Business Families

In 1999, three family business owners asked me to advise them independently in the management of their financial assets.

I understood that this need could not be addressed through the traditional private banking. The right solution was a multi-family office dedicated to the business family.

I decided to undertake that challenge. Anchor Capital Advisors is the outcome.

Each person has their needs, goals, expectations, strengths, and fears. By articulating a joint family strategy, together they create value that transcends to the next generation.

We know the challenges a business family confronts. Our experience sustains the fact that an independent advisor brings objectivity to the family council. This objectivity is the key to:

• Rigorous decision-making that improves the family group.

• Ensure that the different needs of all members are addressed.

• Secure the family legacy.

• We join the Family Investment Committee to define the Strategy and financial-tax planning of the family group at all levels.
  

• We are an independent advisor: we represent the interests of the family and not those of banks or other asset managers.
  

• We are a mentor to coach members of the family group, to ensure that the family heritage transcends for many generations.
  

• We manage the investments of each member of the family because each generation has different needs and goals.

• We optimize the capital structure of the family business.

• We provide consulting on business strategy.

• We value mergers and acquisitions processes related to the company.

• We advise on how to invest the financial surpluses of the company.