Mexico City
The conversation begins where you live. Mexican counsel and tax advisers who address the entity and the fiscal position before a transaction fixes both.
- Owners approaching a sale
Borderless wealth management.
Capital that crosses generations, and borders.
You hold more than a portfolio: companies, property, accounts across currencies and jurisdictions. ValMonde manages all of it under one umbrella.
Markets
Mexico City
The conversation begins where you live.
The structure, the custodian and the jurisdiction all follow from that first hour.
Advice across the global financial markets.Independent, and built around you.Every asset held in your name.
ValMonde Capital is an independent wealth management and financial advisory firm, specialising in complex cross-border financial transactions. We provide financial advisory, investment advice, real estate and access to private equity across key economic and financial regions such as the Middle East, Asia Pacific, Latin America and the continental United States. We walk with you every step of the way.
The firmThe only figures this firm publishes.
4
Jurisdictions
Mexico City, London, Dubai and Manila. The conversation begins where you live. The structures sit where they are administered with the most rigour.
12
Years
In international private banking in London, Dubai and Abu Dhabi.
US$100m+
Under advice
Client capital under ongoing advice across the global financial markets.
100%
Held in your name
Your assets are held in your name with regulated custodians, on terms you can read.
Five disciplines, one relationship.
Financial advisory
Where you stand today, where you intend to be, and the plan that connects the two. Your whole financial life, ordered and understood on one page.
Learn moreInvestment advice
Ongoing advice across the global financial markets, in the currencies and jurisdictions your life runs through, from an investment advisor who stays with you.
Learn moreTax advice
The firm does not give professional tax advice. It finds you certified tax advisers in the jurisdictions involved, and its own investment advisors carry a working knowledge of each one's rules.
Learn moreReal estate
Help purchasing property in other parts of the world: London, Dubai, Abu Dhabi, Jakarta, Manila. The structure, the currency and the financing arranged around each purchase.
Learn morePrivate equity
Access to the private markets beyond the listed exchanges, weighed against your whole position rather than offered in isolation.
Learn moreCapital advisory
Debt or equity for your company, weighed before anyone is approached, then introduced through the firm's relationships in Mexico City, London, Dubai and Manila. Every fee agreed in writing first.
Learn more
The long view
Marble is quarried in decades and cut in an afternoon.
Capital behaves the same way. The work that matters is slow, undramatic, and complete long before anyone needs it.
Four jurisdictions, each with a defined role.
London
Four centuries of trust and succession law, and the institutions that have administered family capital through every one of them.
- Heirs in more than one country
Dubai
Institutions that custody, report and pay in several currencies as a matter of course, supervised where they sit rather than where you are.
- One country, one currency
Manila
The economies of Southeast Asia, reached through one relationship. Regional institutions, regional markets, and property in the cities most portfolios never touch.
- Capital or family across Asia
London
The oldest protections were the most expensively learned.
That is why a structure constituted under those jurisdictions holds through a difficult decade.
The decisions that matter are made years before they are needed.
Families who begin a decade ahead choose from the full set of options available to them. Families who begin in the month of a sale choose from what remains.
Who we serve
On the record
You read every arrangement before you enter it.
Every arrangement arrives with the contract, the supervising regulator and the fee schedule in writing. An arrangement that cannot withstand a slow reading is not one this firm puts in front of you.
An introductory meeting, without obligation.
One hour, at your office or ours. You meet the firm and see what the global financial markets make available to you. You leave with a clear picture and, where it serves you, a concrete next step.
There is no fee and no engagement to sign.