Klosters Capital, a multi-family office based in Florida, United States, and Capital Advisors, an independent Chilean financial advisor, have entered into a collaboration agreement to jointly serve the Latin American wealth management market from Miami. Klosters Capital has been operating in Miami since 2016 under a Registered Investment Adviser (RIA) license, serving clients from the United States and Latin America. Since 2022, it also has an office in Madrid, Spain, where it operates as a financial advisory entity (EAF).
For Javier Rodríguez Amblés, Managing Partner of the company, “this agreement represents a strategic alliance that allows us to extend our services to several countries in the region where we had little presence, such as Chile, Peru, and Argentina, where Capital Advisors has established experience.”
With 25 years of experience, Capital Advisors is a recognized independent financial advisor that advises clients in Chile, Argentina, and the United States.
Pablo Solari, a partner at the firm, adds that “this agreement allows us to consolidate our presence in the United States by supporting our clients through Klosters Capital’s platform, with which we share a strategic business vision and the same values in the management and advisory of our clients.”
Capital Advisors is a member of the Global Association of Independent Advisors (GAIA), where all members must remain certified by CEFEX (Center for Fiduciary Excellence). This entity, headquartered in Pittsburgh, aims to “promote and verify excellence by evaluating and certifying compliance with high professional standards of conduct,” according to its website. In 2018, Capital Advisors Family Office became the first Latin American investment advisor to receive this recognition.
Both companies share a business model in which they are compensated exclusively by their clients, ensuring and guaranteeing their independence and rigor in management, always prioritizing the interests of their clients.
For Meritxell Sedo
