Services
PLANNING
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Family Estate Analysis and Planning
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Patrimonial Due Diligence
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Investment and asset risk management
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Heritage structures
PLANNING
STRATEGY
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Strategic consulting
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Family governance structure
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patrimonial supervision
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Advice and mentoring in family businesses
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family bank
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succession planning
STRATEGY
PATRIMONIAL
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Wealth management
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Liquid and real estate investments
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Investment strategy
PATRIMONIAL
ADMINISTRATIVE
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Administrative services
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Taxes
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Accounting
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expense management
ADMINISTRATIVE
CONFIDENCIALIDAD
PRUDENCIA
HONESTIDAD
CERTEZA JURÍDICA
Our Principles
ARTÍCULOS RECIENTES
Our team
Strategic, Legal and Fiscal equity investment.
Andres Alonso Pérez
CFO CoFounder
Lawyer
15 years Family Office
Swiss Private Banking
Legal Director Teleco sector
Leilah Burillo Grunberger
CEO Founder
LRI 15 years Family Office
Swiss Private Banking
Vice President Telco Sector
Javier Mondragon
CoFounder
UNAM Law Degree
MA Economics for Competition Law Kings College London
Senior Management IPADE
Notary 73 CDMX Mexico
Gerardo Napolitano Pompa
CoFounder
UNAM Law Degree
MA Economics for Competition Law Kings College London
Senior Management IPADE
Notary 73 CDMX Mexico
Strategic Alliances
Muñoz Manzo y Ocampo, S.C.
Tax Advisors
