Why Independence

WHY INDEPENDENCE?

STRATEGIC CLUSTER

Strategic Cluster
  • ADVISORY BOARD

    ADVISORY BOARD

    A Senior Board comprised of individuals with invaluable perspective, experience who will ensure our enterprise will deliver the value you seek.

  • NEXT GEN BOARD

    NEXT GEN BOARD

    A group of individuals / founders from 18 – 50 that currently manage or will inherit enterprises or conglomerates that seek to innovate the value they offer through technology.

  • INVESTMENT COMMITTEE

    INVESTMENT COMMITTEE

    A group of seasoned investment professionals with global experience and a proven track record managing money or giving investment advice.

  • ESG BOARD

    ESG BOARD

    A group of experienced professionals that have dedicated their time to making this world a better place through impact and sustainable investments and/or non-profit endeavors.

ALTO & YOU
  • ADVISORY BOARD

    A Senior Board comprised of individuals with invaluable perspective, experience who will ensure our enterprise will deliver the value you seek.

  • NEXT GEN BOARD

    A group of individuals / founders from 18 – 50 that currently manage or will inherit enterprises or conglomerates that seek to innovate the value they offer through technology.

  • INVESTMENT COMMITTEE

    A group of seasoned investment professionals with global experience and a proven track record managing money or giving investment advice.

  • ESG BOARD

    A group of experienced professionals that have dedicated their time to making this world a better place through impact and sustainable investments and/or non-profit endeavors.

BANKING LANDSCAPE DYNAMICS

  • GENERAL TREND

    Bankers / Financial Advisors are looking to secure stable quarterly returns to appease managers and shareholders. Regulations have altered the focus of big banks, which in turn has led to a more standardized and cookie cutter product offering and greater conflicts of interests and fines.

  • FEE ALIGNMENT

    You pay for active advice that you do not always benefit from or necessarily want. Standard fee schedules should be adjusted accordingly and consistent with the value provided.

  • ADVANTAGES

    Family Offices & Independent Asset Managers disrupt the current model by delivering critical services that banks fail to provide. Banks recognize new challenges and adapt by forming “External Asset Management” groups. They provide custody and execution services to independent asset managers at a more competitive price point.

YOUR FAMILY OFFICE

  • LOWER FEES

    Deliver effective advisory solutions according to the client risk profile.


    Significantly optimize fees for custody, execution and structured lending services.

  • CONSOLIDATE REPORTING

    Having the full picture of your assets and liabilities is a clear advantage:


    Avoid concentration/overlap of risk | Analysis of Private Investments, Art, Yachts, Real EstateDesign a Global Investment Strategy.

  • CONNECT THE DOTS

    Strong network of US, China, Latin America and Europe based UHNW families and family offices with activities in different industries and countries that will provide you with synergies and potential investment opportunities and best practices.