The partnership we develop with our customers is one of our greatest assets. We take the time to listen and understand their goals. We focus on deeply understanding their needs concerning the preservation, accumulation, and transfer of wealth to future generations. We implement a comprehensive advisory approach to derive the appropriate financial solutions for each situation.
In the years following the global financial crisis, there have been radical shifts around the globe in the legal, fiscal, and finance worlds. These changes require constant monitoring of estate planning strategies to preserve and increase capital.
ConoSur’s portfolio management services can help you analyze your situation and evaluate if your planning is adequate to meet your objectives and those of future generations.
We focus on providing international investment advice for high net worth individuals and families, driven by high-end services with great expertise and robust execution capabilities. We actively promote change to stay current in our industry.
- Wealth management
- Portfolio management
- Financial planning
- Liquidity and cash flow management for companies and SMEs