A Boutique Family Office for Global Wealth Management

Access independent advice and a fully integrated multi-custodial platform of the top custodians in the US.

Our local team draws from broad international financial markets to serve your needs.

Marcello Zaffaroni, Juan Martin Campuzano and Ivan Flores standing in their wealth management offices in either Miami, FL or Manhattan, NYC

A happy young business owner enjoying free time in the mountains, illustrating Hillguard Wealth Management's client types - she could be a successful business owner, or a member of a wealth family.

Those who value a private, trusted relationship with their financial advisors and seek to create long-term legacies across generations.

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A happy group of friends at a celebration, checking their phone without worry, since Hillguard Wealth Management keeps them up to date. Maybe they subscribe to Hillguard's newsletter for financial news and advice.

Access advanced perspectives and institutional solutions.