Southeast + Strategic partners Your go-to wealth planning
partner in LATAM
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Southeast + Individuals and families The LATAM-based advisor
you need to future-proof your wealth
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Estate planning and investments The comprehensive approach HNWI
require today
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Support for private banking and advisors Independent advisors for optimal wealth solutions
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Southeast is the ideal partner for financial and legal advisors seeking guidance and support to implement the most sophisticated Wealth Planning solutions for Latin American clients.
Southeast + Strategic partnersYour go-to wealth planning partner in LATAM
In an ever-changing financial and legal environment, advisors need a partner that not only has an in-depth understanding of the most effective wealth planning solutions for their Latin American clients, but is also aware of regional dynamics. This is what we at Southeast have been providing since 2010 to firms and banks operating in Latin America, where we are now a leader: an expert, innovative perspective rooted in local contexts, provided by a team that is capable of implementing strategies tailored to each market and to each family.
Southeast + Individuals and familiesThe LATAM-based advisor you need to future-proof your wealth
Southeast is a trusted point of reference for addressing all the asset protection and planning needs our clients seek for themselves and their families, both for the long term and for the immediate future. We do this by working closely with each client's bank or trusted advisor, ensuring that the steps we take together are carefully thought out. Our dedication and experience are a guarantee for the strategies we devise, always in tune with the most important objective of all: to ensure the financial well-being of each family, now and in the future.
Expertise and independenceIt’s not the tool, it’s the waywe use it
We provide sophisticated and objective financial consulting, enabling bankers and advisors to analyze the quality and suitability of the different solutions available without any constraints, compare them and then identify which one is best for their clients, regardless of their origin or provider.
Wealth Planning
- Private Placement Life
- Insurance (PPLI)
- Trusts
- Private Label Funds
- International Companies
Investments
- Multi-family Office (MFO)
- Discretionary Investment
- Management
We are an effective link between Latin America and the worldGlobal reach. Local expertise.
We have a detailed knowledge of the financial, economic, tax and legal frameworks of the Latin American countries where we operate. But we also understand their market dynamics and have a deep understanding of local idiosyncrasies. That is why various banks, financial institutions, firms and advisors around the world choose us as their local partner when designing wealth planning strategies for high-net-worth families and individuals in the region.
Learn moreAt a glance
Years of experience in wealth and investment advisory services
Billion dollars in structured assets
Million dollars under active management in Multi-family Office services
Offices:
Montevideo y Miami
Entity regulated by the Central Bank of Uruguay
Insurance Broker License in the United States
We operate and have strategic partnerships with leading financial institutions in the United States and Switzerland
Focus on the markets of Chile, Peru, Mexico, Brazil, Colombia and Ecuador