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What We Do

Lamonica Advisory

Strategy & Advisory

Designing governance structures, succession plans, and legacy frameworks for Latin American families navigating multi-generational wealth.

Wealth Planning

U.S. Investment & Market Entry

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

Family Office

Professional Services Coordination

Acting as a strategic orchestrator to align advisors around your family's cross-border 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 is a strategic advisory firm serving Latin American family offices and HNW and UHNW business families navigating wealth transitions, governance, and cross-border investment between Latin America and the U.S. Our work is built around three core areas: family governance and succession planning, U.S. market entry and investment structuring, and the coordination of legal, tax, and financial professionals to deliver integrated, long-term solutions. We operate as an independent advisor with no commissions and no product affiliations — every recommendation we make is aligned exclusively with our clients' best interests. Our clients are families managing complex, multi-generational enterprises across borders. They come to us when the stakes are high, the structure is complicated, and they need an advisor who understands both the Latin American context and the U.S. market deeply. We work alongside a trusted network of legal, tax, investment, and wealth management specialists — acting as the strategic orchestrator that keeps all advisors aligned around the family's vision and priorities.

Insights

Perspectives on governance, succession, and cross-border wealth for Latin American families.

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