A sustainable solution for the long-term management, preservation, and growth of your family’s wealth.
We ensure the safety of our client’s assets while delivering returns aligned with the S&P 500 index benchmark.
We are dedicated to offering comprehensive guidance to Latin American individuals, families, and small, micro, and medium enterprises (SMEs), strongly emphasizing the integration of sustainability factors into their investment portfolios and corporate strategies.
Private Clients.
Point5 leadership began in the 1980s when it managed the assets of Mexican families from New York as part of the Banamex NYC office. Our expertise encompasses diverse investment strategies, including equity, fixed-income, multi-asset, and alternative investments.
We are recognized for our consistency, knowledge, and transparency.
Sustainability.
Point5 has a close working relationship with ESG-LAB to ensure that the remarkable progress and economic advancements of our client’s wealth align with the vision and mission of their family values.
Governance Member Expert.
We collaborate with the most prestigious Swiss financial institutions to conduct Know Your Customer (KYC) processes for their Latin American clientele.
Point5 Family Office’s Global Breakthrough at the World Economic Forum (WEF) 2024 in Davos, Switzerland.
At Point5, our journey starts by understanding your needs for wealth accumulation, preservation, and transfer to future generations. Our success stems from our commitment to exceptional service and our focus on value creation for the family and society.
We take immense pride in being recognized by the Swiss government as a pragmatic organization emphasizing sustainability principles.
With an impressive 40-year track record, we have established strong partnerships with institutions such as Banamex, Finamex, HSBC Switzerland, UBS Switzerland, and several of the most prominent Swiss financial institutions.
+4178 851 2772
jclara@point5familyoffice.com
Point5 Family Office Research Activities and Collaboration.
At Point5, we are deeply committed to education. We believe that it is a universal right and a catalyst for prosperity. We actively disseminate comprehensive knowledge about impact, sustainability, and ESG investing, ensuring that individuals and organizations have access to the tools and insights they need to make informed decisions.
In pursuit of our educational mission, we collaborate with the United Nations, the University of Fribourg, the University of Geneva, Universidad Iberoamericana, the Harvard Club, The Global Initiative Against Transnational Organized Crime, and the governments of the United States, Mexico, and Switzerland. These partnerships signify our dedication to fostering a global dialogue and facilitating the exchange of expertise and best practices.
Location.
Point Family Office, Switzerland
REG: IDE/UID CHE-304.059.063
Grand Rue 19
1297 Founex, SWITZERLAND
+4178 851 2772
