Bringing structure to complexity
and intention to wealth
Helping families turn financial success into a legacy that endures
Our highly experienced team delivers tailored solutions shaped by insight and drive by purpose.
Explore our services below.
Investment Management
Diversify, compound, and undertake rigorous due diligence.
Income Tax Reduction
Minimize the negative impact of taxes on your income, future income, and investment strategies.
Risk Management
Prepare for the unexpected and aim for more peace of mind.
Asset Protection
Minimize the damage that legal action could cause by protecting your assets.
Business Advisory
Get assistance at every step - entity structuring, business management, and the exit.
Retirement Strategies
Solutions for creating the Retirement plan you deserve.
Estate Planning
Design a lasting legacy for your loved ones through proper planning.
Cash Flow Management
Take control of your cash flow helping you live the lifestyle you've dreamed about.
Experienced Advisors Committed to Your Goals
When clients choose Andina, they gain more than a financial advisor—they gain a strategic partner committed to their long-term success. Backed by over a century of collective experience across investment management, business and estate planning, and risk oversight, our team delivers comprehensive solutions tailored to each client’s unique vision. With access to a full spectrum of investment strategies and a disciplined planning process, we provide the clarity, confidence, and direction needed to navigate complexity and achieve lasting results.
Family Office
Andina’s Family Office offering combines the discipline and sophistication of institutional wealth management with the tailored attention your family deserves. Our multi-disciplinary team provides strategic coordination across investments, estate structures, and generational planning—allowing you to focus on your greater vision while we manage the complexity behind the scenes.
Family Legacy Assets
Preserving values, vision, and generational intent
Financial Assets
Managing investments, liquidity, and portfolio strategy
Operating Business
Advising on ownership, growth, and succession
Philanthropic Assets
Structuring giving to maximize impact and purpose
Real Estate Assets
Overseeing acquisitions, holdings, and estate planning
Comprehensive investment and balance sheet reporting
Tax preparation and administration
Trust & estate management
Philanthropic management
Bill-pay services
Succession planning
Household payroll and bookkeeping
Family governance and education
The Andina Advantage
At Andina, you don’t have to choose between expert investment management and comprehensive financial planning—we deliver both, seamlessly. Our integrated approach ensures your portfolio aligns with your broader financial goals, so you can move forward with clarity, confidence, and control. One team. One strategy. Complete alignment.
