Aston Advisors

Overview

Aston Asesorías Patrimoniales, also presented as Aston Advisors, advises high-net-worth families and entrepreneurs in Chile. The firm says it has provided this guidance for 12 years.¹

History

Aston reports that its advisers have worked together for more than 10 years under a shared investment philosophy.¹

Leadership

- Bernardita Espinosa Concha, Partner: The firm reports more than 25 years of investment experience. She studied commercial engineering at Pontificia Universidad Católica de Chile.¹ - Francisco Letelier Braun, Partner: He has more than 22 years of investment experience and holds an MBA from the University of Notre Dame.¹ - José Piñera Aninat, Senior Associate: He has more than 19 years of investment experience and studied commercial engineering at Universidad Finis Terrae.¹

Services

Aston designs long-term investment strategies around each client’s needs, objectives, and risk tolerance. Its advisers analyze national and international financial managers and recommend a broad range of products.¹

The firm provides investment advice and reporting that incorporates financial, microeconomic, and macroeconomic studies. Aston states that these services are billed through a fixed commission plus Chilean value-added tax.¹

What the firm offers

• Tax planning
• Cross-border planning

Client Focus

The firm works with high-net-worth families and entrepreneurs seeking investment guidance tailored to their individual profiles and objectives.¹

Approach

Aston describes itself as independent. It says it has no proprietary financial products and can recommend products from multiple counterparties according to each client’s profile and objectives.¹

FAQs

Related resources

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• GuideQuestions to ask a multifamily office

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  Profiles of Ad Capital, IGM Global Markets, and LATINCAPITAL provide additional points of comparison on this site. Reviewing their stated services and client focus can help a Chilean family or business owner define which questions matter when evaluating tax planning and cross border advisory options.

Sources

1. Aston Asesorías Patrimoniales

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.