FDI Family Office
Fee-only wealth manager and multi-family office founded in 1998, with offices in Montevideo (FDI Family Office S.A., BCU-registered adviser), Miami and Buenos Aires.
Identity
- HEADQUARTERS
- Montevideo, Uruguay
- OFFICES
- Miami, United States · Buenos Aires, Argentina
- FOUNDED
- 1998
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- GEOGRAPHY
- Latin AmericaNorth AmericaEurope
Overview
FDI was founded in 1998 by Mariano Sardáns, initially in Larkspur, California, and now works from Miami, Montevideo and Buenos Aires. Its Uruguayan entity, FDI Family Office S.A., is registered with the Banco Central del Uruguay as an investment adviser (no. 7605); the US arm, FDI Wealth Management LLC, is an SEC-registered adviser. It charges fee-only mandates and offers portfolio management, a multi-family-office service (investment management, financial and tax planning, family governance, administration), trust and company structures and real-estate asset management for clients in Latin America, the US and Europe.
People
Frequently asked questions
FDI Family Office is a multi family office based in Montevideo, Uruguay, founded in 1998.
FDI Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at FDI Family Office include Mariano Sardáns (Partner and CEO), Fernando Díaz (Partner, Director of Wealth Structuring), Rodrigo Gamarci (Partner, Director of Asset Management) and Daniel González Posse (Partner, Director of Compliance).
Yes. FDI Family Office manages capital from outside investors.