Quattro, Wealth Management

Overview

Quattro, Wealth Management serves families, their companies, and corporates with comprehensive wealth services. The firm develops individualized strategies intended to support clients’ short- and long-term goals and multigenerational planning.

Services

Quattro’s investment advisory services are personalized around each client’s family and financial circumstances, including assets, liabilities, currency exposure, and liquidity needs. Its wealth-planning work includes estate and succession planning, philanthropic structures, asset protection and insurance planning, executive compensation, retirement plans, and administration of nonfinancial assets such as art and real estate.

Banking services help clients consolidate and optimize assets, investments, credits, and global banking relationships while retaining custody with banks of their choice. Fiduciary services include reviewing and creating trust structures, coordinating with fiduciaries in different jurisdictions, and administering testamentary, revocable, irrevocable, and business trusts.

Quattro also provides investment-banking advice covering mergers and acquisitions, asset purchase and sale evaluations, investment-project analysis, feasibility studies, and board representation.

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

The firm serves families, their companies, corporates, and institutional investors. Its investment-services guide states that Quattro provides discretionary portfolio-management services and individualized investment advice for institutional investors.

Approach

Quattro describes an open-architecture approach that combines internal investment strategies with carefully selected external strategies. Its investment offering includes liquidity instruments, debt-market securities, investment funds, equities, and alternative investments such as FIBRAs and private-capital vehicles.

The firm uses investor profiles named Conservative, Balanced, Growth, Aggressive Growth, and No Restrictions to guide portfolio diversification.

Registration

Quattro’s investment-services guide states that QuattroWM, Asesor en Inversiones, S.A. de C.V. is registered with Mexico’s Comisión Nacional Bancaria y de Valores under folio 30071-001-(14156)-09/11/2016, effective November 9, 2016.

FAQs

Related resources

• LocationMultifamily offices in Mexico City

  This page helps readers compare multi-family offices serving Mexico City and assess which services may fit a family or business owner's needs. It provides regional context for considering investment management, estate planning, fiduciary work, private investments, and related administration when reviewing Quattro's service mix.

• GuideMultifamily office services

  This overview explains the main services a multi-family office may coordinate, including investment management, estate planning, trust administration, philanthropy, bill pay, insurance, alternatives, and retirement planning. Readers can use it to identify which responsibilities they may want handled together when assessing a provider such as Quattro.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help a prospective client research family offices, investors, and related organizations before beginning conversations. The databases may support comparisons of firms serving wealthy families or business owners, including those seeking investment advice, private investments, fiduciary services, or banking relationships.

• GuideThe annual MFO review

  The annual MFO review gives readers a recurring reference for understanding developments and differences among multi-family office providers. Reviewing it alongside Quattro's stated services can help a family or business owner prepare questions about planning, investments, administration, risk management, and fiduciary arrangements.

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  Profiles of Aguilar Portilla y Asociados, Patrimonial Partners, and Proaltus Capital Partners offer comparison points for readers reviewing firms with related audiences or services. Looking across these profiles may help clarify which capabilities matter most, from investment management and estate planning to private investments, bill pay, and retirement planning.

Sources

1. Quattro, Wealth Management
2. Investment Services Guide

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.