Aguilar Portilla y Asociados Multi Family Office

Overview

Aguilar Portilla y Asociados operates in investment banking and multi family office services.² The firm reports more than 27 years of experience serving large, medium sized and small companies.² Its multi family office serves diverse families that are building, preserving and transferring family wealth.³ The firm presents itself as one point of coordination for Empresa, Socios and Familia.³

History

The firm reports more than 27 years of experience, with credential entries dating from 1992 onward.²⁴ An association notice dated January 26, 2022 names AGBC Global Investment Solutions and Aguilar, Portilla y Asociados, S.C.⁵ The notice says the firms combined professional services and practices to broaden their customer offering.⁵

Timeline

1. 1992The firm reports more than 27 years of experience, with credential entries dating from 1992 onward.
2. 2022An association notice dated January 26, 2022 names AGBC Global Investment Solutions and Aguilar, Portilla y Asociados, S.C.

Leadership

The firm’s published team page identifies a Socio Administrador whose background includes management of corporate services, senior financial analysis and economic and financial valuation.⁶ The same biography states that he holds a bachelor’s degree in Financial Administration and a master’s degree in Business Economics from Instituto Tecnológico y de Estudios Superiores de Monterrey.⁶

The page identifies a Socia Directora MFO who joined the firm in June 1998 and became partner director of its Family Office in September 2013.⁶ Her biography includes work with Dentsply México, enterprise and personal risk management portfolios, franchise relationships, and the Asociación de Franquiciatarios de KFC y PH.⁶ It also cites Directors College training at Stanford University’s Rock Center for Corporate Governance.⁶

The team page identifies an Asociada who joined the firm in 2011 after working in public accounting firms and a financial group in corporate finance, investment banking and audit.⁶ The 2022 association notice names Guillermo Ballesteros Chávez, Pablo Ballesteros Zorrilla and Jose Garcia de Vinuesa García for AGBC Global Investment Solutions.⁵ It names Jorge Aguilar Valenzuela, Claudia Villanueva Lagar and Sergio Maruri Madrigal for Aguilar, Portilla y Asociados.⁵

Services

The firm advises on divestitures, mergers and acquisitions, strategic alliances, partnerships, financial strengthening, shareholder management follow up and strategic repositioning.¹ Its multi family office services include corporate structure implementation, corporate governance, shareholder agreement preparation, Family Protocol creation, Family Council formation, succession planning and asset allocation planning.³

Its service menu includes a Patrimonial Map that identifies family assets such as shares, investment accounts, trusts, movable assets, artistic patrimony and real estate assets.⁷ The association notice describes investment advice involving diversification across asset classes, currencies, countries, sectors and instruments, with attention to the relationship between risk and return.⁵ Its investment banking scope includes company purchases and sales, mergers and acquisitions, divestments, strategic alliances, valuation and purchase audit accompaniment.⁵ Strategic alliances also cover insurance, trusts, real estate developments, notaries, and accounting and tax consulting.⁵

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Risk and insurance
• Private and alternative investments

Client focus

The firm reports experience across agroindustrial, real estate, editorial, franchise, commercial, health, education, financial, logistics and transport, hotel, industrial and outdoor advertising sectors.² Its credentials presentation reports more than 135 clients.⁴ Listed credentials include multi family office support for families on investment issues in 2021 and 2022, and advice to several families in 2020.⁴

Investment philosophy and approach

The firm says its investment advice considers diversification across asset classes, currencies, countries, sectors and instruments while seeking an appropriate risk and return relationship.⁵ The association notice describes a boutique approach based on work systems and methodologies developed for tailored solutions.⁵

FAQs

Related resources

• LocationMultifamily offices in Mexico

  This Mexico focused directory helps a family or business owner place Aguilar Portilla y Asociados within the local multifamily office market. It offers context for comparing firms that may address tax planning, estate planning, family governance, insurance, and private investments for Mexican clients.

• GuideMultifamily office services

  This overview explains the range of services a multifamily office may coordinate for families and business owners. Use it to frame questions for Aguilar Portilla y Asociados about tax and estate planning, family education, risk coverage, governance, and access to private or alternative investments.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Its material can help readers prepare for discussions with Aguilar Portilla y Asociados about family decision making, education, succession, governance, and the distinction between investment banking and ongoing family office support.

• GuideHow multifamily offices invest

  This page outlines how multifamily offices may allocate capital across traditional, private, and alternative investments. A prospective client can use those ideas to ask Aguilar Portilla y Asociados about investment objectives, risk controls, liquidity, insurance needs, and how portfolio decisions relate to family or business planning.

• Similar firmsQuattro, Wealth Management
  Wisdom Family Office
  Patrimonial Partners

  Profiles of Quattro, Wealth Management, Wisdom Family Office, and Patrimonial Partners give readers additional firms to review on this site. Comparing their stated services, client focus, and geographic context with Aguilar Portilla y Asociados can help a family or business owner prepare focused questions before making contact.

Sources

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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.