Alcalá Inversiones

Overview

Alcalá Inversiones advises families and private clients through integrated wealth management, open architecture, consolidated reporting, cost reporting, instrument analysis, and limit controls.

The firm says it uses open architecture, does not develop or maintain proprietary products, and receives revenue solely through client advisory agreements.

History

Alcalá Inversiones was created in 2007 as a multifamily office focused on independent advice and freedom from conflicts of interest. In 2019, Alcalá MFO was acquired by LarrainVial to expand its client value proposition. The firm reports internationalization in 2020 and says it obtained SEC approval to operate as an RIA in 2023.

Alcalá Inversiones S.A. is listed as a current entity in Chile’s Comisión para el Mercado Financiero Registro de Prestadores de Servicios Financieros, registration number 71, with an inscription date of 03/02/2023.

Timeline

1. 2007Alcalá Inversiones was created in 2007 as a multifamily office focused on independent advice and freedom from conflicts of interest.
2. 2019In 2019, Alcalá MFO was acquired by LarrainVial to expand its client value proposition.
3. 2020The firm reports internationalization in 2020 and says it obtained SEC approval to operate as an RIA in 2023.
4. 2023is listed as a current entity in Chile’s Comisión para el Mercado Financiero Registro de Prestadores de Servicios Financieros, registration number 71, with an inscription date of 03/02/2023.

Leadership

The advisory team includes José Miguel Alcalde, Gerente General Multi Family Office; Pelayo Figueroa, Gerente Multi Family Office; Ignacio Zapata, Gerente Multi Family Office; Pablo Esquivel, Gerente Multi Family Office; and Rodrigo Álvarez, Gerente Multi Family Office.

Services

Alcalá supports wealth planning, family governance, tax advice, real estate, innovation and technology, philanthropy, and corporate governance through expert alliances. Its work model is supported by an experienced team, academic literature, an investment committee, a compliance committee, a product committee, and an alternatives program committee.

For families and private clients, the firm provides objective-based wealth planning, investment policy design, financial education, family integration, alternatives programs, consolidated reporting, cost optimization, and product due diligence.

Alcalá serves endowments and foundations with mission-aligned investment strategies, investment policy design, investment committee support, impact-investing strategies, alternatives programs, reporting, cost optimization, and product due diligence.

The firm supports family offices with investment policy analysis, consolidated reporting, on-demand strategy and research, alternatives programs, product due diligence, and access to experts on other wealth matters.

What the firm offers

• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Private and alternative investments

Client Focus

Alcalá works with families, private clients, endowments, foundations, and family offices seeking coordinated advice across investments, governance, reporting, and broader wealth matters.

Approach

Alcalá describes its approach as independent and conflict-conscious, with open architecture and compensation derived solely from client advisory agreements.

FAQs

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Sources

1. Alcalá Inversiones, Inicio
2. Alcalá Inversiones, Servicios
3. Alcalá Inversiones, Nuestros hitos
4. Comisión para el Mercado Financiero de Chile, Registro de Prestadores de Servicios Financieros
5. Alcalá Inversiones, Nuestros clientes

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.