FDI - Gerenciadora de Patrimonios

FDI está registrada en USA como Investment Advisor y regulada por la Securities and Exchange Commission (SEC) CRD#292050

General Information
Company Name
FDI - Gerenciadora de Patrimonios
Founded Year
1998
Location (Offices)
Miami, United States +3
Founders / Decision Makers
Number of Employees
25
Industries
Finance, Financial Services
Funding Stage
-
Social Media

FDI - Gerenciadora de Patrimonios - Company Profile

FDI - Gerenciadora de Patrimonios is a USA registered investment advisor, regulated by the Securities and Exchange Commission (SEC) CRD#292050. Since 1998, they have been managing assets and wealth for families, businesses, and institutional investors in Latin America, the United States, and Europe.

Their distinctive ability lies in providing clients with comprehensive service and advice considering the current regulations applicable in both their country of residence and the countries where their assets and investments are located. This approach is vital as it enables clients to carry out their businesses and investments without incurring contingencies or asset risks. FDI recognizes the interconnectedness of financial aspects with legal, tax, and succession factors, aiming to protect and secure the wealth of their clients.

Operating in the finance and financial services industries, FDI has established itself as a reliable partner for those looking to safeguard and grow their wealth across multiple international jurisdictions.

Taxonomy: Investment Management, Financial Planning, Wealth Management, Multi-Family Office, Tax Planning, International Investing, Estate Planning, Cross-Border Wealth Management

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