Case studies

Case studies are an excellent example of how a small business can successfully provide financial services to its customers.

Clients

Featured case studies

Lucchese fashion

We achieved a position of leadership in one year.

Kottila barber

Increase in sales by more than 30% in half a year.

Projects

Lucchese fashion

We achieved a position of leadership in one year.

Kottila barber

Increase in sales by more than 30% in half a year.

Berg restaurant

Increase in sales by more than 30% in half a year.

Scott hotel

Increase in sales by more than 30% in half a year.

Moises Rosado

Co-Founder

White-Glove Services for Funds, Family Offices & Global Enterprises

Bespoke structuring, with discretion and precision, for the world’s most sophisticated operators.

Full-Spectrum Advisory: Structuring, Compliance & Growth

One partner. End-to-end solutions. Legal, tax, and strategy—seamlessly integrated.

Trusted by Governments. Relied on by Institutions.

We advise at the highest level—where policy, capital, and risk converge.

Boutique Precision: Legal Strategy Meets Financial Intelligence

Elite structuring powered by sharp legal insight and strategic accounting.

Puerto Rico’s Premier Act 60 Advisory Firm

Recognized leaders in Act 60 planning for global investors and top-tier founders.