Family offices
Wealth preservation mandates with committee review.
Bitcoin Wealth Management for serious capital.
Research, OTC execution, succession, reporting, and Multi-Institution Custody on request for wealth managers and family offices.
Built for people who cannot improvise.
Family-business CFOs
Peso balance sheets that need treasury discipline and evidence.
HNW advisors
Discreet allocations, human execution, and custody fit to the mandate.
Advisors
Advisors who need clear language for serious Bitcoin clients.
A desk for allocating and holding Bitcoin.
OTC execution
Sized tickets, clear pricing, and human coordination.
MIC Custody
Multi-Institution Custody on request via Onramp.
Reporting
Business report, SAT acuse, execution summary, sources, and operating trail.
Research
The Aureo Quarterly, methods, and committee briefings.
Succession
Operating design for family and institutional continuity.
We understand the mandate first.
- 01
Call
45 minutes with a founder to understand context, objective, and constraints.
- 02
Brief
A path summary: execution, custody, reporting, and open questions.
- 03
Execution
OTC desk, settlement, and evidence for internal review.
- 04
Ongoing
Quarterly review, research, and operating support.
Discreet, documented, peso-native execution.
How pricing works
Fees scale by ticket size and are negotiated above MXN 20M. The goal is clarity before execution, not surprise after settlement.
Custody for mandates that require governance.
Multi-Institution Custody is designed for HNW and enterprise clients that need controls, segregation, and evidence.
The call is taken by the people who built the firm.
Every Patrimonio engagement starts with a founder on the line: the people who designed the desk, the custody architecture, and the reporting stack. No handoff to a sales team, no junior relationship manager. The judgment you speak with is the judgment that runs the firm.
