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Independent Multi-Family Office Services for UHNWI

Heredia Capital Overview

Heredia Capital offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, the company provides expert guidance in investment management, financial planning, and wealth preservation strategies. Through a personalized approach, Heredia Capital ensures that each client receives individualized solutions that align with their unique financial goals and aspirations. The team of experienced professionals at Heredia Capital combines industry expertise with a client-centric focus to deliver exceptional service and results. Whether you are seeking to grow your wealth, plan for retirement, or secure your financial future, Heredia Capital is dedicated to helping you achieve success.

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Hourly Rate NA

Employees 2 - 9

Founded 2020

Project Cost >$100000

Company Location

Chile (HQ)

location 2670 Avenida Vitacura, Las Condes, Santiago, Chile Chile

Contact Number +56225708657

Location

Location

Location

Heredia Capital Focus Areas

Service Focus
Client Focus
Industry Focus

Heredia Capital Clients & Portfolios

Heredia Capital FAQs

Heredia Capital offers a comprehensive range of financial services tailored to meet the diverse needs of its clients. With a commitment to excellence and innovation, the company provides expert guidance in investment management, financial planning, and wealth preservation strategies. Through a personalized approach, Heredia Capital ensures that each client receives individualized solutions that align with their unique financial goals and aspirations. The team of experienced professionals at Heredia Capital combines industry expertise with a client-centric focus to deliver exceptional service and results. Whether you are seeking to grow your wealth, plan for retirement, or secure your financial future, Heredia Capital is dedicated to helping you achieve success.

  • Heredia Capital's hourly pricing ranges between NA

  • Heredia Capital’s employee size is 2 - 9.

  • Heredia Capital was founded in 2020.

  • Heredia Capital’s minimum project cost is >$100000

  • Heredia Capital has offices in the following countries:

    • Chile

  • Heredia Capital’s contact number is +56225708657

  • Heredia Capitals core service focus areas are as given below:

    • Financial Advising & Planning , Funding & Investment , Business Consulting

  • Heredia Capital’s client focus areas are as given below:
    • 0% Small Business (<$10M)
    • 0% Midmarket ($10M - $1B)
    • 100% Enterprise (>$1B)