About us

History

In 1998 the company was founded to accompany and advise a Swiss corporate group with a presence throughout Latin America in the areas of pensions and insurance. Over time and based on the experiences acquired through a multicultural, professional and long-standing team in the banking and financial sector, the company has expanded business to other organizations and clients that require tailor-made international solutions.

Vision

To advise our clients with excellence to reach their financial goals and protect their wealth in the most efficient, ethic and personalized way.

Mission

Through our long-term commitment to our clients offer a reliable service that is characterized by being efficient, fast, global and highly confidential. Always providing top level expertise.

We work with:

Foundations with regional and worldwide activities.

Companies with international presence.

Local and third country nationals and expatriates living in Latin America

Meet the team

Shape

Claus Elsner

Bankfachwirt, Banking/Finance degree, Banking Academy, Hamburg, Business Administration, Aden Costa Rica. 30 years Bank and finance experience in different countries.

Language: Spanish, German, English, Portuguese

Carl Heinrich Elsner

BS in Business Administration
Personal Finance advisor specialized in
international and German insurance, investment
and banking, certified by IHK.

Language: Spanish, German, English, Portuguese

Christian Elsner

BS in international business management from
Hochschule Furtwangen, over 6 years experience
in controlling and financial planning. Worked
priorly as manager in corporate planning at Moody’s (Mar 2022).
Language:Spanish, German, English, Portuguese

Investing for the future