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Notes on cross-border family capital.

Practical writing on what a family office does, how Latin American families structure themselves in the United States, and how to diligence a development in another country. Written for principals, not for search engines.

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Three pieces we send to families most often.

Why we write these

The same questions arrive in the first month.

Every mandate begins with roughly the same set of questions — what does a family office actually own, in what order should we do this, and what should we be asking the seller. Writing the answers down once is more useful than repeating them badly.

Nothing here is advice for your situation. It is the shape of the answer, so the conversation can start further along.

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Next step

Reading is not a substitute for a call.

If one of these pieces described your situation a little too accurately, that is a good reason to talk.

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fer@insigniafamilyoffice.com  ·  (917) 603-3002

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