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At Virtus Family Office, we are defined by our work ethic and professionalism. We stand out for making ethical decisions and for the proper development of our functions and services with absolute transparency.
As leaders in our field, we demonstrate an undeniable passion for what we do and refuse to accept "no" as an answer, always fighting for the best interests of our clients.
In addition, our social responsibility is fundamental. Throughout our journey, we have been pioneers in corporate responsibility in Mexico, with our leaders actively involved in important foundations that support vulnerable communities.
Furthermore, confidentiality is a key part of our corporate culture, and we handle it uniquely, always prioritizing the privacy and security of our clients. We are also continuously committed to educating ourselves and learning from the industry and its environment to provide holistic and cutting-edge advice to our clients.
We are an independent financial and wealth advisor, with shareholders who are fully dedicated to working in their best interest, avoiding any conflicts of interest, and only receiving monetary compensation from you, our client.
History
2016: After acquiring the Multi Family Office business from BTG Pactual México, we established ourselves as a Multi Family Office and Independent Investment Advisor, regulated by the National Banking and Securities Commission (CNBV).
2018: We opened our office in El Paso, Texas, under the name Virtus Family Office LLC, becoming a Registered Investment Advisor (RIA), regulated by the Securities and Exchange Commission (SEC). That year, we ceased operations as an Independent Investment Advisor in Mexico.
2022: We manage the VFO Alternative Investment Fund in the Cayman Islands, an alternative investment vehicle regulated by the Cayman Islands Monetary Authority (CIMA), specializing in international private investments.
Experience
At Virtus, we have over 130 years of experience in public and private markets, offering family office services that meet the highest expectations of the most successful and demanding families.
Presencia en el mercado
Desde nuestra fundación, Virtus Family Office se ha posicionado como un líder en asesoramiento financiero de excelencia. Operamos desde Estados Unidos como un asesor independiente, con presencia en ubicaciones estratégicas clave:
- En El Paso, Texas, estamos regulados por la Securities and Exchange Commission (SEC), lo que garantiza el más alto nivel de cumplimiento y transparencia en nuestras operaciones financieras.
- En las Islas Caimán, bajo la rigurosa regulación de la Cayman Islands Monetary Authority (CIMA), ofrecemos servicios financieros internacionales a través de un Fondo de Inversión Privado, proporcionando soluciones seguras y eficientes.
- En México, nuestra firma de consultoría se distingue por su experiencia y capacidad para navegar complejos entornos financieros.
Esta estructura geográfica nos permite ofrecer servicios integrales, adaptados a las necesidades tanto locales como internacionales, y respaldados por un cumplimiento regulatorio estricto en cada jurisdicción. Nuestros clientes confían en nosotros como su asesor financiero de referencia, debido a nuestra seriedad, formalidad y capacidad probada para obtener resultados reales y sustanciales para su patrimonio.
Mission
To guide our clients in the comprehensive management of their wealth, optimizing returns, diversifying risks, and seeking efficient solutions based on ethics and professionalism.
Vision
To lead the financial sector as a benchmark in wealth advisory, promoting the long-term prosperity and security of our clients with ethical, effective solutions focused on their success.
Diferenciadores en el método de trabajo
Metas del inversionista
- Crecimiento del patrimonio con objetivos definidos.
- Relación óptima entre riesgo y rendimiento.
- Gestión discrecional basada en disciplina y experiencia.
Metodología objetiva
- Combinación de modelos cuantitativos y fundamentales.
- Estrategias robustas para distintos escenarios económicos.
- Actuar de manera anticíclica para agregar valor.
Eficiencia y transparencia
- Portafolios eficientes y diversificados.
- Rebalanceos periódicos para mejorar riesgo-rendimiento.
- Independencia total de presiones externas.
- Acceso seguro a información detallada.