We specialize in asset and wealth management in Panama

Services

We specialize in asset management in order to preserve and secure the heritage of generations.

Family Office

OUR OBJECTIVE

To ensure the perpetuity of the heritage and jointly produce family strategies, forecasting, inheritance planning, as well as the education of family members.

Strategy

Offer competitive products by maintaining the safety of operations, controlling risk factors and always anticipating our client expectations, all within a service quality framework.

DIVERSIFIED PORTFOLIO

We advise our clients based on the investor profile of each client and the constant search of new opportunities to increase their returns.

Investment Proposal

Each time we take into consideration the interest of the client, we communicate our intention of investing and adopt mutually agreed decisions.

Investment strategies that can beat the market.

Investment Securities

Find securities lost temporarily in the market.

Investment Income

Search for good dividend yields and use compound interest.

Investment in Growth

Search for future growth potential not reflected in the price.

Growing Dividends

Seach for financial strength and a good growth in dividend yields.

Investment accounts and other currencies

By means of our relationship with financial institutions, you can open a checking account which works similar to a current account. You are provided with a checkbook, credit card, debit card, overdraft line on investments (margin) , access to your account online, account statement consolidated with all your transactions, positions, and credit card and checkbook activity. Our clients can select the major currencies in the world.