Working with a Family Office means having experts in the different branches of wealth management sitting at the same table, working together.
Chief Executive Officer, Managing Partner
Founding Partner
Head of Fiduciary & Compliance - Partner
Head of Legal and HR - Partner
Chief Operating Officer, Partner
Chief Financial Officer, Partner
Chief Investment Officer
Client Relationship Manager - Founder
Client Relationship Manager
Miembro independiente del Comité de Inversión
Portfolio Analyst
Senior Middle Officer, Account Administration
Senior Middle Officer, Trade Support & Market Operations
Legal Executive
Fiduciary Officer
Compliance Officer
Marketing Manager
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