Multifamily Office: Wealth Management for Families and Individuals
Garzón Capital provides personalized wealth management, combining independence and global access.
We protect and grow family legacies, while also supporting individuals with sophisticated wealth management needs, tailoring strategies to each personal situation.
BENEFITS FOR FAMILIES AND INDIVIDUALS:
▶ Clear risk profile: Investments aligned with each goal and expectation.
▶ Efficient costs: We review and propose improvements to increase efficiency and service quality.
▶ Family or personal governance: Financial committees and investment policies designed for structured and strategic decision-making.
▶ Ongoing monitoring: Regular meetings to evaluate and adjust portfolios according to market conditions.
▶ Global diversification and independence: Access to international portfolios without restrictions or hidden interests.
▶ Tax and succession planning: Strategies that protect wealth, to ensure legacy continuity with the most suitable type of company according to the client’s needs and circumstances.
Institutional Wealth Management
We offer specialized institutional wealth management, tailored for each institution’s objectives and needs.
HOW WE WORK
▶ Objective and risk definition: Clear goals and investment mandates guide all decisions.
▶ Decision-making structure: Efficient structures aligned with the institution’s interests.
▶ Investment policy: Includes tax, liquidity and diversification considerations, customized for each institution.
▶ Portfolio design and independence: Access to exclusive global opportunities. Garzon Capital's independence allows selecting the most suitable investments without external constraints.
▶ Monitoring and rebalancing: Constant supervision and strategic adjustments based on market changes.
▶ Cost optimization: Negotiation of fees and ongoing advice to maximize efficiency.
Corporate Working Capital Management
We support finance and treasury teams in optimizing resources and generating additional returns, with full independence to select the best investment and capital management strategies.
WHAT WE OFFER
▶ Capital optimization: Strategies to ensure efficient use of resources and support business growth.
▶ Cash surplus management: Customized solutions to maintain liquidity and maximize resource utilization.
▶ Diversified portfolios and independence: Stable and profitable investments. Full freedom to select the best opportunities without external restrictions.
▶ Continuous monitoring: Constant tracking and adjustments according to market evolution.
▶ Financing analysis: Assessment of banks and capital market options.
▶ Regular meetings: Sessions with finance teams to evaluate performance and adjust strategies.
Strategic Connections and Exclusive Networking
The Garzón Capital Team combines decades of experience with strong relationships with leaders in the private and governmental sectors, locally and internationally.
▶ Unique opportunities:
Access to strategic partnerships and high-value contacts.
▶ Differentiated service:
Collaborative team approach generating tangible advantages in every project or investment.