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OUR CLIENTS

Our clients include foundations, trustees, entrepreneurial private individuals and their families.

A number of families who wanted to entrust their assets to a firm closely aligned with their own interests formed the core of our original client base. Since then, we have attracted a growing number of other clients seeking a clear, transparent, reliable and professional service. In addition to private clients, we also advise foundations and trustees, working with professionals from a range of other jurisdictions.
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Entity Regulated and Supervised by the Panama Securities Commission. Licence to operate as an Investment Adviser. Resolution SMV N° .487-2013 , 25 de noviembre de 2013. Investors are responsible for observing all of the laws applicable and in effect in the countries where they reside, particularly those related to the sale and purchase of securities, the payment of any and all taxes (transfer or surplus taxes, among others), as may be required in such territory.