Comprehensive Financial Guidance Designed for Global Lives

Comprehensive Financial Planning – Cross-Border Focus

• Integrated Wealth Strategy:

We design personalized financial plans tailored to your goals, family structure, and lifestyle — across both the U.S. and Mexico. This includes retirement projections, income strategies, and education funding.


• Tax Efficiency & Protection:

We build tax-optimized portfolios, review insurance needs (life, disability, long-term care), and coordinate estate planning aligned with legal frameworks in both countries.


• A Living, Binational Plan:

Your plan reflects dual residency, multi-currency exposure, and cross-border assets. We adapt it over time to align with market changes, family transitions, and evolving global conditions.


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Wealth Education for Next Generation

A successful legacy requires more than just transferring assets — it requires transferring wisdom. We help families educate the next generation to become informed, confident stewards of wealth.

Without proper financial education, heirs may feel overwhelmed, make poor decisions, or misinterpret the purpose of the legacy left to them. Our approach ensures they gain the knowledge and perspective to manage wealth with clarity and purpose.

Our next-gen support includes:

Personalized Learning Tracks

We design one-on-one coaching sessions and custom learning paths for each heir — from basic money skills to advanced financial concepts — tailored by age and experience.

Family Wealth Conversations

We guide families in having open, value-driven discussions about money, legacy, purpose, and expectations — reducing uncertainty and aligning everyone around a shared vision.

Empowerment Through Knowledge

We educate heirs on how inherited structures function, what responsibilities they carry, and how to make decisions that protect the family legacy for generations to come.

By investing in financial education today, you build confidence and continuity for tomorrow. We’re here to help your family navigate wealth — with foresight, unity, and responsibility.

  •  Tax Efficiency Across Borders:
    We help reduce double taxation through U.S.-Mexico and other Latin American tax treaties, optimize residency strategies, and ensure compliance with FATCA, FBAR, and local tax laws.
  •  Integrated Estate & Legal Planning:
    From inheritance coordination to international asset transfers, we design estate plans aligned with legal and tax frameworks in both countries, working closely with your attorneys and accountants.
  •  Global Structures & Investment Alignment:
    We advise on the use of foreign entities like trusts and LLCs to support long-term goals, simplify reporting, and align with cross-border investment objectives.

Whether you’re retiring abroad, receiving an international inheritance, or managing business across countries — we deliver clarity and confidence through a fully integrated, cross-border wealth plan.

Cross-Border Wealth Management

True value comes from understanding both sides of the border. We help clients with financial ties in the U.S. and Latin America navigate the complexities of international wealth..

Managing wealth across jurisdictions requires expertise in global tax law, cross-border compliance, and binational estate planning. Our team specializes in delivering clear, coordinated solutions for globally connected families.

Business Owner & Entrepreneur Planning

Strategic financial guidance for builders, innovators, and legacy creators.

Business owners face complex and often overlooked financial challenges — from tax efficiency to retirement planning to succession. We help you align your personal and business wealth into one clear, cohesive strategy.

Our advisory services for entrepreneurs include:

  •  Business succession & exit planning

    Whether preparing for sale, transition to heirs, or internal leadership buyouts — we help design intentional exit strategies that preserve value and legacy.

  •  Cross-border tax optimization

    Specialized planning for owners with operations or residency in both the U.S. and Latin America — including entity structure, dividend repatriation, and multi-jurisdictional taxation.

  •  Retirement plan design for entrepreneurs

    We help you implement the right plan based on your income, number of employees, and long-term goals:

    • SEP IRA – Simplified and flexible, ideal for solo or small-business owners

    • SIMPLE IRA – Cost-effective retirement plan for businesses with ≤100 employees

    • Solo 401(k) – For high-income self-employed individuals seeking higher contribution limits

    • Defined Benefit Plans – For entrepreneurs with steady cash flow looking to maximize tax-deferred savings

    • Cross-border retirement strategies – Integration with pension plans or retirement savings in Latin America

     

  •  Integrated personal & business planning

    We bridge the gap between your corporate balance sheet and personal financial life — aligning liquidity, investments, risk, and estate planning.

  •  U.S. entity structuring for global operations

    Guidance on forming LLCs, corporations, or partnerships designed to support cross-border trade, real estate, or service-based businesses.

