Our Services

Tailored investment and advisory solutions for preserving and growing family wealth across generations.

Investment Strategies

Customized investment strategies designed to protect your wealth and enhance your family's legacy.

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Advisory Services

Expert advisory services focused on long-term vision and discretion to strengthen your family's future.

Comprehensive wealth management solutions that prioritize trust, discretion, and sustainable growth.

Wealth Management
A well-furnished and elegant office space featuring a modern chandelier with crystal elements hanging from a ceiling, illuminating a cozy meeting area with a wooden table surrounded by three cream-colored chairs. The back wall displays an art piece with vintage clock motifs, flanked by two wall sconces.
A well-furnished and elegant office space featuring a modern chandelier with crystal elements hanging from a ceiling, illuminating a cozy meeting area with a wooden table surrounded by three cream-colored chairs. The back wall displays an art piece with vintage clock motifs, flanked by two wall sconces.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.

Our Projects

Tailored solutions for preserving family wealth across generations.

A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
Investment Strategies

Customized plans for long-term financial growth.

Entrance to a modern office building with large glass doors and windows, featuring the words 'Shanghai World Financial Center' in Chinese above the entrance. The reflection of surrounding skyscrapers is visible in the glass.
Entrance to a modern office building with large glass doors and windows, featuring the words 'Shanghai World Financial Center' in Chinese above the entrance. The reflection of surrounding skyscrapers is visible in the glass.
Advisory Services

Expert guidance for sustainable wealth management.

A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
Two men in formal attire are in an office setting. One man is seated at a large wooden desk, holding up an open binder with a signature visible. The other man stands beside the desk. Behind them is a large window with a view of greenery, and an American flag drapes from the wall. The room features gold curtains and various decorative items.
Two men in formal attire are in an office setting. One man is seated at a large wooden desk, holding up an open binder with a signature visible. The other man stands beside the desk. Behind them is a large window with a view of greenery, and an American flag drapes from the wall. The room features gold curtains and various decorative items.
Legacy Planning

Strategies to protect and enhance your family's legacy.

Wealth Preservation

Discreet solutions for safeguarding family assets.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Grupo Legado has been instrumental in securing our family's financial future with their expert guidance.

The Martinez Family

A person is reading a newsletter or brochure while seated. The document contains information related to property management, with the title 'Northshore Property Management' and a notable 'Ray White' advertisement. The setting includes a wooden table, a file, and cardboard boxes in the background.
A person is reading a newsletter or brochure while seated. The document contains information related to property management, with the title 'Northshore Property Management' and a notable 'Ray White' advertisement. The setting includes a wooden table, a file, and cardboard boxes in the background.

Their tailored investment strategies have truly helped us preserve our wealth for future generations.

The Gonzalez Family

A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
A marble surface displays five 100-dollar bills arranged in a fan shape. Above the bills, the words PASSIVE INCOME are spelled using wooden Scrabble tiles.
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