The relationships

One firm. Four relationships.

Individuals and families come to Zafiro at different stages of complexity. The standard of care never changes; the shape of the work does.

Most begin in one relationship and grow into the next. Zafiro is built for that progression.

  1. Zafiro Wealth

    For the building years: establishing a financial foundation, whether that begins in the U.S. or crosses into it. Investment management and structured planning, delivered with discipline and efficiency.

  2. Zafiro Private Client

    For a balance sheet that now spans entities, advisers, and jurisdictions. Integrated investment, liquidity, tax-aware, and estate coordination. One accountable relationship.

  3. Zafiro Family Capital

    The complete Blueprint relationship: full balance-sheet coordination, governance, private investments, and next-generation preparation.

Available at any stage

Zafiro Transition

For anyone approaching a sale, a recapitalization, a liquidity event, or a relocation: preparing you, the entities, and the balance sheet before the process begins.

Every relationship begins the same way: a private conversation.

Zafiro advises individuals and families across the United States and Latin America, and coordinates with independent legal, tax, and investment professionals in other jurisdictions.