The Andina Advantage

About

Dedicated to Serving Families & Individuals

Our personalized services help families perpetuate their legacies and values through education and wealth stewardship principles.
A relationship with Andina brings a range of benefits that many larger firms cannot provide. Our independence allows client objectives to guide the planning process. Fiduciary responsibility is not clouded by corporate bureaucracy, shareholder demands, or sales quotas. With over 100 years of combined experience in the areas of philanthropy, estate planning, risk management, and investment management, Andina has the expertise to help clients achieve their multi-faceted objectives.

PERSONALIZED PLANNING

Comprehensive planning, execution, and monitoring of wealth preservation and building strategies.

CONCIERGE SERVICES

Tailored concierge services such as bill pay, project analysis, due diligence, and appraisals.

FAMILY GOVERNANCE

Development and implementation of family governance plans to achieve the vision while minimizing conflict.

INDEPENDENT STRATEGIES

Access to a wider range of independent investment strategies than larger institutions can provide.
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The Andina Advantage