Areas of specialization

Education & Networking

Education for business families

We strengthen continuity, governance, and long-term decision-making for business families through executive education, exclusive peer forums, and trusted relationships.

We design educational programs and exclusive experiences that strengthen the governance, investment, and wealth management capabilities of business families across generations.

Learning areas

Wealth Management

Investment strategy, wealth governance, investment policy, and oversight of family wealth.

Family Governance

Family governance, succession planning, family leadership, and decision-making structures.

Private Markets

Private markets, direct co-investments, real-economy opportunities, and longterm capital allocation.

Legacy & Emerging trends

Strategic philanthropy, impact investing, artificial intelligence, technology, and emerging trends shaping the future of family wealth.

We organize an exclusive annual meeting where business families share experiences, learnings and best practices among peers.

A private forum for business families

Since 2015, the Family Enterprise Council (FEC) has brought together leading business families from Mexico and Central America in a private, invitation-only forum governed by strict confidentiality. Designed to encourage meaningful conversations and peer-to-peer learning, the Council provides a trusted environment where business families can exchange perspectives, share experiences, and discuss the opportunities and challenges that shape multigenerational wealth.

Over the years, the FEC has welcomed distinguished entrepreneurs, investors, academics, family business leaders, and international experts, establishing itself as one of the leading private forums for business families in the region.

A confidential environment to share experiences and reflect on the challenges faced by family businesses.

Philanthropy · Long-Term Legacy · Wealth Management · Family Governance · Succession Planning ·
Philanthropy · Family Governance · Succession Planning · Wealth Management · Long-Term Legacy ·
Philanthropy & Impact Investing

Capital can also create impact

We work alongside families committed to creating lasting social impact through strategic philanthropy, impact investing, and purpose-driven capital allocation.

In recent years, the Family Enterprise Council has expanded its discussions to include responsible investing, philanthropy, and impact investing, bringing together internationally recognized leaders from across the global family office and impact ecosystem.

Let’s talk

Conversations that build lasting legacies

We believe business families need more than information.

They need trusted relationships, meaningful conversations, and access to peers who face similar challenges.