IGM Multi Family Office

Overview

IGM began operating in 2000 for global investors looking beyond Chile’s domestic market for diversification.¹ The firm now presents itself as a Multi Family Office with activities covering financial matters, securities markets, real estate, legal work and tax matters.¹ Its website states that the objective is to develop close relationships based on trust while providing independent advice.¹

IGM says that managing assets has become more difficult because investors face many alternatives across different markets.¹ It describes its partners, advisers and professionals as qualified and experienced in their fields and as working under high ethical standards.¹ The values it publishes are integrity, honesty, loyalty, competitiveness, independence, commitment, respect, responsibility and cordiality.¹

History and development

The firm’s first area of specialization was securities markets and fixed income in the United States and Latin America.¹ The homepage identifies the operating brand as IGM Global Markets.²

Services

IGM advises on international portfolios containing equities, exchange traded funds, fixed income, bonds, structured notes and funds.² Its international work can provide access to financial institutions and custodians in the United States and Europe.²

For Chilean portfolios, the firm works with managed accounts, specialized mutual funds and private investment funds involving local fixed income and equities.² This work is carried out with Chilean portfolio managers connected to established local financial institutions.²

The firm also advises on invoice purchases as investments. These arrangements may use accounts with product exchange brokers or specialized private investment funds.² IGM says it can facilitate access to one or more product exchange brokers with recognized market experience.²

Through IGM Servicios Inmobiliarios, it advises on buying and managing rental properties and on related legal and financial studies.² When requested, accounting, tax and legal assistance may be provided through operating agreements with specialized professionals.²

The advisory work starts with a review of a client’s objectives and financial goals, followed by organization of financial, real estate and other assets held in Chile or abroad.³ IGM then constructs or changes portfolios to correspond with those goals.³ It says investments are monitored against client objectives and portfolios are revised when those objectives change.³

Advisers may act for clients before financial institutions and other counterparties while reviewing investment ideas, strategies and existing arrangements.³ The firm prepares consolidated reports covering projections, expected returns and related risks.³ It may also coordinate with accountants, auditors, pension advisers and other advisers when information or assistance is needed.³

What the firm offers

• Tax planning
• Private and alternative investments
• Cross-border planning

Client focus

The available facts describe IGM’s work with global investors seeking diversification beyond Chile and with clients whose assets may be held locally or internationally.¹³

Investment philosophy and approach

The firm says it combines independent advice with close, trust based relationships.¹ Its process considers assets across financial, real estate and other categories before portfolios are built or adjusted around stated goals.³ IGM says it periodically reviews results and risk adjusted returns and discusses economic and market conditions affecting portfolios.³

FAQs

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Sources

1. IGM, Quiénes somos accessed 2026-10-23.
2. IGM, Áreas accessed 2026-10-23.
3. IGM, Asesoría 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.