  •  Executive benefits & compensation strategies

    Tailored solutions including deferred compensation, equity participation, and cross-border executive packages.

 

Whether you’re scaling, selling, or transitioning — we simplify complexity so you can build with confidence, retire with purpose, and leave a legacy with intention.

 

Estate & Legacy Planning (U.S. and International)

Transferring wealth isn’t just a financial transaction — it’s a deeply personal, legal, and cultural process. We help families navigate the complexity of cross-border legacy planning with empathy, strategy, and precision.

Our estate and legacy planning support includes:

 

  •  Binational estate plan design

    We help structure estate plans that respect both U.S. and Latin American legal frameworks — aligning your legacy with your family’s values and your country’s laws.

  •  Wills, trusts & international entities

    Coordination with U.S. and foreign attorneys to create the right legal instruments, including revocable and irrevocable trusts, offshore holding companies, and dual-country wills when needed.

  •  Tax-efficient wealth transfer

    Strategies to reduce estate, gift, and inheritance taxes through proper titling, lifetime gifting, and trust structures that account for both jurisdictions.

  •  Succession planning for family businesses

    We support generational transitions through buy-sell agreements, shareholder alignment, and ownership structures that preserve the enterprise — and the family harmony.

  •  Heir education & family governance

    Facilitated discussions, workshops, and coaching to help heirs understand their roles, responsibilities, and the mission behind the wealth.

  •  Legacy with heart and structure

    We help define what the wealth is for — including philanthropy, impact, and the transmission of purpose — so it’s not just numbers, but meaning.

We understand the emotional and cultural weight of legacy. Our role is to guide you with clarity, compassion, and cross-border expertise — so your impact lives beyond a lifetime.

Our flexible, client-first pricing options include:

  •  Flat-fee financial planning

    Ideal for clients who need a comprehensive plan but do not wish to transfer assets. A one-time or annual fee covers a personalized strategy across all areas of your financial life.

  •  Hourly consulting

    Perfect for focused questions, second opinions, or collaborative work with your existing advisor, CPA, or attorney. No asset minimums, no long-term commitment.

  •  AUM-based advisory

    For clients who prefer ongoing investment management, we charge a percentage of assets under management — with full transparency and no hidden layers.

  •  Hybrid pricing models

    We can combine planning and investment advisory into a single, value-based fee structure tailored to your needs, complexity, and goals.

As a fee-only firm, we do not accept commissions, referral fees, or incentives from any product providers. Our only commitment is to you — your goals, your trust, your long-term success.

TRANSPARENT FEE MODELS

We are a fee-only advisory firm. No commissions. No product sales. No hidden agendas. We believe clients deserve full transparency on how their advisor is compensated — and full confidence that every recommendation is made solely in their best interest.

Tax Coordination & Optimization

Global-level solutions for complex wealth.

When your financial life spans borders, businesses, and generations, standard solutions fall short. We specialize in designing advanced tax and legal structures — in collaboration with world-class legal teams — to help you preserve, protect, and multiply your wealth across jurisdictions.

Our advanced structuring services include:

  •  Strategic entity planning

    U.S. and international structures such as LLCs, S-Corps, limited partnerships, offshore companies, and specialized holding entities — aligned with your business and investment strategy.

  •  Cross-border tax architecture

    Planning that accounts for global tax treaties, residency implications, income sourcing, foreign tax credits, and multi-jurisdictional reporting requirements.

  •  Family office design & implementation

    For ultra-high-net-worth families, we help build the legal, operational, and governance frameworks to support a family office — including trust structures, investment platforms, philanthropic vehicles, and long-term governance protocols.

  •  Trust & estate vehicle selection

    Coordination with top-tier tax attorneys to structure revocable and irrevocable trusts, private foundations, and international asset protection vehicles — with a focus on control, tax deferral, and legacy.

  •  Integrated planning with legal experts

    We work side-by-side with tax attorneys and legal advisors in the U.S., Latin America, and global financial centers to ensure every structure is optimized, compliant, and legally sound.

  •  Audit-ready compliance and documentation

    Every structure we help build is designed to withstand scrutiny from tax authorities in multiple jurisdictions — supported by clear legal documentation and advisory oversight.

Wealth at this level requires more than planning — it requires precision, coordination, and world-class partners. We bring them to the table.

Let’s Talk About Your Financial Future

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