Capabilities

Alvary Group provides comprehensive family office services to a select group of ultra-high-net-worth families. Our integrated approach addresses all aspects of wealth stewardship with particular expertise in strategic philanthropy.

Investment Management

  • Global equity and fixed income strategies
  • Alternative investments including private equity, real estate, and hedge funds
  • Direct investment opportunities
  • ESG and impact investment integration
  • Latin American market specialization
  • Multi-currency portfolio management
  • Cross-border investment structuring
  • Local regulatory and tax optimization
  • Institutional-quality custody and reporting
  • Risk management and portfolio analytics
  • Tax-efficient implementation
  • Performance measurement and attribution

Philanthropy & Impact Planning

  • Charitable giving optimization and planning
  • Private foundation establishment and governance
  • Impact measurement and evaluation frameworks
  • Multi-generational philanthropic engagement
  • Due diligence on charitable organizations
  • Grant management and monitoring
  • Cross-border giving structures
  • Collaborative funding opportunities
  • Vetted charitable organization relationships
  • Philanthropic advisor connections
  • Impact investment deal flow
  • Peer family office collaborations

Tax Planning & Optimization

  • Argentine tax optimization
  • International tax structuring
  • Treaty planning and compliance
  • Estate and gift tax strategies
  • Charitable deduction optimization
  • Foundation tax compliance
  • Impact investment tax structuring
  • Cross-border giving efficiency

Succession Planning & Family Governance

  • Estate planning and implementation
  • Business succession strategies
  • Trust and foundation structures
  • Tax-efficient transfer mechanisms
  • Family constitution development
  • Governance structure design
  • Next-generation preparation programs
  • Conflict resolution frameworks

Family Office Administration

  • Consolidated reporting and oversight
  • Cash management and bill payment
  • Investment administration
  • Vendor coordination and management
  • Secure technology platforms
  • Document management systems
  • Insurance coordination
  • Lifestyle and concierge services

Risk Management

  • Comprehensive risk analysis
  • Insurance optimization
  • Privacy and security planning
  • Crisis management preparation