A boutique multi-family office based in Grand Cayman focused on serving families and entrepreneurs from Latin America. We excel at navigating clients through today’s complex regulatory environment and global investment landscape. We focus deeply on privacy and wealth preservation in a world of increasing transparency and taxation. Our founders are unique for having global macro investment expertise while simultaneously being leaders in cutting-edge international estate planning
Our services include wealth management, cross-border investment advisory, and international estate planning. Our management team has a depth of experience in global macro investing using a top-down analytical approach to understand today’s complex investment landscape across multiple asset classes. We excel at solving complex problems and our firm has built its reputation among discerning families for creating proprietary solutions to maintain privacy and maximize global tax efficiency
WE PRACTICE DISCIPLINE ACROSS MULTIPLE ASSET CLASSES
Each asset class is unique and deserves analysis independent from other asset classes. Once complete, however, tying in an asset class’ fundamentals with overarching macroeconomic influences from other asset classes paints a new picture not seen by other market participants. As a result we can extract investment opportunities in any type of market conditions
WE GOT STYLE
We do not believe in allocating money to other investment managers. Most MFOs have little investing talent on staff and if they do, they focus on long-only investment strategies. We practice one style: Global Macro. Our belief is that GM is the most creative opportunistic strategy and that liquid investments present far more opportunity and better risk control than any other method
There is no Planet B. We care about our planet and its future. Climate change, Impact Investing, Sustainable Investing, Socially Responsible Asset Management, whatever we want to call it – is Global Macro. What is more global than healing our planet?
WHEN THEY ZIG, WE ZAG
In Estate Planning our unusual background from insurance and capital markets plus thinking broadly and globally allows us to create structures that are much better than anything else on the market. We are planning to stay this way
WE MAKE CHANGE HAPPEN
We want to positively influence key decision makers anywhere they give us the opportunity. Whether that’s a food executive whose family is our client and he is thinking about the bold leap to switch the company to organic foods or a government that wants to improve the economy of their country in sustainable and innovative ways, we want to help make the change happen.
Our diverse team is driven by our expertise in cross-border tax and privacy issues, particularly surrounding FATCA and CRS compliance. Our investment approach is very different from other MFO’s because we do not behave as asset allocators. We operate like hedge fund managers with a single style focus of global macro. Everything we do is by careful design
David has 20 years of experience working at the crossroads of insurance and capital markets. He is considered an expert in cross-border structuring and capital flows. David helps clients understand global trends and how to navigate them
Brian is considered a pioneer in offshore insurance and investment vehicle structuring. He was the co-founder of the first electronic trading platform for life insurance. Brian brings his unique experience to the table to solve clients most complex problems
Fernando has a unique knowledge in capital flows from being a fixed income macro trader and as a user of global structuring for his own family office. By being on both sides of the table he understands clients’ needs and knows exactly how to tackle them