Mandate & appetite
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Investor profile
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.
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Comparable allocators
Family Office
Wisdom Family Office
Mexico City, Mexico
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.
Family Office · $3.0bn AUM
Wisdom Asset Management (Wisdom Family Office)
Hong Kong, Asia
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.
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