Génesis Banca de Inversion SAS

Overview

Génesis Banca de Inversión SAS is an independent Colombian investment-banking and multi-family-office firm founded in Bogotá in 1997. The firm reports experience across more than 140 projects in financial services, real estate, agriculture, education, infrastructure, energy, consumer goods, technology, telecommunications, and healthcare. Génesis is also a member of Pandion Partners, an international M&A alliance spanning 24 countries, according to the firm.¹

History

Génesis was established in Bogotá in 1997. The firm says it has built its practice around independent advice, confidentiality, transparency, ethics, and long-term client relationships, while selecting a limited number of projects each year.¹

Leadership

Juan Pablo Ortiz Salom is Managing Partner. The firm says he has led Génesis since 2002 and directs its financing, M&A, and family-wealth advisory work.¹

Juliana Figueroa is Partner, Family Office. She leads the administration of clients’ family-wealth structures and coordinates tax, accounting, legal, administrative, and governance matters.¹

Juan Diego Alzate is Partner, Investment Banking. He directs investment-banking projects involving M&A, financing, strategic consulting, project structuring, intangible-asset valuation, and financial expert opinions.¹

Daniel Gámez, CFA, is Partner, Strategy and Technology. He oversees technology development and the use of artificial intelligence in the firm’s family-office and investment-banking processes.¹

Catalina Jiménez is Associate Director, with experience in M&A, purchase-price allocation, impairment testing, public-private partnerships, real-estate project financing, and financial expert opinions.¹

Services

Génesis advises companies on mergers, acquisitions, sales, business valuations, due diligence, negotiations, and transaction closing. Its corporate services also include financing structuring and fundraising, strategic consulting, project structuring, intangible-asset valuation, financial expert opinions, and outsourced financial planning.²

For families, Génesis provides financial planning, succession planning, family governance, financial education, investment analysis, accounting consolidation, tax-planning support, and legal and corporate coordination.³

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Business owner services
• Private and alternative investments
• Cross-border planning

Client Focus

The firm says its family-office clients include Colombian families and business-owning families with complex assets who seek preservation, growth, and intergenerational transfer. Its investment-banking work supports companies across a broad range of sectors and transaction needs.³

Approach

Génesis describes its approach as personalized and multidisciplinary. The firm combines financial, accounting, legal, tax, business, and wealth-management expertise with consolidated reporting designed to support client decisions. It says its work emphasizes independence, confidentiality, transparency, ethics, and long-term relationships.³

FAQs

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Sources

1. Génesis, “Quiénes somos”
2. Génesis, “Banca de inversión”
3. Génesis, “Family office”

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.