Bicultural Family Office
lifestyle | investment | relocation
Family Office Services for Latin American Investors
Our Family Office services are dedicated to implement a strategic roadmap to improve the investment, personal and lifestyle affairs of a curated community of Families from Mexico and Latin America with interests in or in the process to relocate to the United States.
We believe that leadership, a cohesive family vision, shared values and intellectual & human capital of future generations are essential to sustain and grow financial capital.
In a complex and dynamic global environment, Families face the challenge to take advantage of valuable opportunities abroad to improve their social and financial standing.
We are uniquely positioned to support bicultural clients because we are binational and bicultural business executives and multi-disciplinary professionals, international business developers, project managers, and team leaders.
PROFESSIONAL AND ETHICAL CONDUCT
BICULTURAL FIT
PERSONALIZED COMMUNICATION
TAILORED INFORMATION
ENTREPRENEURIAL APPROACH
AGILE, AUTONOMOUS AND ADAPTIVE
PRIVATE & CONFIDENTIAL
LIFESTYLE MANAGEMENT
We understand managing the interests of a family can be complex on its own, even more so if you need to manage from afar or during relocation. We support Families to manage and monitor their Lifestyle affairs, from travel and various activities to handling personal, education and health issues as well as supporting younger members with financial, business & charity literacy. Additionally, Families seek to diversify, grow and transcend their personal and financial legacy, for which we ca prudently research and analyze information, and coordinate with third parties to successfully manage major purchases, expenses, property and wealth.
Travel
& Activities
Personal Services
& Concierge
Major Purchases
& Expense Management
Household
Administration
INVESTMENT OPPORTUNITIES
The ultimate goal of our team is to sustain and grow Family’s wealth by creating, analyzing and recommending new investment opportunities for the short, medium and long-term. We provide Families the necessary information for their decision making, while closely coordinating with third parties, monitor & supervise status of activities, and monitor opportunities and risks.
Our industry experts and strategic partners provide independent perspective and objective recommendations for investment options. Austin and other small and large cities in Texas currently offer plenty multi-family, commercial and industrial real estate opportunities.
Banking
Tax
Insurance
We also leverage our knowledge and relationships with scale-up and mid-market technology companies that are innovating to solve some of the world's most important problems. Our TechHAUS program supports great companies that represent ideal investment alternatives.
All foreign investors are different, but might not always have all the necessary information. We can support them by developing an "investor profile" to analyze alternatives that can help Families diversify and grow their wealth in the United States. We also help Families coordinate legal, accounting, banking and financing affairs through the specialist of their choice or identify and interview high-quality professionals.
We serve as a single point of contact, coordinator, planner and adviser for the management of an individual's or family's social and financial capital.
