Business · Companies · 2 hrs ago
Family Enterprise Partners advises 35 wealthy families across three regions
Daniel Cervantes and Rafael Alberca launched Family Enterprise Partners in 2020 to advise wealthy families.
The Madrid-based firm now works with 35 family groups with $1.5 billion in financial assets.
Its clients are in Mexico, Spain and Central America, and it advises the most assets in Mexico, operating there through Miami.
The firm grew out of Cervantes’s work with Mexican families who wanted help with family governance as well as financial advice.
Its services cover wealth, governance, insurance and capital, with a focus on helping families preserve their wealth across generations.
The partners say personal service remains central even as the firm uses data analysis and considers artificial intelligence.
They aim to double the assets they advise by 2030, while prioritising service over size.
Family Enterprise Partners advises 35 family groups in Mexico, Spain and Central America.
The firm manages advice on $1.5 billion in financial assets, according to its founders.
Partners Daniel Cervantes and Rafael Alberca launched the multifamily office in 2020.
The firm provides services covering family governance, business and wealth, with advice delivered from Madrid.
Its growth plan aims to double assets under advice by 2030.
- Who
- Family Enterprise Partners, led by partners Daniel Cervantes and Rafael Alberca.
- What
- It advises 35 family groups and oversees advice on $1.5 billion in financial assets.
- When
- The firm launched in 2020.
- Where
- It serves families in Mexico, Spain and Central America. Advice is delivered from Madrid.
- Why
- Cervantes said families in Mexico sought both financial advice and family governance services.
This story does not have two clearly opposing sides.
Cervantes independently launched the Family Enterprise Council, an annual gathering for business families in Mexico and Central America.
Cervantes and Alberca launched Family Enterprise Partners.
Cervantes moved to Miami.
The firm aims to double its assets under advice.
- Families advised
- 35 family groups
- Financial assets
- $1.5 billion
- Regions served
- Mexico, Spain and Central America
- Launch
- 2020
- Advice base
- Madrid
- Growth target
- Double assets under advice by 2030
1 source
What people are saying
Our goal is not to be the biggest or the one with the most volume, but to provide the best service to our clients in a holistic sense.
We are not wealth creators; we are wealth preservers.
I had a lot of freedom and I used it to start travelling to Mexico to develop the business.