
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 planning 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 cross-border structuring, and the coordination of legal, tax, and financial professionals to deliver integrated, long-term solutions. We operate on a consulting basis with no product affiliations and no assets under management. 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, and financial specialists — acting as the strategic orchestrator that keeps all advisors aligned around the family's vision and priorities. *Lamonica Advisory Group does not provide investment advisory services, manage client assets, or hold client funds.

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










