INSTITUCIONAL INFORMATION

BS was founded by a team of professionals with ample experience in the fields of  insurance companies and international investment banking, and currently it is one of the leading firms dedicated to Family Office in Latin America.

Our consulting services expand mainly in the following areas: Investment Banking, Structuring and Managing of Corporate Pension Plans, Alternative Investments, Corporative Coverage, Real Estate, Trade Finance and Corporative, Fiscal and Inheritance Planning Matters.

Among our clients are individuals, multinational corporations and family trusts. 

We operate mainly in the Latin American market, having also completed projects  for clients in several European countries, United States and Asia.

 

OUR STRENGHT

Experience
We are recognized as one of the companies of reference in the field of consulting, for clients with high level of equity as well as for companies in the mid-to upper market.

Independence
We are an independent company, able to offer services oriented exclusively on maximizing the value of each transaction for our clients; because we do not offer any kind of service that could create a conflict of interest.

Long Term Relationship
Our philosophy is based on developing a long term relationship with our clients, helping them to achieve their strategic goals at every stage. To ensure this we assign each project to a team of experienced professionals, always under the leadership of a BS partner.   

Execution Ability
At the time of successfully completing a project, we differentiate ourselves from competitors due to our large network of international partners, especially useful for cross-border transactions. 

FAMILY OFFICE Concept

BS provides consulting services to clients with high level of equity. It is a complete and customized consulting service with the following characteristics:

 ■  Totally independent advice.
 ■  We don’t have any proprietary products to offer nor we maintain any stock interest in companies that offer products.
 ■  Access to global information and to the best products and market opportunities.
 ■  Advice based on the best profitability/risk ratio (Modern portfolio theory).
 ■  The client maintains his/her structure thereby eliminating the risk of depository.
 ■  Capital preservation based on absolute rentability.

Benefits for the client

 ■  Objectivity and transparency
 ■  Unlimited access to products
 ■  Estate, fiscal and inheritance planning
 ■  Experience, resources and negotiation skills
 ■  Personalized and independent advising
 ■  Cost reduction
 ■  Simplicity
 ■  Control and reporting

Our Values

 ■  Independence
 ■  Objectivity
 ■  Transparency
 ■  Professional Background
 ■  Trust
 ■  Confidentiality

 

 

info@burtonstuart.com    www.burtonstuart.com