Wisdom Family Office

Wisdom Family Office is an independent multi-family office based in Mexico, founded in 2019 by Grupo Asesores en Negocios. It specializes in wealth management and strategic consulting services focused on wealth planning across generations for families and institutions.

Superior Planning, founded in 1982 and based in San Diego, is an independent multi-family office specializing in wealth management and investment advisory for high-net-worth families. The firm emphasizes tailored strategies, estate and succession planning, and diversified portfolios aligned with long-term client goals.

Wisdom Asset Management (Wisdom Family Office) is a Hong Kong-based multi-family office. Established in 2014, the firm invests and manages the wealth of multiple ultra-high-net-worth families across Greater China, Hong Kong, and globally. Operating as one of Asia largest independent multi-family office, Wisdom combines institutional-grade infrastructure with a banker-oriented business model that supports relationship managers, entrepreneurs, and cross-border UHNW families. Headquartered in Hong Kong with an additional office in Singapore, the firm delivers asset management, fund consulting, wealth structuring, trust and estate planning, tax planning, and legal advisory for their clients. Wisdom manages several billion U.S. dollars in client assets and allocates extensively to external managers, leveraging a global network to design diversified, multi-asset portfolios tailored to UHNW families with complex international holdings. Wisdom Asset Management investment strategy spans across public equities, fixed income, credit funds, hedge funds, private equity, and alternative investments, employing a fund-of-fund selection process as well as direct allocations.

Family Office Consulting, founded in 2002 and headquartered in Madrid, Spain, is a diversified investment firm focused on real estate development and ...

Family Wealth Advisors, based in Herzliya, Israel, is an independent boutique family office providing tailored wealth management services to high-net-worth individuals and families. The firm emphasizes customized advisory solutions based on risk management and market unpredictability principles.

Family Office Research, founded in 2005 and based in the U.S., provides integrated wealth management solutions including investment management, tax and estate planning, and private banking services, serving affluent clients as fiduciary advisors with a comprehensive approach.