contacto@sommetwealth.com
55 5257 2784
Family Office · Mexico & United States
A complete view of your wealth, so every investment decision is made with more clarity, objectivity and discipline. Your assets may sit across many institutions — but they should answer to a single strategy.
We compare across institutions instead of defending any single firm's shelf.
A flat management fee. No product commissions.
We are paid by you, not by whoever sells the instrument.
Accounts in Mexico and the United States, under one consistent approach.
The strategy starts from your needs, not from sales targets.
Institutions, managers, currencies, geographies and asset classes.
We compare fees and vehicles to protect your net return.
Every holding serves a role: growth, protection or liquidity.
Regular reviews as markets and your objectives change.
Assets stay in accounts under your own name. We hold no custody.
Who we are
We are a family office built by partners with long careers across the financial industry.
Our combined experience lets us bring each family an institutional, disciplined and objective approach to managing wealth — with the closeness and trust a long-term relationship demands.
We work alongside business-owning families to build, protect and pass on their wealth in Mexico and the United States. The starting point is never a product — it is the client's objectives, needs and priorities.
Model and alliances
A structure built to guarantee objectivity, transparency and the best available market terms behind every recommendation we make.
Your wealth may live in a dozen places. The decisions live in one. That is open architecture: we compare across institutions instead of defending any single firm's shelf.
Our open architecture lets us select, from a broad universe of institutions and products, the best alternatives in the market for each client — with no ties to a single firm and no incentives that would compromise the objectivity of our advice.
We operate on a fixed, transparent management fee model. We charge no product commissions: our compensation is aligned with each client's interests, not with the sale of financial instruments.
It is not about owning more investments. It is about every investment having a role.
Why an independent model
Products and recommendations that never spoke to one another. The risk is not how each one performs — it is losing sight of the whole.
Value proposition
The strategy starts from your needs, not from one institution's sales targets.
Access to a wider universe of institutions, managers, currencies, geographies and asset classes.
Comparison of fees, terms and vehicles to protect the net return on your wealth.
Every investment must serve a role: growth, liquidity, protection, income or capital preservation.
Regular reviews to keep the strategy aligned with your objectives and circumstances.
Solutions
How it works
Objectives, current holdings, liquidity, horizon, obligations and priorities.
Risk capacity and tolerance, experience, constraints and expectations.
Lakpa and the authorised adviser analyse alternatives and formulate tailored recommendations.
Execution can be gradual, and assets stay within financial institutions.
The strategy is reviewed as markets, your wealth or your objectives change.
Security and backing
Lakpa Asesor Independiente, S.A.P.I. de C.V. is registered in the Public Registry of Investment Advisers of Mexico's National Banking and Securities Commission (CNBV); the registry can be consulted on the website of the CNBV. This registration does not imply that Investment Advisers comply with the provisions applicable to the services rendered, nor does it attest to the accuracy or truthfulness of the information provided. The National Banking and Securities Commission supervises solely the provision of securities portfolio management services where investment decisions are made on behalf of and for the account of third parties, as well as services consisting of providing investment advice on Securities, analysis and the issuance of individualised investment recommendations; it has no authority to supervise or regulate any other service provided by Investment Advisers.
Custodians available in Mexico and the United States
We operate a cross-border structure that lets clients open and manage accounts in both Mexico and the United States, with direct access to the instruments, markets and products of each jurisdiction under one integrated advisory approach.
Wealth is built once. Passing it on well is the work of an entire generation.
The first step
A first conversation can surface concentrations, duplication, costs, risks or opportunities hiding in your current strategy.
Meaningful exposures that can go unnoticed.
Different holdings that in practice do the same thing.
Fees or vehicles that erode your net return.
Exposure that may no longer match your objectives.
Capital that may be poorly allocated against your needs.
Alternatives a single institution may never put in front of you.
Contact
A first thirty-minute conversation, at no cost and with no obligation. You tell us where you stand; we tell you honestly whether we can add something. And if we can't, we'll say so too.