Independent advice built around long-term relationships.
Trusted relationships are at the center of everything we do.
Request a confidential conversationExperience built for complexity
Our team brings together decades of experience across family offices, institutional portfolio management, and cross-border wealth structures.
Working closely with clients across investments, structures, and generational planning.
Our team
Before founding Nuclo, our team spent more than ten years managing wealth at one of Latin America's leading family offices.
Since then, we have worked alongside more than 30 entrepreneurial families, helping them build investment frameworks, family office structures, governance processes, and long-term wealth strategies.
Today, we bring that same institutional discipline to every family we advise.
Managing Partners
Members of the Board
Roberto Valdes
Member of the Board
Jose Pedro Valenzuela
Member of the Board
Julian Castillo
Member of the Board
Investment Professionals
Dafne Garcia
Administration and Compliance
Rodrigo Aguilera
Asset Management
Ximena Lopez
Investor Relations
Ricardo Guerrero
Asset Management
Karef Quintana
Asset Management
Built as a boutique advisory firm
Managing significant wealth requires more than investment advice. It requires coordination, thoughtful planning and advisors who understand how every financial decision fits into the bigger picture. That's exactly how we work.
A Long-Term Partnership
Managing wealth is an ongoing process, not a one-time decision. We work alongside your family through every stage, providing thoughtful advice as your needs evolve.
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