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. 

ANDRÉS VALLEJO, MSC

Andrés has over 10 years of experience in investment counseling for Institutions and family offices in Spain and Latin America.

He has been a Director in a multifamily office and has previously been a Senior Consultant in the investment department of Mercer (Marsh McLennan Companies), where he had the task of providing strategic guidance to the portfolios of the most relevant pension funds in Spain and other institutional investors in Ireland and the UK.

JAVIER NIETO, MSC

He has over 20 years of experience in real estate, portfolio management, corporate finance, private equity, asset management and investment banking. Prior to joining the firm, he has been COO and CFO at Kefren Capital Family Office (c. €500m AUM) and real estate manager with international projection, investment director in a biotech private equity fund and COO in one of the most prestigious multifamily offices in Spain (c. €2Bn).

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.