Value Proposition
Connecting the Dots

UNIQUE & EFFICIENT SOLUTIONS TO EXISTING PROBLEMS

VALUE PROPOSITION

Differentiating factors

We aim to generate value by acting as a catalyst to develop profitable synergies and connecting the dots on a global scale. Through our shareholders, clients, external advisors and market contacts, our goal is to create a highly valuable cluster with unique access to international markets and global investment opportunities.

  • VC Latam, Private Equity/Credit and Real Estate out-of-the-box deals -not shown by big banks.
  • Advisory on public assets with an absolute return tactical tilt.
  • Connecting the dots between Chinese & Latin American entrepreneurs as well exchanging deal-flow between markets.
  • Blockchain angle (Crypto trading, NFTs, Partnership with Solidus Capital).

VALUE PROPOSITION

Cornerstones
  • Investment Management Services

    Investment Management Services

    Investment Management Services

    Investment Policy Statement
    Asset Allocation Optimization
    Risk / Liquidity Management
    Tactical Trading
    Global View

  • Wealth Planning & Governance

    Wealth Planning & Governance

    Wealth Planning & Governance

    Top-tier Board and Investment Committee
    NextGen Education
    Succession Planning
    External Legal Counsel and Tax Opinion

  • Private Investments

    Private Investments

    Private Investments

    Capital Raising
    Debt Management
    Advisory
    Real Estate

  • Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy Planning
    Charitable Strategies
    Impact Investing
    Donation Strategy Planning
    Foundation Advisory

  • Investment Management Services

    Investment Management Services

    Investment Management Services

    Investment Policy Statement
    Asset Allocation Optimization
    Risk / Liquidity Management
    Tactical Trading
    Global View

  • Wealth Planning & Governance

    Wealth Planning & Governance

    Wealth Planning & Governance

    Top-tier Board and Investment Committee
    NextGen Education
    Succession Planning
    External Legal Counsel and Tax Opinion

  • Private Investments

    Private Investments

    Private Investments

    Capital Raising
    Debt Management
    Advisory
    Real Estate

  • Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy & Impact Investing

    Philanthropy Planning
    Charitable Strategies
    Impact Investing
    Donation Strategy Planning
    Foundation Advisory

Record Deals

Venture capital transactions in Latin America rose despite pandemic
Record Deals

2021 : Another Record Year for Latin America VC

2021 Another Record

Over the past five years we have had the privilege of meeting several founders of entrepreneurial ventures in the technology space in Latin America.  We have learned about how they view the world, what they need and what role advisors can play in the evolution of their projects.

These women and men are revolutionizing the financial industry through fintech payments projects among others, through democratizing healthcare for those with little or no access, improving food delivery and others.  In the last four years alone, the region has seen the number of Unicorns grow from 2 to 34.  In a region where 60% of the labor force is still informal in nature, and where 200mm out of the population of 660mm is still unbanked, technological improvements can have a material impact on society. 

REAL ESTATE

From Our Experience
Real Estate 1
Real Estate 2

REAL ESTATE

From Our Experience

Our clients invest at least 25%+ of their assets in Real Estate holdings of some kind. Whether it be through owning multiple dwellings, investment properties or REITs, Real Estate is an investment that historically has provided a hedge against inflation and has produced recurring income.


Our group has experience in the Real Estate sector as owners and operators of multiple investment properties, and as advisors to families on similar investments. We have partners located across the world that help us with our offering and analysis.


We have access to top managers, loan originators and securitization teams that can add value to extensive global Real Estate portfolios. We are able to partner and advise you on managing properties, deal sourcing, optimal financing alternatives and investment analysis.

Blockchain Capability 1
Blockchain Capability 2

BLOCKCHAIN CAPABILITIES

Over the past ten years we have encountered individuals who have created their wealth through their faith, vision and subsequent risk taking in tokens and blockchain-related projects. 


Although regulation will help shape the evolution of this movement, we already are witnessing the value created by the revolution that is currently unfolding – whether it is through reduced costs, increased speed, decentralization or enhanced visibility and traceability.

Our Offering :
  • Management of digital asset portfolios

    Management of digital asset portfolios

  • Access to venture capital opportunities

    Access to venture capital opportunities

  • Deal flow of co-investment opportunities

    Deal flow of co-investment opportunities

SOME OF OUR FINANCIAL PARTNERS & NETWORK

Goldman Sachs
Julius Bar
J.P. Morgan
BNY Mellon
Charles Schwab
Vontobel

AFFILIATIONS

BX Swiss AG
Swiss Comply
Aufsicht Surveillance
FINOS
Grant Thornton
Addepar