Heredia Capital
Family Office
Our Firm
At Heredia Capital, we are an independent multi-family office serving a select circle of Chilean families through disciplined wealth stewardship and thoughtful counsel. Our boutique scale ensures direct partner involvement across all services, allowing us to provide the focused attention and swift execution that high level wealth management demands. Through unwavering independence in our thinking and careful analysis, we help our clients navigate the complexities of wealth preservation while creating meaningful and lasting legacies.
Our Values
Focus
Our boutique scale allows us to identify opportunities and provide attention that larger institutions cannot match.
Discretion
We maintain absolute confidentiality in every aspect of our relationships, recognizing that privacy is fundamental to legacy preservation.
Expertise
Direct partner involvement in all decisions reflects our commitment to sophisticated wealth stewardship.
Independence
Our autonomy in thinking and decision-making ensures uncompromised focus on preserving family wealth across generations.
Our Core Disciplines
Investment Stewardship
Through independent research and careful analysis, we identify opportunities that larger institutions cannot access. Our disciplined approach focuses on preserving family wealth while capturing strategic growth opportunities.
Legacy Architecture
We guide families in designing robust governance frameworks that honor Chilean traditions while embracing modern stewardship practices. Our approach ensures the preservation of both wealth and values across generations.
Strategic Impact
Understanding that meaningful legacy extends beyond wealth, we help families create lasting impact through carefully structured philanthropic initiatives and social investments in Chile’s evolving landscape.