BIGSUR PARTNERS LLC
MIAMI, FLORIDA

We aim to provide the “single-family office experience” through a multi-family office. BigSur was founded in 2007 at the request of the founders’ clients who were discouraged by the conflicts of interest inherent in banking platforms, which included excessive and non-transparent fee structures, a limited universe of investment products and solutions, and a transactional nature for conducting business – ultimately, clients felt they were underserved. They were looking for a more personal and exclusive relationship, one founded upon unbiased advice, full customization and constant communication. Over the years, we have built a team of highly seasoned professionals who share in BigSur’s core values. We are proud of their distinguished professional and academic achievements, as well as the caliber of intellectual capital they offer our clients. While Latin-America has always been our core, we are proud to serve clients from all over the world. Our specialty is managing complex, multi-jurisdictional relationships. Our Mission We exist to help our client-partners build, preserve, enjoy and transfer their wealth Our Philosophy as they would like in our processes; they can participate in investment committee meetings, gain access to our research, join our diligence meetings and visit our product platform partners. From discretionary to consulting, reporting or consolidation, BigSur offers a wide array of advisory programs tailored to meet any client need. We provide a holistic, total balance sheet approach that encompasses all of our clients’ assets, both tangible and intangible. Our investment process combines both a top-down and bottom-up approach: we think “macro” and invest “micro”. Our investment philosophy is built upon finding intrinsic value across global markets and asset classes. BigSur manages “stay-rich money” not “get-rich money”, therefore capital preservation and future generational wealth are always at the forefront of our decision-making. We pride ourselves in being extremely detail-oriented, both in our due diligence processes and in the transparency we provide for clients. While our philosophy is timeless, its implementation is constantly evolving. We are always staying ahead of the curve, adopting the most sophisticated quantitative and analytical models, technologies and software tools to our approach. We believe this is key to be constantly elevating the quality and level of service we provide to our clients. BigSur’s private investment platform is focused on top-quartile managers that have consistently outperformed their peers over multiple market cycles. We focus on those that have meaningful investments in their own products to ensure an alignment of interests, and those held by the leading institutional investors, sovereign wealth funds and family offices around the world. We are deeply focused in looking at the incentive systems in any business we do – in this sense we always want “skin in the game”. We invest only in “owner-operator” mentality businesses, and our principals co-invest their own capital alongside our clients. Clients have a broad access to global markets with an institutional pricing and no additional transaction mark-ups, they benefit from substantially lower fees, commissions and expense ratios than those provided by private banks. BigSur coordinates activities with trusted service providers on behalf of our clients. Clients only deal with us as we take care of everything on their behalf. Services providers include: lawyers, accountants, tax advisors, art advisors, philanthropy advisors, family governance coaches & mediators. BigSur can help clients with the management and reporting of their tangible assets. Our experience with collectibles has been focused primarily on blue-chip private art collections. Advisory services are provided through BigSur