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Establish Your Family Office

An appropriately dedicated and established family office is essential for high-net-worth individuals and families. It helps to protect personal, financial, and intergenerational freedom. Mundo has dedicated family office partners comprised of wealth advisers, fund managers, immigration specialists, bankers, and trust and insurance specialists.

We provide you with a single one-stop team specialized in a range of jurisdictions and across different vehicles according to the needs and convenience of each family.

Mundo’s portal offers tools that can be used for the family office strategy, such as bank accounts, trusts and foundations, companies, investments, real estate, and second residency/citizenship. These services can be combined so that our family office partners, or your own family office manager, can achieve optimal results.

Mundo works with wealth managers, lawyers, fund managers, bankers, accountants, and other professionals who help families, and it has a solid team offering you an unparalleled level of support and service.

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About us

Mundo offers a unique portal for investment, corporate, and wealth management services. We are able to offer you quality expertise and services thanks to a successful combo: great reach and personalized attention from a dedicated team.

We can help any investor, lawyer, business owner, or wealth adviser, to receive expert assistance and to fulfill their goals. At Mundo, our team is loyal to service. We are trained to assist you in every aspect of your process, and we will assign you an expert who will walk with you every step of the way.

Having the support and help of experts during this procedure will make a difference in the outcome because, in a journey as important as this, it’s best to have proper guidance.

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Frequently Asked Questions

What family office services does Mundo Expert provide?

Mundo Expert helps international families, entrepreneurs and investors coordinate cross-border corporate structures, residency, citizenship, real estate, banking relationships, trusts and other elements of international wealth structuring.

Who needs family office services?

Family office services may be appropriate for entrepreneurs, investors and families whose assets, businesses, residences or family members span multiple jurisdictions and require coordinated professional support.

Can Mundo Expert coordinate assets in different countries?

Mundo Expert can coordinate professional services across selected jurisdictions and work with relevant legal, corporate, banking, real estate and other specialists according to the client’s international structure.

Can residency and citizenship planning be part of a family office strategy?

Yes. Residency and citizenship can form part of broader international planning involving family mobility, succession, business interests, investments and geographic diversification.

Can trusts and companies be incorporated into a family wealth structure?

Yes. Where legally and commercially appropriate, companies, trusts and other structures can be used as elements of international asset holding and succession planning.