We are a team of financial industry specialists with +10 years of experience.
We have strategic relationships with more than 15 custodians, fund houses, providers, and partners worldwide. Our goal is to accompany you in taking your and your clients’ wealth to the next level.
Access to our investment group specializing in multiple asset classes, industries and markets. We have an alternative investment platform, offering selected opportunities in private debt, real estate, venture capital, hedge funds and crypto-assets.
We know that managing complex portfolios can be challenging, so we use market-leading technology to give you clear and reliable performance analysis. So you can make decisions with confidence and achieve your financial goals.
We have a team of legal and compliance experts who will accompany you from regulatory registration to case management with clients.
We build a communication plan to connect with new clients and strengthen the relationship with the ones you already have. We use face-to-face and digital channels, such as email marketing with, so that your message reaches the right people at the right time.
We want you to focus on what's really important: building a solid relationship with your customers. Leave the administrative tasks in our hands. In addition, we take care of training your team with the necessary specialists to achieve your goals.
With our support system and the backing of our global network of suppliers, partners and collaborators, you will have the tools and time to focus on what matters to you, doing the best for your customers, in a transparent and professional manner.
Advisor
M&A
Exit Planning
Operations
Profitability
Human Resources
Legal and Compliance
Technology
Communication and Marketing
Portfolio Management
Investments
We accompany our clients in achieving their life purpose, integrating innovation and continuous learning, and helping them build a lasting legacy for generations to come.
We offer a differential value by providing clarity and structure in investments, which translates into less worries and more time for what really matters.
We build close relationships that allow us to support the well-being of our clients and their families at every stage of life: education, retirement, health and wealth preservation.
We establish a solid foundation through rigorous planning in key areas: manager selection, asset allocation, insurance, income generation, tax planning, debt management and cash flow.
In an increasingly complex financial environment, the role of advice has evolved beyond simple asset management. The Advisory Value Pyramid represents this shift, illustrating how advisors can generate comprehensive value for their clients.
From the base, where solid foundations in money management are established, to the top, which reflects personal satisfaction and the realization of life goals, each level of the pyramid shows a progressive impact on the client’s financial and emotional well-being.
This holistic approach not only optimizes financial results, but also promotes peace of mind, meaningful goal achievement and lasting satisfaction, thus strengthening relationships and providing truly differentiated value.
We will support you with a detailed analysis of your current portfolio, designed to identify opportunities and share a plan focused on increasing profitability.
While the impact depends on each advisor's specific situation, our experience shows that the transition often leads to a significant increase in income.
Yes, we are your support, and you can rely on expert opinions and proposals tailored to the needs of each client. You will also have access to custodians and funds around the world.
More than 90% of clients*.
*Data compiled by Activest
Generally, yes, it depends more on your current custodian than on us. In most cases, we manage to keep them with special conditions, as we have relationships with the most important institutions in the industry.
We have different liquidity plans based on your objectives.