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Integrated Family Office Strategies for Lasting Security.
Cazadero Capital is a prominent multi-family office specializing in bespoke financial planning, investment advisory and estate planning services. Based in New York, with offices in Madrid, we offer independent wealth management solutions for private and institutional clients in the Americas and across the globe.
An Integrated Management Approach Shaped to Your Needs
Our approach to wealth management is centred around collaboration, transparency, and integrity. We work closely with our clients to understand their unique financial goals and requirements while developing customized frameworks to help them actualize their objectives. Cazadero Capital’s team of expert advisors and financial analysts uses a multi-disciplinary approach that merges traditional wealth management strategies with cutting-edge technology to provide unparalleled financial stewardship.
At Cazadero Capital, we believe in putting our clients first. We are committed to providing the highest level of personalized service and strive to build lasting relationships with our clients based on trust and mutual respect. Our values of professionalism, accountability, and expertise drive everything we do.
Our ultimate objective is to empower clients with the knowledge and resources to make informed decisions about their wealth while making confident decisions that support their long-term financial vision.
If you're looking for a family office dedicated to prioritizing your family’s needs above all else, look no further than Cazadero Capital.
We would be happy to speak to you at your convenience and learn about your financial objectives.
Our Services
Financial Planning
Financial planning is at the heart of what we do. Our team of financial planners will work with you to develop a personalized financial strategy that integrates your unique financial goals and circumstances. Our financial planning services include multifaceted investment strategies, retirement planning, tax planning, and risk management advisory. We strive to provide investors, multi-generational families, trusts and charities with the analytic rigor and innovative thinking to drive enduring financial security.
Investment Advisory
At Cazadero Capital, we believe that effective investment management is pivotal to the continuous realization of financial objectives. Our diverse investment solutions are built to reflect and support each client’s unique long-term goals. With an emphasis on financial and operational excellence, we work to cultivate diversified investment portfolios that support each client’s financial vision while accounting for all potential risks. Our investment advisors have over four decades of combined experience and are passionate about providing investors with ongoing monitoring and diligent reporting to ensure their portfolios stay on track.
Estate Planning
Cazadero Capital advisors understand the value of establishing a proper framework for the seamless and hassle-free transference of wealth to future generations. We formulate straightforward strategies to safeguard family legacy and craft intelligent solutions to help clients simplify all aspects of family governance. Our estate planning service offerings include comprehensive oversight, will preparation, trust document drafting, foundation administration, and family governance coordination. We are proud to help our clients protect their assets and ease the transfer of substantial wealth while facilitating continuous financial security for the people and causes most important to them.
Contact Cazadero Capital
info@cazaderocapital.com
PHONE
+1 347 809 5954
ADDRESS
New York, United States
Madrid, Spain
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