Wealth solutions

Philanthropic Advisory

We assist individuals in their philanthropic efforts to create a strategic framework that brings their legacy and mission to life.

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Making a difference

At Brandon Brokerage Latam, we understand that every family is unique, with its own values, beliefs, and philanthropic goals. We know that behind every project is a deep desire to make a difference.

Our Philanthropic Advisory service helps you design a tailored strategic framework so you can make a meaningful impact and leave a lasting legacy through your charitable work.

"We help you perpetuate your legacy while serving the greater good"

Supporting Your Philanthropic Mission

At Brandon Brokerage Latam, we help explore different strategies to support your philanthropic mission over time. In addition to private philanthropy services for families, we advise foundations, public and private charities on a wide range of planning opportunities and challenges.

Whether you’re just starting your philanthropic journey or are already well along the way, we help you perpetuate your legacy while serving the greater good.

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Main Benefits:

Custom Impact Design

Our advisory services allow you to create a strategic framework aligned with your family’s values and goals.

Long-Term Support for Philanthropic Missions

By exploring various strategies, we strengthen each client’s legacy.

Comprehensive Strategic Advisory

Providing integral advice to foundations and charities to identify strategic opportunities.

Key Person Protection

An essential strategy for companies reliant on key talent, offering financial security and long-term stability.

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Debt Protection

A wealth strategy aimed at protecting assets, ensuring an orderly succession, and fulfilling financial obligations.

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Inheritance Planning

At Brandon Brokerage Latam, we work with families and legal advisors to design strategies that preserve and grow wealth.

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Let’s talk about your financial future