About Us
MISSION
WE BELIEVE the world can be a much better place if we help our clients to succeed in preserving, generating and transferring a legacy of wealth and values to both the next Generation and Society.
VALUES
ALIGNMENT OF INTERESTS
INTEGRITY
COMMITMENT FOR SERVICE
TRANSPARENCY
INDEPENDENCE
EXCELLENCE
OUR PRINCIPLES
TRUST
Trust, that takes years to earn and seconds to lose, is the foundation of our work
CONFIDENTIALITY
Confidentiality is our hallmark
OBJECTIVITY
Objectivity is to have one's own opinion, with a spirit of continuous learning
EXCELENCE
Professionalism, seeking a policy of excellence and work ethics
LOYALTY
We are loyal to our clients, putting their interests ahead of our own
PRAGMATISM
Flexibility and adaptability is the key to success to achieve our customers' objectives
COMUNICATION
Communication is the most important instrument in our work, and is based on listening, more so than simply talking
CONNECTION
Digitalization is important, but human interaction is based on close connection
EMOTIONS
We nurture our Emotional Intelligence as a tool for our work
REPUTATION
It will always be preferable to lose a business than to lose a reputation
TEAM
DANIEL CERVANTES, EFA
Dani has more than 25 years of experience advising business families and managing companies. With more than 15 years of experience in Wealth Management serving families in Spain and Latin America.
He has been managing partner in a multi-family office, family wealth advisor at Santander Private Banking International, and has an international career at Deloitte International in Guadalajara (Mexico), Investment Banking at JP Morgan in London and Boston Consulting Group, in Madrid, Spain.
Founder of the Family Enterprise Council in Mexico and Diaphanum Americas, LLC.
RAFAEL ALBERCA, CFA
Rafa, with more than 15 years of experience in Wealth Management, has been advising family groups and family offices in Spain and Latin America.
He has been Managing Partner at a Multi Family Office, Investment Director at Kefren Capital Family Office and Investment Analyst at Family Office Solutions. He also studied a Master in Financial Markets and Family Business Advisor by the Family Firm Institute (FFI) and Chartered Financial Analyst (CFA), Advisor to the Family Enterprise Council in Mexico.
Founder and Chief Compliance Officer of Diaphanum Americas, LLC.
MÓNICA CORNAGO
Degree in Business Administration and Management.
Monica is currently studying the CISI program in the Chartered Institute for Securities & Investment and the Chartered Family Business Advisor by the Family Firm Institute.
RÁUL NAVARRO
Degree in Economics and Business Administration. He is currently studying for a Master’s Degree in Stock Exchange and Financial Markets at the Instituto de Estudios Bursátiles (IEB). He has previous experience as an intern in the treasury and finance department in the industrial company LCN and in the construction company HOCENSA.
MERCEDES VÁSQUEZ
Administrative Industrial Engineer. Master’s in marketing and Commercial Management, with Minor in E-Commerce and Revenue Management. With experience in the Marketing Department of a specialized sports store in Panama, performing actions focused on digital marketing.