FDI Family Office S. A.

Overview

FDI Wealth Management, LLC is an SEC investment adviser with CRD 292050 and SEC file 801-128421. Its registration became effective on July 28, 2023.¹ FDI says it serves individuals, families, and institutional investors resident in Latin America, the United States, and Europe.⁸ The firm lists offices in Miami, Florida, Montevideo, Uruguay, and Ciudad de Buenos Aires, Argentina.²⁵

FDI Family Office S.A. states that it is registered in Uruguay as an Asesor de Inversiones regulated by Banco Central del Uruguay, matrícula 7605.² Financial Design International S.A. states that it is registered in Argentina as an Agente Asesor Global de Inversiones regulated by Comisión Nacional de Valores, matrícula 657.³ The Argentine entity states that it has agreements with Capital Markets Argentina S.A., Consultatio Investments S.A., and INVIU S.A.U., with the matrícula numbers listed on its legal information page.⁴

History

FDI says it was founded in 1998.⁵ Mariano Sardáns founded FDI in 1998, initially operating from Larkspur, California.⁶ The firm describes its current team as distributed across three offices.²⁵

Timeline

1. 1998FDI says it was founded in 1998.
2. 2023Its registration became effective on July 28, 2023.

Leadership

Mariano Sardáns is Socio y CEO. He is an industrial engineer and completed his education at the University of Berkeley.²⁶

Fernando Díaz is Socio y Director de Estructuración Patrimonial. He is a public accountant with postgraduate studies at Universidad del Salvador, Universidad de Buenos Aires, and IAE Business School.²⁷

Rodrigo Gamarci is Socio y Director de Gerenciamiento de Activos. He is a public accountant from UNL and holds an MBA focused on finance and investments in Germany.²⁸

Daniel González Posse is Socio y Director de Compliance. He joined the FDI staff in 2005 and has served as Director of Compliance since 2014.²⁹

Services

FDI describes its service as combining financial, tax, legal, and succession intelligence to increase and protect client assets and investments.⁷ Its reported advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and other advisory services.⁹

Financial asset management includes integrating client income and payments with investments.¹⁹ FDI says it uses United States based financial institutions as custodians when possible, and European or Asian banks or brokers when access requires it.²⁰ Its banking assistance covers opening and operating bank and investment accounts, virtual wallets, and cryptocurrency accounts.²¹ FDI advises companies and institutional investors on hedging strategies using financial futures for currencies, commodities, and metals.²²

Its multi-family-office services include investment management, financial and tax planning, family governance, trusts, succession planning, concierge services, and administrative services.²³ FDI defines a multi-family office as serving multiple high net worth families while sharing costs, resources, and experience.²⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Cross-border planning

Client focus

FDI says its clients include individuals, families, and institutional investors resident in Latin America, the United States, and Europe.⁸ The SEC record reports 174 non-high-net-worth individuals, 18 high-net-worth individuals, 1 pension plan, and 160 clients classified as “Other” as of August 6, 2026.¹⁰

Investment philosophy and approach

FDI describes its client model as fee-only, with 100 percent of revenue coming from fees agreed and paid by clients.¹¹ The firm states that it receives no commissions, retrocessions, incentives, or gifts from financial institutions or third parties.¹² FDI also states that it is not a bank or brokerage and does not take custody of client assets.¹³

The firm describes its investment approach as one personalized portfolio per client.¹⁴ It says it uses collective negotiations and block trades when possible.¹⁵ FDI coordinates with clients’ accounting, legal, and tax advisers and recommends qualified professionals when needed.¹⁶

Assets and minimums

The SEC Form ADV record reports regulatory assets under management of $283,751,761 as of August 6, 2026.¹⁰ The filing reports fee types based on a percentage of assets under management and hourly fees.¹⁷ No minimum investment amount is stated in the supplied sources.

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Miami

  The Miami multifamily offices page helps readers compare firms serving wealthy families and business owners in a major US wealth center. It may provide useful regional context when considering FDI Wealth Management's investment management, planning, family governance, administration, and cross-border services.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate planning topics. These materials can help a family owner prepare questions about estate structures, tax planning, succession, and how those needs may connect with broader financial planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to understand family office models, governance, education, administration, and bill pay when assessing whether an advisory relationship fits their family's needs.

• DataMFOs by decade founded

  The MFOs by decade founded page gives readers a way to view multifamily offices across different periods of establishment. That context can support questions about firm history, client focus, and how services such as investment management, planning, and family governance fit a family's long term needs.

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  Profiles for Brainvest Wealth Management SA, Legacy Family Office, LLC, and Legacy Trust Family Wealth Offices offer comparison points within the site's directory. Reviewing these firms may help readers frame questions about investment management, estate planning, administration, family governance, and services for wealthy families or business owners.

Sources

1. SEC CRS , accessed 2026-10-23.
2. FDI legal information , accessed 2026-10-23.
3. FDI legal information , accessed 2026-10-23.
4. FDI legal information , accessed 2026-10-23.
5. FDI Nosotros , accessed 2026-10-23.
6. FDI Nosotros , accessed 2026-10-23.
7. FDI Nosotros , accessed 2026-10-23.
8. FDI Nosotros , accessed 2026-10-23.
9. SEC/IAPD adviser record , as of 2026-08-06.
10. SEC/IAPD adviser record , as of 2026-08-06.
11. FDI Filosofía , accessed 2026-10-23.
12. FDI Filosofía , accessed 2026-10-23.
13. FDI Filosofía , accessed 2026-10-23.
14. FDI Filosofía , accessed 2026-10-23.
15. FDI Filosofía , accessed 2026-10-23.
16. FDI Filosofía , accessed 2026-10-23.
17. SEC/IAPD adviser record , as of 2026-08-06.
18. SEC/IAPD adviser record , as of 2026-08-06.
19. FDI financial asset management , accessed 2026-10-23.
20. FDI financial asset management , accessed 2026-10-23.
21. FDI financial asset management , accessed 2026-10-23.
22. FDI financial asset management , accessed 2026-10-23.
23. FDI Multi-family Office , accessed 2026-10-23.
24. FDI Multi-family Office , accessed 2026-10-23.
25. FDI Nosotros , accessed 2026-10-23.
26. FDI Nosotros , accessed 2026-10-23.
27. FDI Nosotros , accessed 2026-10-23.
28. FDI Nosotros , accessed 2026-10-23.
29. FDI Nosotros , accessed 2026-10-23.

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.