
The infinite value of
Genius minds.
Our commitment is to create a wealth plan that reflects what really matters to you — with intelligence, confidentiality, and a long-term vision.
For over 15 years, we have advised entrepreneurs, investors, and affluent families on building global structures, protecting assets, and strategic performance across multiple markets.
Years of Experience
+ 15
Countries Covered
+ 21
Assets Under Advice (USD)
+ 3 B
Genius Wealth Management™
What We Do










Wealth With Purpose Starts In The Present
The future is not inherited. It's
shaped by the decisions we make today.
#1
Increase Your Wealth
We will build personalized wealth-building strategies with you — aligned with your values, lifestyle and the needs of your family. More than just profitability: vision, consistency and structure.
#2
Protect Your Future
Change happens – what makes the difference is being prepared. We guide you in creating legal, financial and succession structures to preserve what you have built and ensure peace of mind at every stage of life.
#3
Achieve Your Goals
Clear goals deserve smart plans. We help you align your present with your future—whether it’s achieving geographic freedom, launching a family office, investing independently, or pursuing a purposeful life project.
#4
Build Your Legacy
Your wealth can be more than a reflection of your success—it can be a force for change. We help you leave a lasting mark: on your family, society, and the world. With structure, meaning, and a multigenerational vision.

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Why Choose Us
For each stage of your journey, you deserve results that match your goals.
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Join Us Today
Choose where you want to start and
we'll you throughout your journey:
Increase My Wealth
Protect My Future
Achieve My Goals
Build My Legacy

Selected Testimonials
Discreet Voices. Real Results.
“After years of accumulating assets and dealing with advisors who lacked a holistic view, I finally found an approach that brought everything together into a clear and lasting global strategy. Today, I have peace of mind about the future of my wealth and that of my family.”
Ethan W.
“Genius’ guidance has transformed the way I view my portfolio. I now have solid structures, global diversification and a clear strategy for my family to thrive beyond the UK.”
Victoria C.
“Trust and discretion have always been my priorities. With Genius, I have achieved asset protection and an impeccable international strategy — without compromising my privacy and freedom.”
Ernst H.
“My structures were efficient, but not global. Genius redesigned everything with fiscal intelligence and freedom of movement. Today, I invest and grow without borders or unnecessary risks.”
Audrey L.
“In Brazil, having assets means being exposed. Genius brought clarity and security to internationalization. Today, I protect my family and invest globally with absolute confidence.”
Zaira F.
“Opening a company and bank account in Panama is easy. What’s hard is having a real plan to grow and protect globally. Genius has changed everything: now I have the strategy, compliance and confidence to go further.”
Cinthia R.
“In Dubai, everyone has access to tax efficiency. But structuring a solid legacy that transcends borders and preserves elegance is something few can do. With Genius, I was able to do it.”
Rashid A.
Stay Well Informed
Our Research & Insights
What is a Family Office and How to Know if You Need One
How Silent Billionaires Invest
International Asset Protection: What Are the Most Used Mechanisms in the World
What Life Is Like Inside a Family Office
What is the Difference Between a Family Office and a Private Banker?
How Much Money Does It Take to Create a Family Office?
Wealth Without Borders
Where We Invest Every Day
See the Markets We Serve:
Toronto Stock Exchange - TSX


NYSE


Nasdaq


ICE


London Stock Exchange


Euronext


Tokyo Stock Exchange


CME Group


Börse Frankfurt


Bolsa de Madrid


Borsa Italiana


SIX Swiss Exchange


Wiener Börse


Stock Exchange of Hong Kong - HKEX


Dubai Financial Market


CBOE


Eurex Exchange


Australian Securities Exchange - ASX


Singapore Exchange - SGX


Bombay Stock Exchange - BSE


National Stock Exchange of India - NSE


Mercado Integrado Latinoamericano - MILA


Mercado de Valores de Buenos Aires - MERVAL

