Our solutions
Excellence in wealth planning and investmentsThe convenience of your bank, the advantages of our solutions.
We know how to preserve, manage and ensure the transcendence of wealth, even in the most challenging and uncertain contexts. We are familiar with all the existing tools on the market and, thanks to a synergic and precise application adapted to the legal framework applicable in each case, we can implement and articulate the most reliable and effective tools for each client's profile and expectations.
Wealth Planning
PPLI
Based on a structure that is legally recognized worldwide, this...
tool combines the certainty of a life insurance policy with the opportunities offered by the active management of a portfolio of assets. Due to their high complexity, they require a specialized team to achieve the established objectives in a legal, efficient and secure manner.
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Trusts
In these private legal agreements, a person (the settlor)...
assigns to another person or entity (the trustee) the responsibility to manage his or her property and assets for the benefit of a third party (the beneficiary).
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International Companies
Incorporating a company's headquarters in an offshore jurisdiction with...
a more favorable legal and tax regime is an alternative that allows for a more reliable safeguarding of assets, a higher level of confidentiality and a lower tax burden, among other benefits.
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Private Label Funds
These private investment funds serve a single beneficiary,...
making it possible to tailor the fund structure, strategy and portfolio composition to the specific needs and objectives of each client.
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Investments
Multi-family
Office
In its ability to meet the increasingly complex needs of...
multijurisdictional and multigenerational families in terms of wealth structuring and management, an MFO encompasses everything from estate and tax planning to conflict resolution, asset protection and philanthropic actions. In an MFO, the combined expertise and work of legal and financial advisors, private banks and specialized firms such as Southeast converge to establish the most suitable conditions for each client's purposes and expectations with a high level of precision.
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Discretionary Investment
Management
Aligned with the objectives and risk levels that individuals...
take on at different stages of their lives, professional investment management releases the client from being directly involved in managing their asset portfolio by relying instead on expert knowledge of the stock, bond and other financial instruments markets to achieve and exceed the returns originally established.
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The benefits offered by Southeast
Independence
We are a fully
independent firm
Access
We offer access to the main
international providers
Team
We have a team of professionals
specialized in each of the markets
where we operate
Partners
We operate as strategic partners of
leading banks and advisors
