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Services

Three mandates, one relationship.

The classical family office brief — wealth, law and life administration — carried by one team so nothing falls into the gap between advisors in two countries.

What a family office is for

The work nobody else owns.

A family with an operating business already has a lawyer, an accountant and a banker. What it usually does not have is anyone whose job is the whole picture: how the company, the personal portfolio, the property, the children's residency and the succession plan interact — across two tax systems and two legal traditions.

That is the work a family office owns. Insignia carries it under three mandates.

01

Wealth management

Allocation and oversight across three very different pools: the family's own operating businesses, the direct deals it takes through the Insignia platform, and its liquid holdings. Same screening standard applied to all of them, so a resort in Cartagena and a technology position are compared on one page.

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02

Legal advisory

Structures that survive a border. Entity formation in Florida, cross-border holding arrangements, succession documents that are recognised on both sides, and the planning that sits adjacent to residency and immigration — executed by admitted counsel, coordinated by Insignia.

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03

Concierge

The administrative weight of a life lived in more than one country: schooling and university placement, medical coordination, residences and their staff, travel, vehicles, insurance renewals — the fifty small frictions that otherwise consume a principal's week.

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Engagement

How a mandate actually starts.

01

Conversation

A call, in Spanish or English, about the family's structure and what is already in place. No documents.

02

Scope

A written note of what Insignia would own, what stays with existing advisors, and the fee basis. Nothing implied.

03

Mandate

The engagement is signed for a defined scope. Regulated work is routed to the entity licensed to do it.

04

Cadence

A standing review rhythm the family sets — and a single point of contact who does not change every quarter.

Questions

About scope and fees.

Can we engage Insignia for one mandate only?
Yes. Some families come only for the legal structuring, others only for the investment screening. The three mandates are designed to work together, but they are scoped and engaged separately, and nothing obliges a family to take all three.
Does Insignia replace our existing lawyers and accountants?
No, and it should not. Insignia coordinates with the family's existing advisors at home and adds the United States counterparts they lack. The point is to remove the family from the role of integration layer between jurisdictions.
Is advice given in Spanish?
Yes. The firm was built by Spanish-speaking families and works in Spanish and English throughout, including documentation review and calls with counterparties.
What does a family office typically cost?
It depends entirely on scope — a single structuring mandate and a full multi-mandate relationship are different orders of magnitude. Insignia does not publish a fee schedule; scope and fees are agreed in writing before any work begins.

Next step

Start with the mandate that hurts most.

Families rarely need all three at once. Tell us which one is costing you time or money today and we will scope that.

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

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