To all our Latam readers we’re going to admit up front that we’re jealous. You’re all naturally good dancers. We’re
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.
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 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 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.
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.
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?
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.
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.
Global Macro Alerts
One of our favorite games growing up as kids was laser tag. Since laser tag was less painful than paintballs
Colombia has much to celebrate this week. Egan Bernal has honored his country by delivering Colombia its first Tour de
Orchids are considered worldwide to be an exotic flower. They can only be found in specific tropical climates and in
The majestic Matterhorn is one of those iconic images of the alps that we all identify with Switzerland. The mountain
We grew up in Missouri in the middle of the United States and where we were surrounded by farmers. When