Grandes Patrimonios
Bogotá consulting firm in corporate governance, investment banking, estate planning and tax law that also designs and structures family offices.
Identity
- HEADQUARTERS
- Bogotá, Colombia
Investment approach
- GEOGRAPHY
- Latin America
Overview
Grandes Patrimonios describes itself as a consulting firm specialised in investment banking, corporate governance and legal services, with more than 15 years of experience in Colombia and Latin America. Its family-office service designs and structures family offices, including investment policies, portfolio design, specialised committees, succession and coordination with banks and advisers. It also advises on M&A, valuations, capital raising, holding structures and tax planning, and says it has worked with families and institutions in Colombia, Peru, Spain, Argentina and Mexico.
People
- Luis Felipe GiraldoTeam member (investor and entrepreneur) · source
- Eduardo Piraján OvalleCo-founder and Managing Partner · source
- Sandra Gómez MontesPartner, Family Businesses · source
- Diego Parra HerreraCorporate governance and wealth management · source
- Carlos CamargoTax and estate-planning lawyer · source
- María José Giraldo ClavijoCorporate finance, wealth management and administrative direction · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Grandes Patrimonios is a multi family office based in Bogotá, Colombia.
Grandes Patrimonios does not publicly state whether it invests directly or through funds.
Key people at Grandes Patrimonios include Eduardo Piraján Ovalle (Co-founder and Managing Partner), Sandra Gómez Montes (Partner, Family Businesses), Diego Parra Herrera (Corporate governance and wealth management) and Luis Felipe Giraldo (Team member (investor and entrepreneur)).