Storgē Partners

Overview

Storgē Partners says it helps families organize, manage, and prepare their wealth for future generations. The firm coordinates specialist providers and guides families through research, analysis, and teamwork to support efficient family wealth management.¹

History

Storgē reports more than 75 years of combined leadership experience in finance and corporate banking with Latin American families and entrepreneurs.¹

Services

The firm’s family wealth services cover three areas: financial wealth, family consulting, and corporate services. Its group includes Storgē Partners Economic Studies in Miami, which provides financial advisory services, and SP Servicios Globales de Consultoría y Estrategia in Madrid, which focuses on family wealth consulting and corporate services.¹

Storgē Partners Economic Studies LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser. The SEC relationship summary describes fee-based, non-discretionary investment advisory and portfolio management services, with clients retaining final decision-making authority over purchases and sales.²

What the firm offers

• Investment management
• Administration and bill pay

Client Focus

Storgē works with families and entrepreneurs, including Latin American families seeking coordinated support for financial wealth, family matters, and corporate needs.¹

Approach

Storgē identifies independence, commitment, confidentiality, trust, integrity, and ethics as core values. The firm says its team combines experience and academic specialization across wealth management and administration, with 16 professionals supporting its work.¹

For investment advisory clients, the adviser evaluates investment objectives, guidelines, risk profiles, and existing holdings. It then develops tactical allocation recommendations and monitors portfolios over time.²

Assets and Minimums

The SEC relationship summary reports a cumulative minimum account size of $3,000,000. It also notes that the firm may accept lower-value accounts at its discretion.²

FAQs

Related resources

• LocationMultifamily offices in Coral Gables

  This Coral Gables resource helps Miami based families compare nearby multifamily office options and understand how local providers may differ. It can support questions about investment management, administration, bill pay, and coordination across family and business needs when considering a firm with Miami and Madrid offices.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related planning topics. A family or entrepreneur considering Storgē Partners can use these materials to identify estate issues to discuss alongside investment management, administration, and bill pay, especially when assets, heirs, or business interests span the United States and Spain.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com provides a directory and playbooks for owners managing family enterprises. The material may help a business owner prepare questions about governance, succession, cash management, and family decision making before discussing coordinated wealth management or corporate services with a multifamily office serving entrepreneurs.

• GuideQuestions to ask a multifamily office

  This MultifamilyOffices.com guide gives prospective clients a framework for evaluating a multifamily office. Its questions can help a Miami family or entrepreneur ask about investment management, administration, bill pay, service coordination, client communication, and support for affairs involving both Miami and Madrid.

• Similar firmsAdi Dassler International Family Office
  Asena Family Office
  FDI Wealth Management

  Profiles of Adi Dassler International Family Office, Asena Family Office, and FDI Wealth Management give readers additional firms to review on the site. Comparing their stated services, locations, and client focus with Storgē Partners can help a family or business owner clarify which questions matter before making contact.

Sources

1. Storgē Partners
2. Storgē Partners Economic Studies LLC SEC Relationship Summary

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.