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
Private wealth, across jurisdictions.
Capital that crosses generations, and borders.
You built it under one jurisdiction. Your family will hold it under several. ValMonde introduces the institutions equipped for that.
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Mexico City
The conversation begins where you live.
The structure, the custodian and the jurisdiction all follow from that first hour.
You contract directly with the institution. ValMonde makes the introduction and remains present for its duration.
Capital in its second generation requires the same care it took to build in its first, and the professionals equipped for that work are seldom the ones already in place. You set out what you are protecting and for whom. The introduction follows, and ValMonde remains present through it.
The firmFour jurisdictions, each with a defined role.
Madrid
An EU jurisdiction that works in Spanish, where Latin American families have kept their European affairs for a generation without translating a document.
- Children studying or settling in Europe
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
London
The oldest protections were the most expensively learned.
That is why a structure constituted under those jurisdictions holds through a difficult decade.
The only figures this firm publishes.
4
Jurisdictions
Mexico City, Madrid, London and Dubai. 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, before returning to conduct the same work for Mexican families.
100%
Contracted directly
Every relationship is contracted between you and the regulated institution itself, on terms you can read. Where an introduction results in a fee to ValMonde, that fee is disclosed to you in writing beforehand.
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.
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.
Each introduction 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 introduces.
A second opinion, without obligation.
One hour, at your office or ours. You set out what you hold and what concerns you about it. You leave with an independent assessment and, where it serves you, an introduction to the institution equipped for it.
There is no fee and no engagement to sign.
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