Family Office Advisory and Wealth Strategy Services
Clients
Clients without a
family office
Those who do not have a family office—and in some cases, have no intention of creating one—but face challenges typically addressed by one and need tailored support to manage them effectively.
Clients interested in the formation
of a family office
Those who wish to establish a family office. We help design the most appropriate structure and roadmap for its creation.
Clients with an existing
family office
Those with an existing family office who seek to identify and address areas of opportunity, adopt best practices, and plan or implement the next stage of their evolution.
ADVISORY SERVICE OPTIONS
Project-based
Focused on defining and resolving a specific issue within any of our service areas.
Ongoing advisory
A cost-effective way to access the knowledge and experience of a professional without the investment of establishing a full family office. This model also provides valuable support during generational transitions.
Principles
Acting without conflicts of interest and regardless of where they reside, we guide our clients toward sound decision-making by attentively addressing their needs and priorities.
- Integrated perspective on wealth
- Multigenerational approach
- Alignment of interests
- Simple solution design
- Independence of judgment
- Honesty, service, and discretion
Services
We provide strategic, practical solutions and a comprehensive vision for wealth management, grounded in solid hands-on experience operating family offices.
Our holistic approach encompasses not only economic and financial aspects, but also the human, family, and long-term factors that influence decision-making across generations. Below are examples of services offered in each advisory area.
Economic and Financial Capital
- Helping clients define a vision, goals, aspirations, and priorities for their wealth.
- Comprehensive analysis of a family’s or investor’s total wealth, including recommendations for changes, if applicable.
- Assessment of whether establishing a family office is appropriate or beneficial.
- Design of a family office structure, including its role within the business-owning family, potential involvement of family members, key functions, best practices, and growth stages.
- Identifying the level of risk the wealth-owning family currently holds and the level of risk it is willing to assume in the future.
- Development of an investment plan for the family’s wealth, with a clear distinction between what can be controlled and how to navigate uncertainty around what cannot.
- Assessment of the roles, performance, and potential alternatives for banks, independent advisors, and other business partners.
- Analysis of the family’s involvement in operating businesses.
- Coordinating efforts to ensure that the family’s economic wealth does not destabilize family harmony.
Human and Intellectual Capital
- Proposing roles for rising-generation family members to promote fulfillment and accountability, aligned with the family’s long-term financial and strategic interests.
- Recommendations for training and development programs for investors and family members.
- Developing methods to preserve the family’s intellectual capital for the next generations.
- Identifying opportunities to improve communication among family members and proposing actions to enhance it.
- Coordinating efforts to ensure that family dynamics do not undermine the family’s financial well-being.
- Serving as a trusted advisor and personal counselor to wealth owners.
Family Continuity and Legacy Planning
- Coordination and guidance of advisory teams (legal, tax, and financial) in the design and implementation of changes to the structure and composition of the family wealth, or during the succession and legacy planning process.
- Support in selecting advisors who best fit each family’s needs, along with guidance throughout the development, update, or implementation of family constitutions and agreements.
- Providing direction to help define family values and legacy, as well as strategies to preserve and protect them.
Other areas: Philanthropy and Life Projects
- Advising on the design of a philanthropy policy aligned with the goals of the wealth owners, while evaluating and selecting the most suitable vehicles for its implementation.
- Consideration and management of the legal, tax, and financial implications of personal preferences and life projects—such as art collections or professional paths family members may choose outside of the family business or investment activities.
Rodrigo Rincón
Rodrigo Rincón is a Family Office specialist and the founder of Family Office Advisors.
He graduated with honors in Business Administration from Tecnológico de Monterrey and earned a Master’s degree with a specialization in Finance and International Banking from The Fletcher School of Law and Diplomacy at Tufts University (Massachusetts, USA).
Experience
With a 25-year professional career across various business sectors and five countries, he founded a Single Family Office in 2012, and held the roles of CEO and CIO for over 13 years.
Since 2016, he has been advising wealth owners on Family Office matters, supporting them in the continuity of their economic wealth and the achievement of their life goals.
He is the author of the book “Patrimonio y Familia: Hacia una mejor toma de decisiones y el rol del Family Office” and its English version “Wealth and Family: Towards Better Decision Making and the Role of the Family Office”.
He regularly participates as a speaker and guest author at universities, media outlets, and specialized forums on wealth, family offices, and family strategy.
Wealth and Family
Towards better decision making and the role of the Family Office
Author: Rodrigo Rincón
Wealth and Family is an essential resource for anyone involved in wealth decision-making. It is especially relevant for individuals seeking a practical and accessible understanding of how Family Offices operate — including enterprising families, investors, bankers, lawyers, tax professionals, advisors, and entrepreneurs.
Available now in Hardcover, Paperback and Kindle formats.
