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Global Kandor
Multifamily office listing in Miami, Florida, United States.
- SEC-registered
- Regulatory AUM
- $483 million
- Employees
- 13
- Clients
- 0
- SEC CRD
- 308452
Independent SEC-registered investment adviser serving ultra-high-net-worth clients worldwide, with a strong focus on Latin American individuals, families and institutions.1
Overview
Global Kandor Advisors LLC provides multi-family-office, wealth-management and private-markets consulting services for individuals, families, institutions and businesses. The firm coordinates investment, planning and operational capabilities with outside specialists when appropriate.14567
History
Global Kandor Advisors LLC was organized as a Florida limited liability company in June 2020.2
Leadership
Guillermo Vernet is Founder and CEO, Paola Bernal is CIO, and Ana Maria Rebora and Diana Verity are Directors of Business Development.3
Services
Its multi-family-office offering includes investments, analytics, operations management, family governance, corporate finance, tax and estate planning, insurance and philanthropy.4
Wealth-management services cover portfolio construction, discretionary and non-discretionary investment management, reporting, account operations, cash management, and tax and estate-planning support.5
Through private-markets consulting, Global Kandor provides access and research support for private-equity, private-credit and private-real-estate funds.6
What the firm offers
- Investment management
- Tax planning
- Estate planning
- Philanthropy
- Family governance and education
- Risk and insurance
Client Focus
The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses. It emphasizes service for ultra-high-net-worth clients worldwide, particularly those in Latin America.111
Approach
Global Kandor says its process begins by understanding each client’s goals, risk tolerance and needs, then coordinating services and outside specialists as appropriate. Its investment process uses fundamental and technical analysis and generally follows a long-term strategy aligned with each client’s goals.712
Assets and Minimums
Global Kandor reports managing $483,329,066 in client assets as of December 31, 2025. This includes $20,658,518 managed on a discretionary basis and $462,670,548 on a non-discretionary basis.8
The firm states that it generally does not impose a minimum relationship size. Wealth-management fees may be asset-based, ranging from 0.50% to 2.00% annually, or fixed according to service complexity, planning needs, assets and relationship scope.910
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2021 | $325 million | $24 million | $301 million |
| 2022 | $458 million | $35 million | $424 million |
| 2023 | $409 million | $22 million | $387 million |
| 2025 | $415 million | $20 million | $395 million |
| 2026 | $483 million | $21 million | $463 million |
| Year | Average AUM per client |
|---|---|
| 2021 | $7 million |
| 2022 | $9 million |
| 2023 | $7 million |
| 2025 | $6 million |
| 2026 | $7 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 22 |
| High net worth individuals | 52 |
| Year | Employees |
|---|---|
| 2020 | 1 |
| 2021 | 9 |
| 2022 | 13 |
| 2023 | 16 |
| 2025 | 14 |
| 2026 | 13 |
Ranks #18 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 308452. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
Who does Global Kandor Advisors serve?
The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations and businesses, with a strong focus on Latin American clients.111
What services does Global Kandor provide?
Its services include multi-family-office support, wealth management, investment management, family governance, tax and estate planning, operations management, philanthropy and private-markets consulting.456
Does Global Kandor require a minimum relationship size?
The firm states that it generally does not impose a minimum relationship size.10
Related resources
- LocationMultifamily offices in Miami
This directory helps compare Miami based multifamily offices that serve wealthy families and business owners. It can clarify which firms work with international clients, including Latin American families, and offer services such as investment management, tax planning, estate planning, insurance, and family governance.
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EstatePlanner.com provides practical guides on wills, trusts, beneficiary designations, and related decisions. A family considering advisory support can use these materials to prepare questions about cross border estate structures, succession, philanthropy, and coordination between investment and tax planning.
- Network siteFamilyOffices.com
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- GuideMultifamily office fees
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Sources
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.
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