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CROSS-BORDER WEALTH MANAGEMENT & FAMILY OFFICE STRATEGY
For Latino and U.S. families building, protecting, and passing on wealth across generations.
We work around
Family Office Oversight
Centralized coordination of entities, accounts, and reporting across your family's holdings.
Tax-Aware Planning
Coordinated attention to the tax impact of investment, trust, and succession decisions, alongside your tax and legal advisors.
Asset Protection
Structures designed to protect assets and reduce unnecessary exposure as circumstances change.
Multigenerational Succession
A plan for wealth to transfer with clarity across generations, instead of eroding through inheritance.
Cross-Border Investment Strategy
A disciplined investment approach that accounts for cross-border considerations, currency, and long-term goals.
Trusts & Fiduciary Structures
Trust and fiduciary structures (fideicomisos) that carry out your wishes and hold assets with clarity and control.
WHY GOLDSTONE
Wealth management services are provided under BullGround, a U.S. Registered Investment Adviser, with custody through Interactive Brokers LLC. GoldStone brings the relationship, the context, and the long-term guidance; BullGround brings the regulatory backing and operational infrastructure.
BullGround · U.S. Registered Investment Adviser · CRD 339562 · Custodian: Interactive Brokers LLC · Miami, FL.
This page is intended for individuals and families based in the United States. Advisory services are offered through BullGround, an SEC-registered investment adviser (CRD 339562); registration does not imply a certain level of skill or training. This is not an offer or solicitation in any jurisdiction where GoldStone or BullGround is not authorized to do business.
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