Your Success, Our Business
Our Firm
We are establishing ourselves as pioneers, setting industry standards for international ultra-high-net-worth clients and shaping market trends.
By providing white glove solutions and addressing unmet needs, we position ourselves as the go-to leaders, in wealth planning and insurance-based solutions, fostering long-term and transcendent relationships.
Our senior team offers extensive in-person follow-up engagements with prospective families worldwide.
Value Proposition
We specialize in understanding the wealth, portfolios, and objectives of each high-net-worth family to offer strategies that best address their goals.
Mission
To provide our clients with superior service through tailored financial solutions and personalized sales support, which help build and develop long-term relationships.
Leadership Team
Our team has complementary skill sets and shared experience in the insurance, financial, and asset management industries, with a deep understanding and extensive networks in the United States, Latin America, and Europe.
Juan Carlos Campos
Juan Carlos’s career spans more than 20 years in the insurance industry, with a focus on estate planning and asset protection. He advises international ultra-high-net-worth families on wealth preservation, intergenerational wealth transfer, and business continuity.
Named to the Forbes list as one of the top financial securities professionals in the country, this prestigious ranking highlights the top 800 insurance specialists by state, who collectively oversee client policies exceeding $1 trillion.
José Ernesto Fuentes
Jose Ernesto was the Latin America Head of Citi Private Bank for 12 years from 2009 to 2021, focused primarily on servicing the largest and most dynamic families of the region.
Prior, Jose Ernesto held senior roles in Banamex-Accival Financial Group, some of which included Deputy Managing Director at Banamex Private Bank, Banamex and Accival Private Bank Sales Head, and Managing Director for Institutional Equity Sales and Trading, servicing US and European investors.
Patricio Navarro
Patricio has developed remarkable expertise in family offices and intergenerational portfolio investment construction, having held the position of Chief Investment Officer at one of Mexico City’s preeminent single-family offices for more than a decade. He also served as a Senior Portfolio Manager at Bulltick Wealth Management in Miami for three years, advising ultra-high-net-worth families on their investments.
Patricio commenced his professional journey at UBS Investment Bank and has since accrued over 15 years of successful experience in managing investments for both individual clients and corporate entities across a diverse spectrum of asset classes, sectors, and geographic regions encompassing the United States, Latin America, and Europe.
Claritza Encarnación
With over 20 years of experience in the life insurance industry, Claritza helps financial institutions maximize their profits in their offshore business by quarterbacking resources for building advisor’s knowledge. Claritza brings a special blend of underwriting, distribution management experience, tax advisor and carrier relationships.
Claritza has held several key leadership roles as Regional Vice President at Sun Life International, responsible for investment sales at private banks, wire house and independent channel. Also head of Business Development, responsible for key accounts in Latin America and the US. Sales manager for the internal sales team, and new business consultant; focused on estate planning solutions.
Paola Rocha
Paola is an accomplished sales and marketing professional with seven years of hands-on experience in driving both individual and institutional clients to achieve their goals. Throughout her career, Paola has consistently exceeded client expectations by developing innovative marketing strategies that resonate with diverse audiences. She holds a Bachelor’s degree in Marketing with a focus on Business Administration and also holds a Life Insurance and Annuities license.
Ana Campos
Ana’s healthcare background is central to her expertise in the life insurance industry. With a Bachelor of Science in Nursing and hands-on experience in health systems, Ana offers a deep understanding of health management, and wellness. This strong healthcare foundation allows her to uniquely assess and address clients’ life insurance needs, prioritizing their overall well-being and financial security.
As a licensed Life Insurance and Annuities agent, Ana expertly integrates healthcare insights into personalized insurance solutions, bridging the gap between health and financial planning to deliver comprehensive, long-term risk management.
