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We are a specialist multi-family office based in Grand Cayman that focuses on two core areas; global macro investing and sophisticated cross-border estate planning. We excel at managing liquid wealth in separate managed accounts utilizing over 25 years of experience investing across global asset classes. Our family office clients rely on us to help them navigate today’s complex regulatory environment to build compliant and efficient estate structures. We focus deeply on privacy and wealth preservation in a world of increasing transparency and taxation. Our services include Investment Management and International Estate Planning. Our clients are global families with international financial affairs.



Global macro investing is the investment across markets and instruments that present the best opportunity, based on the analysis of factors such as interest rates, government policies, flow of funds, and other. With over 150 global markets, global macro stands alone in its ability to diversify investments.


Our goal is to help protect and enhance your legacy. We design and implement cross-border estate structures for your specific needs that provide full control, tax optimization, asset protection, unmatched privacy, and flexibility.







Our commitment to you is to preserve your wealth and grow it through all types of market conditions.


We are exceptionally creative in our investing, estate planning, and advisory services yet conservative in our execution. This balance is why clients seek us out.


Most private banks and wealth management firms make products to sell clients. We create transparent, client aligned solutions. We serve you with zero conflicts of interest. Ever.


There is no substitute for experience. It is the common thread that unites us and our clients. You have used your cumulative life experiences to generate your wealth, and we use ours to preserve and grow it.

Vision is the art of seeing what is invisible to others

Our founders are unique for having global macro investment expertise while simultaneously being leaders in cutting-edge international estate planning. We follow 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.

Meet Our Team

Our diverse team has decades of experience in global macro investing as well as expertise in cross-border tax and privacy issues. Our investment approach is very different from other multi-family offices because we do not operate as asset allocators. We manage all portfolios in-house where our risk management systems have been custom built over 25 years to better protect downside risks and maximize upside opportunities.

David Dorr
Managing Principal
David Dorr
Managing Principal

David has 25 years of experience working at the crossroads of global capital markets and international estate planning. He is considered an expert in global macro investing and cross-border structuring. David helps clients understand global trends and how to navigate them whether they are investment trends or regulatory trends.

Brian Dorr
Managing Principal
Brian Dorr
Managing Principal

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 and has been involved in portfolio management for nearly 20 years.

Camilo Uribe
Partner Colombia
Camilo Uribe
Partner Colombia

Camilo is an experienced professional in international insurance and also a licensed attorney in Colombia. With over two decades of financial and legal experience, he brings extensive expertise to the firm and its clients.

Anna Milaeva
Chief of Staff
Anna Milaeva
Chief of Staff

Anna has more than 10 years of experience in the administration and management of new companies and emerging businesses. She was the Chief Operations Officer for 8 years at one of the most successful Latam family offices in Miami. She earned a BA in International Relations and a Master’s in International Business from Florida International University.

Timeless Style

We do not believe in allocating money to other investment managers. Most multi-family offices have little investing talent on staff and if they do, they focus on generic long-only investment strategies. We practice one style: Global Macro. Our belief is that Global Macro is the most creative, opportunistic and adaptive investment strategy. Furthermore, we believe that liquid investments across asset classes present far more opportunities and better risk control than any other method of investing. The only constant in life is change. Doesn’t it make sense to have an investment strategy designed for that?

Social Responsibility

Since our inception we have been advocates for the environment and all its inhabitants. We care about our planet and its future. In our view climate change is the single largest risk to humanity. There is no larger nor more important Global Macro theme than healing the planet. We actively invest in companies that are steering us to a more sustainable world and we short equities and bonds of companies that are destroying it.

Always Proactive

Most risk is experienced after some type of event has brought it to light. Whether planning for the distribution of wealth after a family member has passed or making a key investment, it is mission critical to be proactive and anticipate risk before it happens. Our competitors handle client problems in reactive mode. We work to prevent problems from ever happening.

We Drive Change

Change Since the founding of our company in 2010 we have been involved in the emerging field of impact investing. We have been thought leaders, speaking at conferences and designing innovative ways to make meaningful portfolio investments in liquid markets. 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 drive positive change forward.

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