Portfolio Diversification

Asset diversification is key to minimizing risks and grow family wealth in a responsible and sustainable way. A balanced portfolio should include investments in various asset classes, across different sectors of the economy and spread across different levels of liquidity and risk.

 

The proper strategic planning of a diversified portfolio achieves good yields in certain investments with controlled risk exposure.

 

We advise owners and shareholders of family businesses in addressing these challenges as to how to best protect and grow the liquidity generated by a possible sale or partial sale of their businesses.

 

Asesores en Finanzas helps family groups analyze and identify various investment alternatives - We help Family Groups develop and manage a diversified portfolio, in line with their long-term objectives.

 


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.

 


© 2019 | 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