Advisory to Family Groups

Operating under the highest standards of confidentiality and professionalism, we advise the owners and shareholders of family businesses in the Central American and Dominican Republic region. Our team helps achieve optimal asset portfolio management through tailor-made financial strategy. We understand that every company and every family group is different and that each client requires a different range of financial solutions.


As external and independent advisers, we often offer a new and objective perspective on important issues that arise as family businesses grow and new opportunities present themselves.


We provide personalized and strategic advice on such important matters as wealth preservation, portfolio diversification, financial valuation, and succession planning, as well as supporting the evaluation of investment opportunities and providing strategic financial advisory.


Wealth Management

Our focus in advising family boards and steering committees is to help our clients manage the family estate in a more efficient, transparent, and optimal manner.


Our strategic advisory services include:

  • Wealth Preservation
  • Asset Diversification
  • Governance
  • Succession Planning
  • Financial Valuation and Fairness Opinions
  • Analysis of Investment or Divestment Opportunities
  • Assessment of Asset Portfolio and Feasibility Analysis


© 2020 | Asesores en Finanzas | Tel: +502 2490-2066 | +1 650-690-2066
Edificio Design Center | Torre II, Oficina 709 | Diagonal 6, 12-42, zona 10 | Guatemala, Central America