BigSur was founded in 2007 at the request of the founders’ clients who were discouraged by the conflicts of interest inherent in banking platforms, which included excessive and non-transparent fee structures, a limited universe of investment products and solutions, and a transactional nature for conducting business – ultimately, clients felt they were underserved. They were looking for a more personal relationship, one founded upon independent advice, full customization and constant communication.
Ever since our founding, we have have attracted influential families and investment advisors in a controlled manner, preserving the culture and service level that are a part of BigSur's DNA.
BigSur has invested in over 45 alternative investment managers and direct co-investments across the United States, Europe and Asia. Our investments span numerous strategies within the real estate, private equity, private debt and venture capital asset classes.
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.
While Latin-America has always been our core, we are proud to serve clients from all over the world. Our specialty is managing complex, multi-jurisdictional relationships.
We exist to help our client-partners build, preserve, enjoy and transfer their wealth
To create and maintain strategic, long-term partnerships with our families across generations
To grow our established standard of excellence and become a leader in global multi-family office services
Pillars that embody BigSur’s nature and purpose:
Alignment of Client Interests
All-Encompassing, Comprehensive Approach
Our clients benefit from:
Multi-generational creation and transfer of wealth
Full access to BigSur’s wealth management team
Independent research, asset managers and investment opportunities