GIM Family Office is a Single Family Office in Mexico City, dedicated to managing the financial, fiduciary and fiscal aspects of a Latin American Real Estate Development family. The FO oversees six family heads across three generations and is focused on inter-generational wealth management with a focus of managing risk at the personal level, as opposed to portfolio level. The primary functions of the FO are advising on client portfolios, selecting asset managers, selecting investment funds, maintaining and operating trust structures, inter-generational estate planning, tax planning and financial planning.

The common investment themes across the portfolios we manage are liquidity, public equities, public debt instruments, listed funds, and venture capital. Axiomatically, for new investments we try to stay clear of real estate opportunities and Latin American investment alternatives to ensure that the positions diversify risk away from the person’s risk profile by individual and professional condition.

As Director, Rafael Tuachi foresees both the family’s and each person’s investment portfolio and structure, insurance coverage structure, fiscal necessities across any jurisdictions as applicable, shared real estate and long-term wealth planning. His responsibilities include working directly with the family as a unit and with each member as a person, along with our various service providers, to ensure that the services the family ultimately receives are in line with the family’s values and long-term objectives.