Zentral Family Office
Multi-family office in Panama City (Pacific Center) with a Colombia line, advising Latin American families on wealth strategy and portfolio monitoring as a licensed independent adviser.
Identity
- HEADQUARTERS
- Panama City, Panama
- FOUNDED
- 2022
Investment approach
- GEOGRAPHY
- Latin America
Overview
Zentral Family Office presents itself as a multi-family office for Latin American families, based in Panama as an entity regulated with an independent adviser licence, with a contact line in Colombia. It designs each family's investment strategy, monitors portfolios and risk, consolidates holdings across banks in the US and Switzerland and offers access to funds and alternative investments, with tax and legal support through external partners. Its site reports 85 client families.
People
- José Manuel VélezInvestment Committee · source
- Giorgio TedescoChief Investment Officer · source
- Juan Felipe NeiraInvestment Strategist · source
- Santiago JaimeCEO, Founding Partner · source
- José Pablo MesaPartner · source
- Eduardo GonzálezSenior Financial Advisor, Partner · source
- Simón HernándezDirector, Associate · source
- Dilia MaciasOperations Manager, Partner · 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
Zentral Family Office is a multi family office based in Panama City, Panama, founded in 2022.
Zentral Family Office does not publicly state whether it invests directly or through funds.
Key people at Zentral Family Office include Santiago Jaime (CEO, Founding Partner), José Pablo Mesa (Partner), José Manuel Vélez (Investment Committee) and Eduardo González (Senior Financial Advisor, Partner).