sQuadra Multi Family Office Corp.

Overview

sQuadra Multi Family Office describes itself as an independent boutique regulated by Panama’s Superintendencia del Mercado de Valores. The regulator lists sQuadra Multi Family Office - Asesor de Inversiones, Corp. under Resolution SMV No. 580-2015, issued September 11, 2015.²

History

The firm was founded in 2014 after its professionals developed careers in Switzerland and the United Kingdom. It reports international experience spanning Switzerland, the United Kingdom, Spain, Andorra, and Panama.¹¹⁰

Timeline

1. 2014The firm was founded in 2014 after its professionals developed careers in Switzerland and the United Kingdom.
2. 2015580-2015, issued September 11, 2015.

Services

sQuadra’s wealth administration service consolidates banking information, investment portfolios, and nonfinancial assets into a unified view.⁵

Its investment services include strategic asset allocation, portfolio proposals aligned with each client’s objectives and risk capacity, portfolio monitoring, and analysis of financial instruments.⁶

Family and legacy work considers assets held across jurisdictions, different family residences and interests, and legal structures such as foundations, trusts, and companies.⁹

What the firm offers

• Philanthropy
• Administration and bill pay

Client Focus

The firm serves a small group of entrepreneurs, business successor generations, and multigenerational families.⁴

Approach

sQuadra says its investment process begins by understanding each client’s circumstances, goals, constraints, market knowledge, and tolerance for fluctuations before establishing a long-term investment policy.⁷

The firm uses an open architecture approach, combining proprietary analysis with external research when selecting bonds, equities, mutual funds, and other instruments.⁸

FAQs

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Sources

1. sQuadra Multi Family Office
2. sQuadra About Us
3. Panama Superintendencia del Mercado de Valores, sQuadra listing
4. sQuadra About Us
5. sQuadra Wealth Administration
6. sQuadra Investments
7. sQuadra Investments
8. sQuadra Investments
9. sQuadra Family and Legacy
10. sQuadra About Us

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.