Giroscopio · Fiduciary Financial Advisory

About Us

A strictly fiduciary role

— Strictly fiduciary role. Investment management, financial planning, and the structuring of investment vehicles, for the care and intergenerational transfer of family wealth.
— Fee Only / Commission Free. We receive no commission from third parties for recommending institutions or instruments. We charge only for the service provided.
— Working with financial institutions. We can often operate on the brokerage account you already hold, or help you open one in Chile or the US, with no commission involved in any case.
— Customization. Tailored solutions based on your goals, risk tolerance, and liquidity needs. We work with a limited number of clients.
— Analytical foundation. Independent, transparent opinions, grounded in rigorous analysis, not generic formulas.
— Investment vehicles. Explicit ownership structures and decision-making rules, designed to prevent future conflict among heirs.
— Total Wealth Management. We look at your entire wealth as one picture: financial holdings, businesses, and real estate.
— Family Office. When appropriate, we set up a Family Office or Multi-Family Office, so the family gets involved and eventually leads.

Services

Investment management and wealth structuring

Financial and legal know-how to protect and grow your wealth

A.

Portfolio Management

— Diversified portfolio by asset class and geography
— Due diligence on funds and instruments
— Minimizing commissions and costs
— Benchmarking and consolidated reporting

B.

Trust & Entity Structuring

— Investment companies, trusts, and other legal vehicles
— Family Office
— Investment policy
— Family training, family council, and investment committee

Senior Team

Rigorous academic training, 25+ combined years of experience, and a wide span of capabilities

Alejandro Briones — Partner

Civil Engineer, U. Chile; Economist, U. Chile; MBA, U. Chicago

Investments, business

Claudia Pardo — Partner

Civil Engineer, U. Chile; MBA, Universidad Católica

Real estate, appraisals, investments

Sebastián Vergara — Senior Consultant

Civil Engineer, U. Chile; PhD in Economics, U. Toulouse

Macroeconomics, markets

Patricio Cortés — Senior Consultant

Commercial Engineer, U. Chile; MBA, Babson College

Investments, corporate governance

Sofía Focacci — Legal Advisor

Attorney, Universidad de los Andes; LL.M. in International Business Law, ESADE Barcelona

Corporate structuring

We work alongside the best lawyers and accountants, in Chile and the US.

Frequently Asked Questions

What you are probably wondering

How is the advisory funded if you do not charge commissions? +

Through the fee agreed with you. It is our only source of income.

Do you receive anything if you recommend a fund or institution? +

No. We have no commission arrangements with anyone, in Chile or abroad.

Do I pay the same amount every year? +

No. Most of the work happens in the first 3-6 months; after that it is periodic maintenance.

Do you only work with financial investments? +

No. Also real estate and family businesses, each with its own risk analysis.

What do you mean by "investment vehicle"? +

The legal entity that holds the assets: an individual, a company, or structures such as a trust.

Do you work with assets outside Chile? +

Yes, in Chile, the US, or other jurisdictions, with local lawyers and accountants.

What is a Family Office or Multi-Family Office? +

A private organization that manages a family wealth: investments, taxation, succession, and decision-making rules, alone (Family Office) or shared among several families (Multi-Family Office).

Contact

Claudia Pardo

Partner

✉ cpardo@giroscopio.cl ☎ +569 99395676

Alejandro Briones