FAMILY OFFICE
This is the core of a family office. We act as a central hub for all financial and lifestyle needs. This can include investment management, tax planning, estate and succession planning, philanthropy, and even concierge services like managing properties or travel arrangements.
WEALTH MANAGEMENT
At PREPIMA INVEST, we specialize in comprehensive wealth management solutions designed to protect, grow, and transition your wealth across generations. With a client-first approach, our team of experienced advisors delivers tailored financial strategies aligned with your personal goals, values, and risk tolerance.
MANAGEMENT
INVESTMENT
We offer personalized portfolio management built on research-driven insights and diversified strategies to help you achieve long-term growth and financial security. For business owners, we provide strategic succession planning to ensure continuity, protect business value, and support your exit goals.
Investment & Management
Explore our diverse range of financial and real estate investments.
Wealth Management
Holistic and Personalized Service: This is the core of a family office. The company acts as a central hub for all financial and lifestyle needs. This can include investment management, tax planning, estate and succession planning, philanthropy, and even concierge services like managing properties or travel arrangements.
Long-Term Investment Horizon: Unlike traditional private equity or venture capital firms that operate on a set fund cycle (e.g., 5-10 years), a family-office-style company has a generational perspective. Their "patient capital" allows them to make investments that may take a decade or more to mature, which can lead to higher returns and greater flexibility.
Services
Estate & Legacy Planning We assist in structuring your estate to preserve your legacy, minimize tax burdens, and ensure a smooth wealth transfer to future generations.
Tax Optimization Strategies Our advisors work closely with tax professionals to develop strategies that reduce your tax liability while aligning with your overall financial plan.
Risk Management & Insurance Protecting your assets is as important as growing them. We provide guidance on life, disability, and long-term care insurance tailored to your needs.
Contact Us
Get in touch for financial and real estate inquiries.