About Us
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Proximity
Commitment
Expertise
Independency

About us

sQuadra Multi Family Office – Asesor de Inversiones, Corp. is an independent boutique firm regulated and supervised by the Superintendencia del Mercado de Valores de Panamá, with licence to operate as an investment advisor (“Asesor de Inversiones”) issued by Resolución SMV No. 580-2015 of Septiember 11th, 2015.

We serve a small group of entrepreneurs and their families, for whom we are a strategic partner that adds value helping to preserve and grow your wealth over time. Our work philosophy is based on the values of proximity, commitment, expertise and independence. We offer critical thinking without conflict of interests. An enthusiastic and personalised service.

Whichever bank you choose to maintain custody of your assets, we will offer and independent and proactive advice. We listen carefully to better understand your and your family's objectives. We will design and implement an investment policy to allow your wealth to grow over time.
As a gateway to solutions for the proper administration of your financial, business and family matters, your peace of mind is our priority. We aim at placing your wealth at the service of your family's life plan.

 Our Clients

Our clients include entrepreneurs building wealth, younger generations taking over the family business or families of several generations who administer a family legacy. They all demand trusted advise and personalized service.

Your personal situation, life experiences and vision for the future can shape how life is approached, busnisses and investments are managed and how failures and successes are lived. It is essential for us to pay close attention in order to provide tailored appropriate solutions.

 Expertise

We have an extensive expertise in private banking, investment advice and asset management servicing Latin American clients and their families. We have developed our career in Switzerland, United Kingdom, Spain, Andorra and Panama.

It is our commitment to be at the forefront in asset management and alternative investments. Our passionate professionals hold designations such as CFA® or CAIA®. We are proud to adhere to the highest ethical standards in the industry.

Help entrepreneurs and high net worth families in the comprehensive managment of their wealth. Place our clients' interest first, offer peace of mind and save them time by simplifying the administration of their assets and banking relationships Offer and expert, trustworthy and tailored advice.
We aim to position ourselves as a strategic partner and trusted advisor to our clients. We strive to build long term relationships based on trust and be relevant in the day and in planning their future. We want to be seen as a team of experts with independent thinking that makes our clients feel their wealth is at the service of their family's life plan.

Valores

Proximity

We maintain an ongoing dialogue with our clients to better understand their circumstances and concerns. We want to build a long term relationship based on an open conversation and mutual trust.

Commitment

We are totally committed to our clients and their families. We are proactive to provide them with an exceptional and personalized service. We adhere to the highest ethical standards.

Expertise

We are a passionate team of professionals with international career background. We share our expertise with our clients and their families and educate new generations.

Independency

We help our clients make informed decisions in a transparent way, without conflicts of interest. We defend their position before third parties. We offer services in an open architecture.