SAAGA

What SAAGA does

SAAGA, LLC (dba SAAGA Wealth / SAAGA Family Wealth) is a Miami-based Family Enterprise Advisory firm founded in 2002 that provides full-fledged Single Family Office (SFO) services to high-net-worth families. The firm serves wealthy families who operate or have sold family businesses and require integrated advisory across wealth management, corporate finance, governance, and family dynamics. Its stated organizing concept is "Family Enterprise = Family Office + Family Business + Family Wealth," positioning the firm to act as a dedicated single family office for each client rather than serving a high-volume book.

The offering is organized into three service pillars: Single Family Office Services (SFO Design & Advisory, SFO Outsourcing, Global Balance Sheet Reporting, Investment Committee Advisory, Pre-Immigration Coordination, Risk Management Coordination); Family Business Services (Growth Strategy Design, Financial Forecasting & Valuation, Board of Directors Advisory, Managerial Due Diligence, and effectiveness workshops); and Governance Services (Governance Advisory, Succession Plan Execution, Estate & Tax Planning Coordination, Family Council Advisory, and Conflict Mediation). Complementing these are six two-day educational workshops (Family Business Strategic Planning, Family Business Governance, The Examined Life, Managing the Family Business, Effective Decision Making, and Designing the Family Office), several of which are built on William Reddin's managerial effectiveness framework and Action Learning group dynamics. The firm discloses no proprietary technology platform, API, or mobile application; it is a services-based advisory business whose differentiation rests on a combination of wealth management, corporate finance, and behavioral science expertise.

Commercially, SAAGA operates a sales-led, relationship-driven go-to-market motion, acquiring clients through personal networks, trusted-advisor referrals, and educational workshops that serve as top-of-funnel touchpoints. Revenue is generated through professional-services advisory fees for SFO design/operation, governance, succession, and investment committee engagements, plus workshop delivery; pricing is not publicly disclosed and is likely bespoke and quote-based. The firm is an SEC-registered investment adviser with its principal place of business in Florida, operates as an independent LLC with no institutional backing or parent, and is led by founder-partner Juan Pablo Martínez-Blat across a team of approximately seven.

Name

SAAGA

Legal name

SAAGA, LLC

Website

https://saagawealth.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

SAAGA is a Miami-based, SEC-registered Family Enterprise Advisory firm founded in 2002 that provides full-fledged Single Family Office services—wealth management, corporate finance, and governance advisory—to high-net-worth families operating or transitioning out of family businesses.

Ownership category

akta.pro rank

Product category

Family Office Advisory Services

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Family office advisory
• Wealth management services
• Succession planning
• Family governance advisory
• Investment advisory services

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Family Enterprise Advisory Services: SAAGA generates revenue through advisory fees for Single Family Office design, operation, and advisory services. They charge for governance advisory, succession planning, investment committee advisory, and strategic consulting engagements. The firm also conducts educational workshops on family business governance, decision-making, and wealth management topics.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

SAAGA is a Family Enterprise Advisory firm offering full-fledged Single Family Office services to high-net-worth families. The firm delivers three integrated service pillars: Single Family Office Services (SFO Design & Advisory, SFO Outsourcing, Global Balance Sheet Reporting, Investment Committee Advisory, Pre-Immigration Coordination, Risk Management Coordination), Family Business Services (Growth Strategy, Board Advisory, Workshops, Due Diligence), and Governance Services (Succession Planning, Family Council Advisory, Conflict Mediation). Complementary educational workshops cover strategic planning, governance, and family office design.

Product overview

SAAGA is a Family Enterprise Advisory firm offering a unified portfolio of Single Family Office services. The core offering comprises three integrated service pillars: Single Family Office Services (SFO Design & Advisory, SFO Outsourcing, Global Balance Sheet Reporting, Investment Committee Advisory, Pre-Immigration Coordination, Risk Management Coordination), Family Business Services (Growth Strategy Design, Financial Forecasting & Valuation, Board of Directors Advisory, workshops, Due Diligence), and Governance Services (Governance Advisory, Succession Plan Execution, Estate & Tax Planning Coordination, workshops, Mediation, Family Council Advisory). Complementing these are six educational workshops covering Family Business Strategic Planning, Family Business Governance, The Examined Life, Managing the Family Business, Effective Decision Making, and Designing the Family Office.

Differentiator

Problem solved

Functional benefit

Products and services

• Single Family Office Services

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Pitcairn: Pitcairn is a multi-family office and RIA serving multiple generations of UHNW families, with a focus on family governance, legacy planning, and investment management — directly comparable to SAAGA's SFO and governance offerings.
• Threshold Group: Threshold Group is an independent, fee-only RIA delivering family-office-style wealth management, financial planning, and intergenerational advisory to HNW and UHNW families — comparable in service scope and client segment to SAAGA.
• Bessemer Trust: Bessemer Trust is a leading multi-family office providing investment management, wealth planning, and family office services to UHNW families and their foundations — directly comparable to SAAGA's SFO and family governance offerings at a much larger scale.
• Glenmede: Glenmede is an independent wealth and investment manager serving families, foundations, and endowments, with a focus on multi-generational planning and family governance — closely aligned with SAAGA's family-enterprise advisory focus.
• Aspiriant: Aspiriant is an independent, fee-only wealth management firm serving HNW and UHNW households with integrated financial planning, investment management, and family-office services — directly comparable in target client and service model.
• Cresset: Cresset is a private wealth and family office firm serving UHNW families, entrepreneurs, and foundations with integrated advisory, investment, and family-office services — overlapping with SAAGA across SFO design, governance, and wealth strategy.
• GenSpring Family Offices: GenSpring is a multi-family office serving UHNW families with integrated investment, tax, estate, and family-governance services — comparable to SAAGA in targeting families undergoing wealth transition and providing governance and next-gen education.

Broad incumbents

• Abbot Downing (Wells Fargo): Abbot Downing is Wells Fargo's UHNW brand providing tailored wealth planning, investment management, and family-office services to ultra-affluent families — directly comparable in client segment and service bundle, with a much larger institutional footprint.
• Northern Trust Wealth Management: Northern Trust is a global wealth manager providing investment management, trust, banking, and family-office services to UHNW families and family offices — directly comparable in client segment and SFO-style offering, at substantially greater scale.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management is a large-scale wealth manager offering investment management, trust, and family-office services to UHNW clients — overlapping with SAAGA at the high end of the wealth continuum but operating as part of a global financial institution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/saaga-family-wealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SAAGA