Family Office Setup / Family Fund Management
LaGrande Global helps families in the United States and Latin America increase their wealth and secure financial prosperity for generations to come. Backed by a proven track record, LaGrande Global makes starting and managing a family fund safe, lucrative, and successful. Our financial experts will guide you toward stable, high-yield investments, help you navigate new markets, and ensure you retain maximum control over your capital.
Here’s a more detailed look at how LaGrande Global supports family fund investors.
Fund Structuring & Set Up
LaGrande Global will help you design and establish the ideal fund for your family, prioritizing your short- and long-term goals, while ensuring all legal, regulatory, and tax requirements are met.
Regulatory Advising
LaGrande Global has expert-level knowledge of Latin American investing and the regulatory nuances in each part of this region. Our team helps families in Latin America and abroad determine the right jurisdiction for their funds and feel confident navigating regional regulations.
Diversification Strategy
LaGrande Global leverages its profound knowledge of markets in Latin America and its research on promising initiatives within them to help families create diverse portfolios of investments in the region.
Performance Monitoring
LaGrande Global monitors the progress of each investment in the family fund, proactively makes recommendations, and regularly reports on progress.
Asset Management
LaGrande Global’s expert fund managers continually perform research on potential new investments, aiming to enrich the fund’s investment strategy for maximum returns. We also ensure the fund stays in good standing with regard to tax and regulatory compliance.
Due Diligence
We thoroughly vet all investments, guiding families toward only the most stable, compliant initiatives. We also continually review the health of the investments in the fund with a keen eye for potential irregularities and issues.
Tax Planning
At LaGrande Global, we help families correctly determine and plan for their tax obligations, capitalizing on tax benefits where possible. We also have proven experience in estate planning—knowledge that we employ to reduce potential inheritance tax burdens and ensure future generations retain wealth.
Succession Law Support
Backed by extensive estate planning experience and talented legal experts, LaGrande Global is able to help families prepare for the future: strategically distributing assets and transferring properties and responsibilities to next generations.
Exit Advising
LaGrande Global advises families on liquidating assets; transferring, selling, and merging companies; and strategically reinvesting capital.
Why Start a Family Fund
Family funds ensure prosperity—now and for future generations—as investors gain a high level of control over their investment and distribution strategy in this model. Here are a few key incentives for establishing a family fund.
Grow Wealth
Families can create savvy investment and inheritance strategies, making the most of their wealth over time.
Diversify Risk
By tailoring a one-of-a-kind strategy to your family’s goals, you can weather future storms with a low-risk portfolio of diversified investments.
Retain Control
With a family fund, you choose where to place your investments, retaining maximum control over your assets.
Keep Wealth in the Family
The returns from your fund directly increase your familial wealth and help ensure prosperity for future generations.
Have Capital On Hand
Families can draw on capital when they need it, like when making another type of investment, starting a company or foundation, or funding life events, like college, celebrations, and vacations.
Improve Tax Withholding
Family funds may have access to lower tax rates than other structures. Plus, families can strategically plan inheritances and distributions to minimize tax obligations.
Success Story
Key details changed to avoid personally identifying information.
When a Colombian family looking to start a fund approached LaGrande Global, we provided a comprehensive advising and management approach that resulted in excellent returns and a solid, long-term plan for keeping wealth in the family.
The family in question had just completed a large business exit and wanted to diversify its wealth across Latin America, the United States, and Europe. This family also hoped to invest in future-forward industries, like health tech, real estate, and sustainable energy. LaGrande Global was an excellent fit for carrying out the family’s proposal, given our proven experience investing in promising sectors in the pinpointed geographical areas.
Our first step was to assess the family’s short- and long-term expectations for the fund and the particulars of their current holdings. This information helped our financial advisors determine the most beneficial jurisdiction for establishing the fund, identify the implied tax and regulatory frameworks, and start researching a potential investment strategy.
We assembled a diverse portfolio of proposed investments to present to the family, having previously performed extensive due diligence on each initiative to confirm its legality, viability, and stability. Our financial experts modeled returns and the impact of tax obligations. For us, it’s essential to share our strategy and reasoning with families so that they ultimately retain close control over their investing decisions and feel comfortable with the direction taken.
In addition to providing this growth model, our team also presented the family with an in-depth strategy for retaining capital for current and emerging projects and for dispersing wealth to future generations, leveraging estate planning best practices to maximize assets.
With a robust strategy in place, LaGrande Global helped the family initiate its new investments and manage their progress. Our team regularly checks on the health of each investment, adjusts our initial models, and suggests pivots as necessary.
Positive feedback from the family has centered on the personalized attention they received and the success of the strategy, which has resulted in a substantial uptick in the value of assets. The family also praises LaGrande Global’s consistent dedication to monitoring not only the fund but also the desired target markets with an eye for new investing opportunities of interest.