What We Do
Comprehensive financial planning at Puente means more than a one-time document. We build a living, coordinated strategy that evolves with you — covering cash flow, risk, retirement, estate, and goals in a single integrated plan.
Every plan is tailored to your specific goals, family structure, and timeline — and updated proactively as life changes. We collaborate with your tax and legal professionals to ensure every piece is working together.
A fully integrated plan covering every dimension of your financial life — built around your goals, your family, and your future. Reviewed and updated on an ongoing basis.
Strategic planning for liquidity events, business transitions, and succession — coordinating tax, legal, and financial strategy so your life's work translates into lasting family wealth.
Guidance on estate structuring, trust coordination, and intergenerational wealth transfer — designed to preserve your legacy and protect your family across generations.
We manage investment portfolios with a long-term, evidence-based philosophy — grounded in academic research and structured around your specific risk tolerance, liquidity needs, time horizon, and tax situation.
No market timing. No speculative bets. Just disciplined portfolio construction, thoughtful rebalancing, and ongoing tax-aware management designed to compound wealth across generations.
Globally aware, risk-appropriate portfolio management tailored to your family's specific financial picture — with continuous monitoring and thoughtful adjustments over time.
Coordinated strategies to reduce tax drag, optimize asset location across account types, and structure wealth intelligently — developed in collaboration with your CPA or tax attorney.
For families and business owners with financial ties to both the United States and Mexico, standard planning isn't enough. We provide specialized advisory that accounts for both systems — delivered fluently in both languages.
From foreign account reporting and dual-currency income to cross-border business ownership and binational estate planning — we understand the complexity because we live in this world.
Specialized advisory for families and business owners navigating the unique complexities of holding assets, managing income, and planning wealth across two countries and two legal systems.
Full advisory services delivered in English and Español — ensuring every client and every family member feels fully heard, understood, and served at every stage of the relationship.
Schedule a complimentary consultation and let's explore how Puente can serve your family.
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