
Connecting the Dots
UNIQUE & EFFICIENT SOLUTIONS TO EXISTING PROBLEMS
VALUE PROPOSITION
Differentiating factors
We aim to generate value by acting as a catalyst to develop profitable synergies and connecting the dots on a global scale. Through our shareholders, clients, external advisors and market contacts, our goal is to create a highly valuable cluster with unique access to international markets and global investment opportunities.
- VC Latam, Private Equity/Credit and Real Estate out-of-the-box deals -not shown by big banks.
- Advisory on public assets with an absolute return tactical tilt.
- Connecting the dots between Chinese & Latin American entrepreneurs as well exchanging deal-flow between markets.
- Blockchain angle (Crypto trading, NFTs, Partnership with Solidus Capital).
VALUE PROPOSITION
Cornerstones
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Investment Management Services
Investment Management Services
Investment Policy Statement
Asset Allocation Optimization
Risk / Liquidity Management
Tactical Trading
Global View -
Wealth Planning & Governance
Wealth Planning & Governance
Top-tier Board and Investment Committee
NextGen Education
Succession Planning
External Legal Counsel and Tax Opinion -
Private Investments
Private Investments
Capital Raising
Debt Management
Advisory
Real Estate -
Philanthropy & Impact Investing
Philanthropy & Impact Investing
Philanthropy Planning
Charitable Strategies
Impact Investing
Donation Strategy Planning
Foundation Advisory
-
Investment Management Services
Investment Management Services
Investment Policy Statement
Asset Allocation Optimization
Risk / Liquidity Management
Tactical Trading
Global View -
Wealth Planning & Governance
Wealth Planning & Governance
Top-tier Board and Investment Committee
NextGen Education
Succession Planning
External Legal Counsel and Tax Opinion -
Private Investments
Private Investments
Capital Raising
Debt Management
Advisory
Real Estate -
Philanthropy & Impact Investing
Philanthropy & Impact Investing
Philanthropy Planning
Charitable Strategies
Impact Investing
Donation Strategy Planning
Foundation Advisory
Over the past five years we have had the privilege of meeting several founders of entrepreneurial ventures in the technology space in Latin America. We have learned about how they view the world, what they need and what role advisors can play in the evolution of their projects.
These women and men are revolutionizing the financial industry through fintech payments projects among others, through democratizing healthcare for those with little or no access, improving food delivery and others. In the last four years alone, the region has seen the number of Unicorns grow from 2 to 34. In a region where 60% of the labor force is still informal in nature, and where 200mm out of the population of 660mm is still unbanked, technological improvements can have a material impact on society.
REAL ESTATE
From Our Experience
REAL ESTATE
From Our Experience
Our clients invest at least 25%+ of their assets in Real Estate holdings of some kind. Whether it be through owning multiple dwellings, investment properties or REITs, Real Estate is an investment that historically has provided a hedge against inflation and has produced recurring income.
Our group has experience in the Real Estate sector as owners and operators of multiple investment properties, and as advisors to families on similar investments. We have partners located across the world that help us with our offering and analysis.
We have access to top managers, loan originators and securitization teams that can add value to extensive global Real Estate portfolios. We are able to partner and advise you on managing properties, deal sourcing, optimal financing alternatives and investment analysis.