Financial Assessment of Opportunities

In order to diversify their portfolio, family groups often face various challenges that hinder the decision making process with respect to new project or when deciding to invest in the different opportunities that present themselves.


Asesores en Finanzas conducts, in a short time, a thorough financial analysis of the projects or investments contemplated, taking into consideration in the analysis the unique strategic criteria of each family group. We present a report of findings, both positive and negative, as well as a valuation analysis to support personalized recommendations for each investment or project contemplated.


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.


© 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