Garcia Management Group

Investing in your family's future financial security.

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Garcia Management Group, Investing in your family's future financial security.

Welcome to Garcia Management Group, specializing in family office wealth management for high-net-worth families for over a decade. We offer you a highly professional and discrete service, covering all your family office needs.

Our services are tailored to you and your family's particular circumstances.

Our expert team maps out your needs and requirements while taking a long term, cross generational view, taking a range of issues into account including legal, taxation, estate planning, managerial continuity and more.

Who we are

At Garcia Management Group, we are all dedicated to one thing and one thing only- to preserve, protect and enhance your family's prosperity for the benefit of future generations.

Our consultants meet up with you and together construct your personalized investment strategy based on your instructions and requirements. The strategy takes into account the diverse needs of the different generations in your family, including taxation, legal, regulatory as well as the family's business structure, in order to guarantee a financially secure future.

We scour and research the international markets to offer you exceptional investment opportunities in a variety of sectors including financial, stock, real estate, venture capital, private equity and more.

We conduct meticulous analysis and due diligence on all the financial products and investment opportunities we offer, before presenting them to you for your consideration. Our highly professional and experienced team manages your investments for you with the utmost discretion.

In keeping with our policy of full transparency toward our clients we make sure to keep you informed of all developments, as well as scheduled meetings.

Our activities are audited regularly by independent professionals and we present you with financial reports on a regular basis.

Our family office advisory services include, in addition to investment advice, estate and transitional cross-generational planning as well as additional supplementary services including legal and taxation advice, charitable giving advice as well as concierge services.

The team at Garcia Management Group is a highly motivated and experienced group, recruited from the top of their respective fields, dedicated to offering a superior service tailored specifically for your needs.

Our team members hail from a range of sectors and present a variety of vocational specializations including executive managers, investment advisors & managers, financial advisors, analysts, estate and probate planners, legal advisors, taxation experts, charity advisors, concierge service providers, real estate managers, and last but not least our administrative team.

In addition to our in-house crew we frequently work on a contractual basis with a trusted network of highly proficient associates from around the globe, this enables us to provide you with a truly globe-encompassing service.

Services

At Garcia Management Group, we are proud to offer you a comprehensive family office package of services that includes a variety of advisory legal and tax, financial, real-estate, estate planning and cross-generational transition planning, charitable advice and concierge services, these include:

Investment advice

Garcia Management Group's financial advisors will help you to formulate a bespoke investment plan based on your specific requirements and needs. Our analysts present you with a selection of recommended investment options, these can include a variety of products including stocks and shares, venture funding opportunities, private equity, real estate investments, commodities and more. At Garcia Management Group, we do all in our power to ensure your investment's integrity; our team carries out rigorous due diligence on all products we offer prior to presenting them to you.

Legacy and cross-generation transition planning

At Garcia Management Group, we are fully aware that the most crucial issue facing high-net-worth families is how to deal with obstacles that surround legacy planning; namely how to preserve a lifetime of wealth in the face of estate laws, negotiating complex family issues as well as business matters. It's vital to take into account the multiple aspects of your family's wealth, including managing the transfer of business interests, trust management, estate disposition, carrying out charitable activities, as well as smooth transition of family governance. Our advisors make sure to ensure that the wealth transfer is planned and executed smoothly with optimal results, in accordance to your wishes.

Venture capital

We offer you the opportunity to invest in entrepreneurial ventures that our analysts have identified as being potential market disruptors with excellent profit potential.

We raise seed financing and accompany ventures along the way to becoming a commercially viable product or service.

Real estate property management

Garcia Management Group's team is here to assist you to set up and manage a real estate property portfolio, this can include residential, commercial or retail holdings, according to your preferences.

We'll take care of the day to day running of your portfolio on your behalf.

Charitable activity

Garcia Management Group's philanthropy advisors assist you in setting up and managing charitable activities on your behalf, these can include charitable trusts, scholarship funds, endowments and more.

Concierge services

At Garcia Management Group, we are happy to offer you a comprehensive concierge service to handle your personal affairs and all your needs. We can handle your travel needs, hire and manage your domestic and business staff, manage your fleet, provide personal security, book events and venues, handle your shopping requirements and much more.

Contact

To learn more about our comprehensive range of services we can offer you and your family, feel free to contact us now at info@garcia-managementgroup.com

A representative will contact you as soon as possible to arrange an introductory call.