competition Law Kings College London
Senior Management IPADE
Notary 73 CDMX Mexico
Strategic Alliances
Muñoz Manzo y Ocampo, S.C.
Tax Advisors
