The partnership we develop with our clients is one of our greatest assets. We take the time to listen and understand their needs, in order to preserve and transfer their wealth to future generations. We provide a complete advisory approach that leads to specific financial solutions adapted to each situation.
In the years following the global financial crisis, there have been radical shifts around the world in legal, tax, and financial matters. These changes require continuous follow up of estate planning strategies in order 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 the 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 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
Through an agreement with ConoSur Investments Uruguay (portfolio manager registered at the Central Bank of Uruguay), our clients can access investment accounts abroad.