FAMILY OFFICE
Tailored Wealth Architecture for Entrepreneurs and Families
Our Multi-Single Family Office is designed to support entrepreneurs, families, and private investors in structuring and managing complex, multi-jurisdictional wealth. We take a holistic approach, going far beyond asset management to integrate governance, tax planning, succession strategy and operational oversight
By acting as a trusted long-term partner, we consolidate all dimensions of our clients’ patrimonial universe—from corporate holdings and private investments to real estate and philanthropic structures. Our independence and proximity allow us to provide a clear, agile and confidential framework to guide every key decision
Wealth Planning
Structuring and coordinating wealth across generations and jurisdictions, combining legal, financial and tax expertise
Family Governance
Establishing charters, family boards and decision-making protocols to sustain long-term alignment and values transmission
Investment Management
Helping define the strategic allocation, selecting managers, and monitoring all types of listed and private assets
Corporate Finance
Advisory on acquisitions, business reorganizations, shareholder agreements, and holding strategies
Next Generation Development
Tailored programs and workshops to engage younger family members in managing and understanding their responsibilities
Financing Solutions
Supporting our clients in negotiating, structuring, and optimizing financing solutions—from private leverage to asset-backed credit lines and real estate financing
“We embrace challenges as opportunities to showcase our creativity and expertise, consistently finding new ways to add value and achieve outstanding results for our clients.”
Elie Medina - Family Officer, VAULT Family Office