How can we assist you?
We advise our clients in managing their financial assets allocated across 52 countries, achieved through more than 2,000 available financial products in the international market. We share the same objectives as our clients, aiming for a long and lasting relationship with them while upholding a policy of complete transparency. Our compensation comes exclusively from our clients and never from the available products.
Our solutions encompass both bureaucratic and mandatory services as well as administration and management services, allowing investors and entrepreneurs to focus solely on decision-making.
Our purpose is to make an appropriate, easy, and cost-effective wealth protection model accessible to all families. We intend to introduce families to a wealth protection and succession and tax planning agenda.
Solutions
What is a private investment fund?
It is a company planned and built for the specific purpose of making investments on behalf of its shareholders, and it is permanently closed to minority investors or the general public.
In Panama, the creation of funds for this purpose is legal and authorized by the Panamanian Superintendency of Securities (SMV). These types of funds need to have a legal representative in the Republic of Panama, and all their documents must be located in Panama. They also need to have a registered business address to receive notifications.
