Génesis
Independent Bogotá firm founded 1997 offering investment banking (M&A, financing) and advisory multi-family-office services to Colombian families.
Identity
- HEADQUARTERS
- Bogotá, Colombia
- FOUNDED
- 1997
Investment approach
- GEOGRAPHY
- Colombia
Overview
Génesis is an independent Colombian firm founded in Bogotá in 1997 that provides investment banking and multi-family-office services. Its family-office service covers financial and succession planning, family governance, investment analysis, administration of family holding vehicles, accounting and tax planning. The firm states that it does not provide financial or securities intermediation and is not supervised by the Superintendencia Financiera de Colombia. It is a member of the Pandion Partners M&A alliance.
Investment thesis
Advises families on the integral management of their wealth with the aim of preserving and, where possible, growing it and preparing its transfer to the next generations.
People
- Juan Pablo Ortiz SalomSocio Director (managing partner) · source
- Juan Diego AlzatePartner, Investment Banking · source
- Juliana FigueroaPartner, Family Office · source
- Daniel GámezPartner, Strategy and Technology · source
- Louis F. KleynSenior Advisor · source
- Catalina JiménezAssociate Director · source
- Oscar SánchezAccounting and Tax Director · source
Frequently asked questions
Génesis is a multi family office based in Bogotá, Colombia, founded in 1997.
Génesis invests not directly in companies. Capital origin: client families' capital.
Key people at Génesis include Juan Pablo Ortiz Salom (Socio Director (managing partner)), Juliana Figueroa (Partner, Family Office), Juan Diego Alzate (Partner, Investment Banking) and Daniel Gámez (Partner, Strategy and Technology).