We are an independent financial consultancy serving clients throughout Latin America and specializing in personal investment planning for ambitious professionals. We offer independent tax advice to our clients in 5 different languages and manage investment instruments in 6 currencies across 350+ funds from over 85 of the world’s biggest and strongest banks. Our advisors have 50+ years of combined
experience in giving first-class guidance to International Investors. Our areas of expertise include:
- Retirement Planning: so you don't have to worry about maintaining your lifestyle after you stop working;
- Education Planning: to provide private schooling or University for your children;
- Single Premium Investments: for our clients who would like to start building wealth and financial stability for themselves and their families;
- AFORE Management: specifically for our Mexican clients
- General Portfolio Management: financial health so our clients can sleep soundly knowing their assets are well taken care of. We can look at investment plans that offer:
1) 100% investor protection
2) 100% data confidentiality
3) Tax-efficient investments & tax exemptions on earnings
4) Hard-currency inflation protection
Notificaciones
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