Adcapital S.A.

Overview

Ad Capital works directly with clients and their families or beneficiaries, tailoring recommendations to individual circumstances while maintaining confidentiality. The firm coordinates complex wealth needs across investment, financing, tax, corporate, succession, and administrative matters.⁴

History

Ad Capital began operations in December 2006 as one of Chile’s first locally originated multi-family offices.¹

Leadership

The team includes Rodrigo Amézaga Cuevas, Executive Director, and Cristián Steffens Gálmez, Director. Other listed professionals are Ruby Terán Fernández, Business Assistant; Claudio Acuña Rojas, Treasurer; Rodrigo E. Amézaga Crorkan, Business Analyst; Marco Saavedra, Systems Engineer; and Lorena Hurtado Durán, Assistant.⁸

Cristián Steffens Gálmez, a founder, is a civil engineer from Universidad de Concepción with executive and board experience in banking, brokerage firms, and holding companies. He formerly served as a director of the Bolsa Electrónica de Chile. Rodrigo Amézaga Cuevas, also a founder, is a Universidad de Chile public administrator with an MSc in Finance from the London School of Economics and experience in investment markets in Chile, the United States, England, and Argentina.⁹¹⁰

Services

Ad Capital’s services include strategic investment and wealth definition, investment and counterparty oversight, decision follow-up and execution, cash-flow programming, liability structuring, financial control, tax and corporate strategy, succession planning, and investment financing. The firm uses operating agreements with carefully selected local and international agents to implement investment decisions.³¹¹

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay
• Cross-border planning

Client Focus

The firm generally serves people, families, and institutions with complex, substantial assets and multiple professional counterparties, including banks, brokers, custodians, accountants, and lawyers. Its stated target market includes families and individuals with liquid assets above USD 10 million, as well as qualified investors seeking portfolio construction, diversification, investment analysis, family wealth management, and intergenerational transition support.⁶¹⁴

Approach

Ad Capital says its investment approach begins with understanding each client’s history, objectives, future commitments, risk, expected return, and need for portfolio diversification. It currently reports supporting 14 families managing more than USD 1.9 billion in assets in Chile and abroad.⁷⁵

Assets and Minimums

Ad Capital currently reports more than USD 1.9 billion in assets managed for 14 families in Chile and abroad. The firm identifies families and individuals with liquid assets above USD 10 million as part of its target market.⁵⁶

The firm’s website reports registrations with Chile’s CMF dated March 4, 2016 and January 3, 2024, and with the UAF dated September 12, 2017. Chile’s Comisión para el Mercado Financiero lists AD CAPITAL ASESORIAS DE INVERSION E INMOBILIARIAS LIMITADA as a current registered financial-services provider.¹²¹³

FAQs

Related resources

• LocationMultifamily offices in Santiago De Chile

  This Santiago directory gives local context on how multifamily offices serve wealthy families and business owners in Chile. It can help readers assess which services to ask about, including tax planning, estate planning, bill payment, and cross-border support.

• Network siteOffshoreTrusts.com

  These guides explain offshore and international trusts, along with cross-border asset planning issues. They can help a Chilean family or institution prepare informed questions about structures, reporting, succession, and coordination across jurisdictions.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background for wealthy families and people establishing or managing a single family office. Its resources can help readers understand governance, administration, investment oversight, and when outside support may fit alongside family decision making.

• GuideHow multifamily offices invest

  This overview explains common ways multifamily offices allocate capital, from portfolio construction to manager selection and risk considerations. A prospective client can use it to ask how investment work connects with tax planning, estate goals, liquidity needs, and cross-border assets.

• Similar firmsNoosa Capital
  SP Capital
  Aston Asesorías Patrimoniales

  Profiles of Noosa Capital, SP Capital, and Aston Asesorías Patrimoniales provide additional points of comparison among firms serving wealth holders. Reviewing their stated services and client focus can help a family or business owner clarify which capabilities matter for administration, planning, and international needs.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.