We excel in advising families on inheritance, succession planning and wealth transfer strategies

"When it comes to inheritance and wealth transfer, we are the experts, seeking the perfect financial vehicle for succession. We manage the process every step of the way so you can achieve your goals."

About Us

Let´s talk about liquidity and succession

We are a firm serving both B2B and B2C markets, with over 80 years of combined experience in successful financial, succession, and inheritance planning in the international arena. We specialize in designing and delivering personalized wealth strategies, including financial and corporate solutions, with meticulous and seamless execution.

Our unrivaled elite team has unique and complementary skill sets with shared experience in the insurance and financial industries, performing executive roles in JP Morgan, UBS, Citi, Sun Life, New York Life, ultra-high-net-worth Family Offices, among other leading institutions in the United States, Mexico, Europe and Latin America.

We help you protect what matters most and prepare it for the future.

Headquartered in the vibrant city of Miami, Florida, our firm extends its services to families, financial institutions, and advisors not only across the United States but also throughout Latin America (primarily Mexico, Chile, Colombia, and Costa Rica), Europe (particularly Spain, France, Italy, and the United Kingdom), the Middle East, and North Africa.

Protection. Liquidity. Generational Wealth.

Features

Solutions

Liquidity solutions can protect your heirs in the future and your wealth today.

Our solutions provide growth potential, with low volatility-adjusted returns and lifetime protection to succeed in multi-generational wealth transfer, addressing the ongoing increase in financial demands anticipated for growing future generations.