Independent and specialized wealth planning since 1999
Independent and specialized wealth planning since 1999
We are the pioneering multi-family office in Chile. We understand the value of peace of mind derived from knowing that your wealth is in good hands.
We seek to provide you with a good investment experience. This means going beyond simply earning returns. It means giving you peace of mind that a robust, yet simple philosophy is behind every suggestion we make.
For more than 20 years we have seen the positive impact our approach delivers to the lives of our clients. Our goal is to help you live better; not only in the future, but also today.
Our story: A good experience for our clients
1999
Capital Advisors Foundation
2000
Dot.com Crisis
2001
Twin Towers Attack
2003
Irak Invasion
2005
Hurricane Katrina
2008
Subprime Crisis
2010
Euro Crisis
2011
Downgrade Debt US
2016
Brexit
2018
Comercial War US - China
2020
COVID-19
2022
High Inflation - Ukraine War
Referencial Performance
1999
2001
2003
2005
2007
2009
2011
2013
2015
2017
2019
2021
2023
Our attributes
We combine advice without conflicts of interest with a robust, yet simple philosophy.
Proven investment philosophy
For more than 20 years we have applied an investment philosophy developed by the most relevant academics in investment finance, including five Nobel Prize winners.
Independence and efficiency assured
By being paid exclusively by our clients, we can guarantee our independency and the prioritization of their interests. Our scale of advised assets allows us to access extremely convenient prices with suppliers.
Better practices
As the only Latin American members of the Global Association of Independent Investment Advisors (GAIA), we have access to the best practices at an international level.
High standard certification
We are CEFEX certified, the highest global standard of fiduciary excellence. This guarantees that protecting the interests of clients is a fundamental task for us.
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