Always the same person. And every credential is independently verifiable.
An owner’s businesses, investments, entities, banking and taxes, coordinated from one place and continuously. It is the CFO role, held by someone who sits outside their organization.
The service is described in full, in Spanish. Ver el servicio →
Who provides the service
A US citizen with verifiable credentials, able to act as the owner’s legal and operating face in the United States.
The clients are Spanish-speaking owners with wealth in the United States — businesses, investments, entities. The service thinks and operates as American, and relates in the client’s own code.
And it is always the same person. There is no rotating team and no assigned account manager: what stands behind the service is technology, not headcount. That is a deliberate design choice, and it is what allows an owner to give full access to a person rather than to an organization.
Credentials
US certifications, each independently verifiable.
| CMA — Certified Management Accountant | Management accounting and corporate finance. The basis of the role |
| CAIA — Chartered Alternative Investment Analyst | Alternative investments: structure, valuation and reporting |
| CTP — Certified Treasury Professional | Treasury, cash management and banking relationships |
| CM&AA — Certified Merger and Acquisition Advisor | Purchase and sale of companies and assets |
| CETF — Certified ETF Advisor | Listed instruments |
| DAFP — Digital Assets Finance Professional | Digital assets, from the finance and control side |
| FPA — Financial Planning Analyst | Budgeting, forecasting and results |
| Series 65 | The US examination qualifying a person to act as an investment adviser |
Two further specializations: trust administration · tax compliance in Latin America.
All of them are verified directly, in conversation, together with the person’s identity.
How the function is exercised
- Always as a fiduciary. The service is provided in the owner’s best interest, without exception. In a trust, that is also a legal obligation.
- Due diligence runs both ways. The owner knows who will hold the position, and the person holding it knows the case. The relationship does not begin before that.
- No conflicts of interest. No commission or markup is taken from any third party, and the owner always appoints their own CPA, attorney and agents.
- Trusts are Florida trusts, because the law requires the trustee to reside in the state where the trust is created.
Why there is no name or photograph here
The service administers other people’s privacy. It starts with its own.
The person is identified and verified directly, which is where verification carries weight. What this site states is the function, the credentials and the framework in which they are exercised.
For a bank, a counterparty or an owner’s US partner: identity, credentials and the relevant documentation are provided on request, through the client.
The entry process is described in Spanish.
Cómo se empieza