Why choose us
A perspective that is both comprehensive and meticulous
Carrying out a successful wealth planning process requires meticulous management of all the variables involved, as well as an overall vision that ensures the achievement of the goals established.
Versatility to cooperate and advise
We can implement our solutions in conjunction with the banking entities preferred by our clients and easily adapt to any wealth planning process in which our know-how is required.
Our track record makes us a point of reference
In 2010, Southeast pioneered the development of PPLI (Private Placement Life Insurance) solutions in the region. Since then, we have expanded our portfolio of services and have positioned ourselves at the forefront of the market in countries such as Chile, Peru, Mexico, Brazil, Colombia and Ecuador.
Independence, the key to our objectivity
Since we are not associated with financial institutions or investors, we operate without constraints and have total freedom to define the strategies and select the tools that best suit the interests of each of our clients.
Proximity and availability
Personalized treatment, open and fluid dialogue and our permanent availability allow us to provide clients with accurate and immediate answers whenever they need them.
Transparency and confidentiality
Every day, at Southeast we honor a double commitment: to the ethical values that drive our professional practice and to the safeguarding of the information that our clients entrust to us.
Our track record makes us a point of reference
In 2010, Southeast pioneered the development of PPLI (Private Placement Life Insurance) solutions in the region. Since then we have expanded our portfolio of services and have positioned ourselves at the forefront of the market.