Southeast and the AMCS Group create a strategic alliance to continue to expand the scope of services of both firms in the region. The alliance aims to combine the distribution reach of the AMCS Group with the expertise of Southeast on the implementation of wealth planning tools for Latin American families.
The AMCS Group, founded in 2018 by Andrés Munhó and Chris Stapleton, with offices in Miami and Montevideo, focuses on the distribution of investment and wealth planning solutions in the US Offshore and Latin American markets.
Southeast, founded in 2010 by Alex Bermúdez, is the premier Private Placement Life Insurance (PPLI) solutions consultant for Latin American families. Through a multidisciplinary team of specialists, they advise family groups in Chile, Peru, Ecuador and Mexico on the implementation of various estate, protection and wealth planning solutions.
Santiago Costa, Director of Southeast and specialist in the markets of Mexico and Peru, tells us “It is an important alliance that allows us to continue to grow our presence in Miami as a main wealth management hub and at the same time access other key financial centers such as Texas, New York and California.”
Andrés Munhó, Managing Partner of AMCS says “We are delighted to commence this strategic alliance with Southeast to continue to grow the breadth of solutions and added value that we can deliver to our clients. We have known each other for more than 15 years with Alex, Santiago and the entire Southeast team and this alliance reflects the great respect and trust that exists between both companies.”
Southeast and the AMCS Group Join Forces
Strategic alliance
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