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. 

>$1B

Assets Under Supervision

18

Client-Families

2007

Year Founded

100%

Independent

 

About Us

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. 

 


 

The "Insti-vidual"

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.

 

Intellectual Capital

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.

Art Gallery

Milena Roa

Senior Client Services Analyst

Daniel VIyella

Investment Associate

Eli Kes

Portfolio & Reporting Analyst

Clementina Simon

Operations Analyst

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Ignacio Pakciarz

Founding Partner | CEO | Investment Advisor

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Rafael Iribarren, CFA

Founding Partner | Investment Advisor

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Eduardo Barco

Partner | Relationship Manager

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Celia Konig

Relationship Manager

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Relationship Manager

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Emilia Moreira Dickey

Senior Advisor

Emilia Moreira Dickey

Senior Advisor

Carlos Hernandez-Artigas

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Enrique Viyella

Senior Advisor

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eRIC c. cHUANG

Chief Compliance Officer

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Rosa Rincon

Head of Investment Research & Products

Olga Perez

Olga Perez

Operations Manager

Salvador J. Juncadella, IV

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Office & Accounting Manager

Salvador J. Juncadella, IV

Senior Portfolio & Research Analyst

Felipe Torres

Felipe Torres

Senior Research Analyst

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Helen Gerstenfeld

Research Analyst

The Advisory Board

 
Eli Kes
Clementina Simon

Candido Viyella

Susana Hernandez

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Gabriel Politzer

Chairman of the Advisory Board

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Juan Carlos Pinilla

Partner | Advisory Board Member

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Alfredo Gutierrez

Advisory Board Member

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Pepe Colombo

Advisory Board Member

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Amitabh Dutt

Advisory Board Member

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. 

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New York Times

"Hispanic-Americans Work to Bolster Philanthropy at Home"

BigSur Partners

BigSur Partners

"BigSur & NYU Stern Co-Host event with “Wall Street’s Dean of Valuation”

BigSur Partners

Wall Street Journal 

"Serving Latin America's Wealthy, American-Style"  

BigSur Partners

Citywire Americas

"Rosa Rincon named in Citywire's Top 20 List of  US OFfshore WOmen LeaderS"

BigSur Partners

Wall Street Journal 

"When a Client Makes an Unusual Request"

BigSur Partners

Funds Society

"Candido Viyella Joins BigSur Partners"

BigSur Partners

Financial Advisor Magazine

"Cultivating Foreign Clients"

 

BigSur Partners

BigSur Partners

"BigSur & NYU Stern co-host event with Scott Galloway"

BigSur Partners

Wall Street Journal

"Investing Directly in Commercial Real Estate"

BigSur Partners

Bloomberg

"Millionaires See Real Estate as Top Investment"

BigSur Partners

Financial Times

"BigSur is recognized by The Financial Times as a  2018 FT 300 Top Registered Investment Advisor"

Funds Society

"BigSur Closes its Eighth Commercial Real Estate Transaction in Five Years"

BigSur Partners

Financial Times

"BigSur is recognized by The Financial Times as a  2016 FT 300 Top Registered Investment Advisor"

BigSur Partners

Funds Society

"Opportunistic Positioning for Multi-generational Wealth"        

BigSur Partners

Funds Society

"Gabriel Politzer Joins BigSur Partners"                

BigSur Partners

Wall Street Journal

"Working with a Latin American Client to Get a Visa"

BigSur Partners
 

The Thinking Man

Our Views

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.

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Caveat Emptor (Let the Buyer Beware)
Outlook for 2021
The End of the 60-40 Portfolio
U.S. Election Update
Equities: Constructive, but Bubbles Forming
Interest Rates & The Equity Market
2020 Presidential Elections
Mid-Year 2020 Outlook
Divergence Between Markets & Real Economy
Coronavirus: A Huge Leap Towards the Future
COVID-19 & Latam: Another Lost Decade?
Looking Beyond the Recession
Coronavirus: Investment Ramifications
Outlook for 2020
China: Global Co-Leadership
Financial Repression
India: Short-Term Pain, Long-Term Gains
IPO Markets: Then & Now
Story-Telling in the Digital Age
The Trade War & Supply Chains
Outlook for 2019
China: Worry & Opportunity
Goldilocks Scenario for Stocks & Bonds
Hedging in a New Volatility Environment
Show More
 

Contact us

Get In touch

 

Headquarters: 

Four Seasons Office Tower

1441 Brickell Avenue, Suite 1410

Miami, FL 33131

 

Contact Information: 

Phone: (305) 740-6777

Fax: (305) 350-9998

Email: info@bigsurpartners.com 

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Disclosures

Advisory services are provided through BigSur Wealth Management, LLC, an SEC-Registered Investment Adviser. Click on the links below to review our Form ADV, Disclosures, Privacy Policy, and Client Relationship Summary: