At BigSur, we are the client's trusted advisor.
Our client list is purposely short.
Our relationships deep.
Our mission is to help clients build, preserve, enjoy & transfer their wealth.
For generations to come.
Assets Under Supervision
We aim to provide the “single family office experience” through a "multi-family office platform."
Our objective is for families to feel as if they are our only client.
The Value of Independence
BigSur was founded at the request of its five anchor families, who approached the firm's founders looking for a better way to be served.
Our clients were discouraged by certain conflicts of interest inherent to banking platforms, such as:
excessive and non-transparent fee structures
a limited universe of investment products & solutions
a transactional nature for conducting business
BigSur provides clients with a personalized approach, a relationship founded upon unbiased advice, transparency, full customization and constant communication.
While Latin America has always been our core, we are proud to serve clients from all over the world. Our specialty is in managing complex, multi-jurisdictional relationships.
We use the term "insti-viduals" to describe our clients, given that we invest their capital with the same mindset, level of service, and access of a high caliber institutional investor.
We are process driven and highly disciplined in our approach, similar to how large endowments, foundations and other institutions invest and preserve generational wealth.
As an example, BigSur has invested in over 50 alternative investment managers and direct co-investments across the United States, Europe and Asia. These investment opportunities are typically not available through banking platforms, are often oversubscribed, and require strong relationships to achieve access.
Since inception, BigSur clients in aggregate have committed more than $400 million to alternative investments, spanning numerous strategies within the real estate, private debt, private equity, venture capital, and infrastructure asset classes.
The BigSur Team
Ever since our founding, we have have attracted influential families and investment advisors in a controlled manner, always preserving the culture and service level that are a part of BigSur's DNA.
Over the years, we have built a team of seasoned professionals who share in BigSur’s core values. We are proud of their professional and academic achievements, as well as the caliber of intellectual capital they offer our clients.
Portfolio & Reporting Analyst
Salvador J. Juncadella, IV
The Advisory Board
Emilia Moreira Dickey
Media & Press
In the news
BigSur is frequently quoted in the Wall Street Journal, Financial Times, New York Times, and Bloomberg, among other notable publications.
BigSur has also been ranked numerous times as a Financial Times Top 300 Financial Advisor, which recognizes the top independent RIA firms from across the U.S.
As part of BigSur's "Event Series", we are committed to presenting top leaders, experts and academics across different sectors and industries to offer our clients and friends unique insights and compelling ideas.
The Thinking Man
We believe it is important to always look at the world from different angles, to listen carefully to innovative thinkers, and to constantly challenge ourselves in staying ahead of the curve.
Given our commitment to collaboration with the top minds across our network, we internally created the “BigSur Intelligence Unit,” in which we strive to find the best ideas from our global independent research, as well as our relationships with academia and industry leaders.
Get In touch
Four Seasons Office Tower
1441 Brickell Avenue, Suite 1410
Miami, FL 33131
Phone: (305) 740-6777
Fax: (305) 350-9998