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What We Do

Lamonica Advisory

Strategy & Advisory

Designing governance structures, succession plans, and legacy frameworks for wealth preservation.

Wealth Planning

U.S. Investment Structuring & Market Entry

Helping structure U.S. investments with top legal, tax, financial, and investment experts.

Family Office

Professional Services Coordination

Acting as an strategic orchestrator to align advisors with your objectives.

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About Lamonica Advisory Group

Let’s build a strategy to protect and grow your family’s legacy

​Lamonica Advisory Group provides strategic guidance to family business owners and family offices, helping them invest in the U.S., manage wealth transitions, and build resilient governance frameworks. With expertise in cross-border investments, family governance, and succession planning, we bridge the gap between Latin America and the U.S. Our independent, conflict-free approach ensures that every strategy aligns with our clients' best interests. Lamonica Advisory | Wealth Management | Family Office Services Lamonica Advisory Group is a professional accounting and advisory firm focused on helping businesses and individuals navigate complex financial matters. They offer a range of services spanning tax planning and preparation, audit and assurance, and business consulting—all delivered through a personalized, client-centric approach. Their team comprises seasoned professionals with years of industry experience, ensuring tailored strategies that align with each client’s unique needs and goals. In addition to core accounting solutions, Lamonica Advisory Group also provides guidance on areas like financial forecasting and organizational development, often sharing insights through client resources and educational materials. Overall, the firm emphasizes a blend of expertise, responsiveness, and long-term relationship building, positioning themselves as trusted advisors for a wide spectrum of financial and operational challenges. What is the difference between a family office and a wealth management company? A family office typically caters to a single ultra-high-net-worth family (or a small number of families) and handles everything from managing investments and taxes to coordinating personal affairs, ensuring a holistic, highly customized approach. In contrast, a wealth management company serves a broader range of high-net-worth clients, focusing primarily on investment management, financial planning, and related services, usually without the same level of in-depth personal involvement found in a dedicated family office. What is the difference between a private office and a family office? In general, a family office is established specifically for one (or a few) ultra-high-net-worth families, offering holistic services that include investment management, tax planning, succession planning, philanthropy, and even personal administrative support. By contrast, a private office is a more flexible term that can sometimes refer to a specialized wealth management division of a bank or financial institution, or to a privately run entity that manages an individual’s or group’s assets. While a private office may offer similar services, it often has a narrower scope or less of the lifestyle and personal services focus that a dedicated family office typically provides. In essence, a family office is designed around the comprehensive needs of a specific family or families, whereas a private office can vary widely and might not always operate with the same all-encompassing approach. More about Washington DC Washington DC, known as the “Capital of the United States,” is situated along the Potomac River between Maryland and Virginia on the East Coast. Renowned for its iconic government buildings, national museums, and diverse neighborhoods, Washington DC blends monumental architecture with a vibrant cultural landscape. Famous for its political heritage and influential role in global affairs, the city is also celebrated for its world-class museums, historic landmarks, and dynamic local communities—making it a distinctive place to live, work, and explore. List of Washington DC Landmarks The White House (1600 Pennsylvania Avenue NW) A globally recognized residence of the President of the United States, renowned for its symbolic role in American politics and regularly featured in both historical events and popular culture. The United States Capitol (Capitol Hill) The legislative heart of the nation, boasting a grand dome and serving as the meeting place for the U.S. Congress. It stands as a testament to the country’s commitment to democracy. Washington Monument (National Mall) An iconic marble obelisk dedicated to the first U.S. president, George Washington, offering panoramic views of the city and symbolizing the birth of the nation. Lincoln Memorial (National Mall) A massive neoclassical temple honoring the 16th president, Abraham Lincoln, and reflecting the nation’s ideals of unity and equality through its striking statue and historic inscriptions. Smithsonian Institution Museums (Multiple Locations) A network of free-entry museums and research centers showcasing diverse collections—from natural history and art to aerospace innovation—cementing DC’s reputation as a premier cultural destination. Related Keywords: Wealth Management Family Office Services Investment Advisory Financial Planning Estate Planning Let me know if you need more formatting or adjustments!

Insights

Stay informed with expert insights on family governance, succession planning, and cross-border investments.

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Let’s build a strategy to protect and grow your family’s legacy
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