Country and region
This list includes 19 family office profiles recorded in Mexico, comprising 7 single-family offices and 12 multi-family offices. Mexico City has the largest city count with 7 profiles, while Jalisco and Monterrey each have 2. The database records private equity on 7 profiles, real estate on 6 and venture capital on 4. Hospitality, public markets and technology also appear among the listed interests. No profiles in this set disclose assets under management, so comparisons will rely on other public firm-level information and profile depth. For founders, fund managers and advisers, the page offers a focused starting point for researching potential fit. Use the listed interests to guide diligence, then confirm geography, investment criteria and decision-making contacts before beginning a tailored approach.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Pérez Burillo Family Office is a multi-family-office-style advisory serving families, individuals, and companies. Its services cover wealth planning, investment strategy, tax structures, succession, trusts, family-business governance, portfolios, real estate, and administration.
Pacta Capital manages private and institutional investment portfolios and advises on financial planning and asset transfers. Its services include portfolio strategy and implementation for families and institutions.
Sissa Capital is a multi-family office based in Mexico City that provides financial and wealth planning services to individuals and families. Its stated investment focus includes real estate and construction.
AGBC is an independent financial advisory firm offering personal wealth management and multi-family office services. Its services include financial statement consolidation, investment structures and succession planning.
Tresalia Capital is a single-family office managing a family's wealth. It invests in private equity, venture capital, real estate, public markets, and funds, with activity in fintech, consumer, technology, and logistics businesses.
Exto Capital is a multi-family office and investment advisory firm in Mexico City. It provides personalized financial advice and focuses on managing clients’ equity and fixed income portfolios.
Quattro is a multi-family office serving families and their companies with heritage and wealth planning services. It develops individualized strategies to support families’ short and long term goals and multi-generational planning.
RICHMOND Family Office advises and coordinates financial, administrative, accounting, fiduciary, tax, legal, and real estate services for families. It supports asset management, planning, and wealth protection.
Evidika is a multi-family office and wealth advisory firm focused on family assets, businesses, and projects. It provides tailored wealth services with a long-term approach to managing family assets.
Corporativo ACR is a Mexican single-family office that integrates and promotes a group of companies and projects. Its stated areas include real estate, agricultural biotechnology, and biopharma.
Grupo Clariond Domene is a single-family office investing in private equity, debt, and real estate. Its portfolio includes financial services, manufacturing, and consumer businesses, alongside domestic and international funds and direct investments.
Asenza Capital is a single family office based in Monterrey, Mexico. It invests in real estate, public markets, and private equity.
Aguilar Portilla y Asociados serves multiple families on matters related to building, preserving, and transferring family assets. Its services include corporate governance, shareholder agreements, family protocols, succession planning, and asset allocation.
Life Capital Wealth Management is a multi-family office advising individuals and families in Latin America on wealth management. It coordinates specialists across areas of family wealth to support clients’ financial plans.
Wisdom Family Office is an independent multi-family office providing wealth management and strategic consulting services to families, individuals and select institutions. Its services include multidisciplinary financial, tax and legal support.
Ennea is a single-family office representing multiple family branches through a global, long-term portfolio diversified across public and private markets. Its investments include private equity, venture capital, and real estate.
Auria Capital is a Mexican single family office based in Monterrey. It manages investments in private equity funds, real estate developments and Mexican companies.
Trefilia Capital Investments is a single-family office launched in 2013 with an alternative portfolio of direct investments and private equity and venture capital funds. Its direct investment activity includes financial institutions, financial technology, medical devices, retail, and construction.
Dover Capital Group is a multi-family office focused on helping single-family offices and individuals preserve and grow assets, diversify wealth, and maintain a legacy across generations.
340 events hosted since 2007, from summits to small workshops.
The page includes 19 profiles recorded in Mexico, with no nearby-country additions. Seven are classified as single-family offices and 12 as multi-family offices. This is the coverage represented in the database page, not a complete count of every family office in the country.
Private equity is recorded on 7 profiles, real estate on 6 and venture capital on 4. Hospitality, public markets and technology each appear on 2 profiles. The labels can help identify possible areas of fit, but they do not confirm an office's current investment activity or acceptance of unsolicited proposals.
Mexico City has 7 profiles. Jalisco and Monterrey each have 2, while several other city labels have one profile each. These counts reflect the location entries in the profiles on this page and are not a measure of the total family office presence in any city.
Review the firm's profile and connect your proposal to its recorded interests and location. Keep the first message concise, with a clear description of the business or fund, capital sought and relevant track record. Verify the right decision maker and criteria, and use a trusted referral when available rather than assuming a listed focus means an active mandate.
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