Valumonics

Overview

Valumonics describes itself as an independent investment banking and strategic consulting firm serving business families and leading Dominican companies. Its mission centers on creating value through financial and legal solutions developed around long-term relationships.¹²

History

The firm reports more than 15 years serving clients, while its partners bring more than 25 years of market experience.²

Leadership

- Tomás Fernández W., managing partner, has more than 25 years of experience in corporate finance, strategy, and human capital.³ - Clara Santos E., administrative director and founding partner, has more than 25 years of experience in administration, strategic planning, and marketing.³ - Alberto Álvarez W., partner and leader of the legal-services division, has more than 25 years of experience in financial, capital-markets, and estate law.³ A 2024 publication from the Dominican Republic’s Superintendencia del Mercado de Valores also identifies Alberto Álvarez Whipple as Valumonics’ partner responsible for legal services.⁴ - Lizbeth Montero P., partner focused on financial strategy, valuation, and mergers and acquisitions, has more than 20 years of professional experience and 12 years leading transactions at Valumonics.³ - Daniela Dupont B., manager, leads company valuations, investment-project structuring, and advice to Dominican business families on wealth preservation. The firm reports 13 years of financial and real-estate experience for her.³

Services

Valumonics lists valuation, transaction advisory, financial strategy, multifamily office services, legal advice, and estate planning among its offerings.⁵

Its valuation work covers companies, assets, and projects. The process can include historical analysis, financial-statement normalization, medium-term projections, and business-case modeling.⁶

Transaction advisory includes acquisition and sale mandates, mergers, alliances, financial due diligence, synergy analysis, capital raising, and financing structuring.⁷

The legal-services division advises on financial regulation, corporate and family structures, contracts, succession, transaction documentation, and real-estate projects using development trusts.⁸

Estate-planning services include asset inventories, family protocols, corporate and family governance, and succession strategies developed with legal and tax advisers.⁹

What the firm offers

• Tax planning
• Estate planning
• Family governance and education

Client Focus

The firm identifies business families and companies in consumer goods and healthcare, financial services, industry, technology, real estate, infrastructure, and tourism as sectors it serves.²

Approach

Valumonics presents its work as a combination of financial and legal advice designed to support value creation and long-term relationships. Its estate-planning practice coordinates legal and tax advisers when developing governance and succession strategies for families.²⁹

FAQs

Related resources

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Sources

1. Valumonics
2. La firma
3. Equipo
4. Superintendencia del Mercado de Valores, 2024 publication
5. Servicios
6. Valoración y simulación financiera
7. Transacciones
8. Servicios legales
9. Planificación patrimonial

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.