Tailor-made wealth and risk architecture for entrepreneurs, families and Family Offices in Mexico.
Request a Private Review →A first conversation is designed to determine fit — not to recommend a product.
Not every situation
requires a new structure.
Sometimes what a family or company already has is doing exactly what it should.
If that is the case, we will say so.
Our first responsibility is to determine whether there is a problem worth solving.
- What should continue to grow?
- What should remain liquid?
- Which risks should you keep?
- Which risks could be transferred?
How Family Offices think
Growth
Businesses. Real estate. Investments.
Liquidity
Opportunity. Flexibility. Optionality.
Risk Transfer
Transfer selected risks to another balance sheet.
Succession
Create structure and liquidity for the next generation.
We don't replace
what makes you wealthy.
Businesses, real estate and investments already have a job: to create and grow wealth.
We address a different part of the balance sheet.
- Strategic Risk Transfer
- Legacy Liquidity
- Limited-Pay Capital Architecture
- Succession
- Wealth Preservation
The business should
outlive the people
it depends on.
Businesses insure buildings, equipment and inventory.
The harder question is: what happens when enterprise value depends on a specific person — the founder, a partner, or the next generation already running it?
- Key Person Risk
- Shareholder Continuity
- Business Succession
- Executive Risk
- Liquidity for Transition
- Tax-Aware Structures
Structures designed with applicable tax and legal requirements in mind. Subject to applicable legal, fiscal, underwriting and contractual requirements.
Why fund
every risk
with your own capital?
A strong balance sheet gives you the ability to retain risk. That does not mean you should retain all of it.
Where appropriate, selected risk-transfer structures are issued and supported contractually by institutional insurance counterparties such as MetLife México.
The insurer issuing and contractually supporting the corresponding structure is MetLife México, subject to underwriting, terms and conditions. S&P Global Ratings rates the corresponding credit strength only.
Led by
Rodrigo Ibáñez
2024 · 2025
We understand
how entrepreneurs think.
Because the conversation is rarely about buying a product. It is about capital, control, liquidity, risk — and what happens next.
The question in a first conversation is not what to buy. It is whether there is anything we should change at all.
You've already
built the wealth.Let's decide what it should and should not have to carry.
A private review begins with one question:
Is there actually something worth changing?
