Wisdom Family Office

Overview

Wisdom Family Office describes itself as an independent multi-family office established and operated by financial, tax, and legal professionals. It serves select families, individuals, and institutions through personalized advice intended to protect and grow wealth over time.¹

History

The firm says it was founded in 2019 by Grupo Asesores en Negocios. Its purpose is to provide personalized guidance that helps families protect and grow their wealth across generations.¹

Leadership

Adela Candela Rojas is listed as Socia y Vicepresidenta de WFO and identified as the founder of Wisdom Family Office. C.P.C. Eduardo García Hidalgo is Presidente y Fundador de Grupo Asesores en Negocios and has more than 27 years of experience in accounting, financial, tax, legal, wealth, and economic advisory.²

Lior Rei serves as Director de Estrategias Patrimoniales y Financieras, focusing on integrated wealth management and investment strategy design for families, business owners, and investors. Daniel F. Núñez Durán is Abogado Corporativo y Financiero, with experience in financing, mergers and acquisitions, joint ventures, investment projects, securitizations, and capital and debt offerings.²

Almendra Guzmán is Directora de Nuevos Negocios and brings 19 years of experience across financial services, banking, investment funds, asset monetization, financing, and retail. Tanya Lorena Rojas Gutierrez is Directora de Planeación Estratégica y Financiera and has 10 years of strategic planning experience.²

Services

Wisdom Family Office organizes its offering around two main service lines: Gestión Patrimonial and Consultoría Estratégica.¹

Gestión Patrimonial covers wealth planning designed to protect, build, increase, and transfer wealth to future generations. The firm also lists expertise in wealth structuring, tax strategy, audit, control and reporting, risk analysis, family governance, and direct investments.¹²

Consultoría Estratégica supports the development and execution of ongoing business operations.¹

What the firm offers

• Financial planning
• Tax planning
• Family governance and education
• Private and alternative investments

Client Focus

The firm says its clients include companies, families, individuals, athletes, artists, professionals, foundations, and public institutions. Wisdom Family Office identifies Mexico as its market, with its team based in Mexico City.¹²

Approach

Wisdom Family Office states that it uses personalized, durable, and controlled strategies to support client decision-making over the short, medium, and long term. It identifies honesty, integrity, confidentiality, responsibility, diversification, transparency, and personalization as its values.¹

FAQs

Related resources

• LocationMultifamily offices in Mexico

  This Mexico-focused page helps readers compare the roles and services commonly offered by multi-family offices in the country. It can clarify how financial planning, tax advice, family governance, and private investments may fit together for a Mexican family or business owner considering an independent advisory relationship.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com provides a directory of corporate venture capital firms and can broaden research into institutional investment relationships. A business owner considering private or alternative investments may use it to understand which organizations invest in companies, sectors, or opportunities relevant to Mexico and family-held enterprises.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com lists family offices and investors that may be useful for mapping potential co-investors, referral sources, or market participants. Readers exploring private investments or institutional advice can use the databases to identify organizations with interests connected to Mexico, family capital, or alternative assets.

• GuideWhen does a family need its own office

  This article helps readers think through when a family's financial, tax, legal, investment, and governance needs may justify dedicated outside coordination. It is especially relevant for families managing business wealth, succession questions, education responsibilities, or multiple investment types across Mexico and other jurisdictions.

• Similar firmsAguilar Portilla y Asociados
  Patrimonial Partners
  Quattro, Wealth Management

  Reviewing Aguilar Portilla y Asociados, Patrimonial Partners, Quattro, and Wealth Management gives readers similar examples from the same site. Comparing their stated focus areas can help a family or business owner frame questions about financial planning, tax planning, governance, education, and private investment support.

Sources

1. https://www.wisdomfamilyoffice.mx/
2. https://www.wisdomfamilyoffice.mx/equipo/

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.