Adduntia Family Office

What Adduntia Family Office does

Adduntia Family Office is a Buenos Aires-based multi-family office that delivers integrated wealth management to high-net-worth families in Argentina, with a secondary corporate advisory practice. Founded in 2014 by CEO Javier Schrager (an actuary from the Universidad de Buenos Aires with 15 years in the financial sector), the firm operates a three-product platform: (1) Multi Family Office — holistic multi-asset investment solutions, estate and tax planning, and risk management distributed across multiple family clients; (2) Private Banking — bespoke portfolio construction and supervision across global capital markets; and (3) CFO Externo — outsourced corporate financial leadership for businesses that lack full-time internal CFO capacity. The underlying operating model combines abstract advisory knowledge with 'financial engineering' for asset structuring, supported by consolidated reporting that aggregates transactions, pricing, and commissions across the client's existing banks and providers. The firm positions itself as the single point of contact for all banking, investment, and administrative needs without requiring clients to change incumbent providers.

The business model is fee-only and subscription-based: clients pay directly, with no commissions or third-party incentives, and each engagement carries a personalized fee structure and multi-year contract cadence. Go-to-market is relationship-led and direct, targeting HNW families and corporate clients through a content-oriented website and personal referral; there are no disclosed marketing channels beyond the firm's website and direct advisory delivery. Pricing is not publicly disclosed. Operationally, the firm is small (a senior team of roughly six named professionals including heads of Private Banking, Private Markets, and Trading, plus a Financial Advisor and COO), headquartered at Eduardo Costa 3076 in CABA, and serves as what it claims is the only Family Office with headquarters in Argentina.

Commercially, the firm emphasizes independence and conflict-free advice as its primary differentiator versus bank-affiliated advisors, alongside a non-discretionary advisory model that keeps clients actively involved in decisions. It has no disclosed funding rounds, no M&A activity, no partnerships, no regulatory actions, no patents, and no certifications or compliance registrations in the source data. Revenue is undisclosed.

Name

Adduntia Family Office

Legal name

Adduntia

Website

https://adduntia.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Adduntia Family Office is an Argentina-headquartered multi-family office providing fee-only, holistic wealth management, private banking, and external CFO advisory services to high-net-worth families and corporate clients.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

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

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Wealth management services
• Multi-family office
• Private banking advisory
• Estate tax planning
• External CFO services

Headquarters

HQ city

Buenos Aires

HQ country

Argentina

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Only Advisory Services: Direct fee-only compensation paid exclusively by clients. No commissions, incentives, or payments from financial administrators, service providers, or external financial companies. Each family receives personalized services with unique fee structures tailored to their specific needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Adduntia Family Office is a multi-family office based in Buenos Aires, Argentina that provides holistic wealth management for high-net-worth families and corporate clients. Its core services include multi-asset investment solutions, private banking advisory, estate and tax planning, risk management, and external CFO services, delivered through a fee-only, non-discretionary advisory model.

Product overview

Adduntia Family Office is a multi-family office (MFO) that provides an integrated suite of three core wealth management services: (1) Multi Family Office for multi-asset investment solutions and holistic family wealth management including investment services, estate/tax planning, and risk management; (2) Private Banking for personalized investment advisory and portfolio optimization across global capital markets; and (3) CFO Externo for corporate financial advisory acting as external financial staff. The company positions itself as a single point of contact for all banking, investment, and administrative needs of high-net-worth families.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi Family Office Multi-family office service providing multi-asset investment solutions for family groups. Offers holistic wealth management including investment services, estate and tax planning, and risk management, serving multiple families to distribute operating costs.
• Private Banking Investment advisory services constructed around specific client needs, seeking consistent returns over short, medium, and long term by supervising and optimizing portfolios while weighing global capital market risks and opportunities.
• CFO Externo (External CFO) Corporate financial advisory service acting as the external financial staff of a company. Specializes in understanding financial dynamics, analyzing data correctly, and anticipating potential risks for short, medium, and long-term decision-making.

Quantifiable outcome

• Complete consolidated reporting across multiple service providers, verifying transactions, pricing, commissions, and ensuring correct fee structures.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: One of the largest independent US multi-family offices serving HNW and UHNW families. Directly comparable to Adduntia in offering holistic investment advisory, wealth structuring, and family governance services to multiple families, and is a benchmark for the MFO model globally.
• Cambridge Associates: Independent investment advisory firm serving HNW families, endowments, and foundations. Directly comparable to Adduntia's investment advisory, multi-asset portfolio construction, and long-horizon wealth planning approach for sophisticated family clients.
• Glenmede: Independent, employee-owned multi-family office providing investment management, trust, and wealth advisory services to HNW families. Matches Adduntia's independent, fee-only positioning and family-centric advisory approach.
• Pitcairn: Multi-family office serving HNW families with holistic wealth management, multigenerational planning, and single-family-office-as-a-service offerings. Closely mirrors Adduntia's integrated advisory and family governance positioning.
• WE Family Offices: US-based multi-family office serving HNW families with comprehensive wealth management. Operates a comparable holistic MFO model with investment advisory, estate planning, and family governance, making it the most analogous peer to Adduntia in structure, service breadth, and target client.

Broad incumbents

• J.P. Morgan Private Bank: Global private bank serving UHNW families with investment advisory, banking, lending, and trust services across jurisdictions. A key competitor for Argentine HNW families seeking international wealth management and cross-border capabilities Adduntia cannot offer.
• Northern Trust Wealth Management: Major global wealth manager and private bank with a dedicated Family Office Services practice. Competes with Adduntia for HNW and UHNW families via integrated investment, custody, and lending, but at significantly larger scale and broader geographic reach.
• Citi Private Bank: Global private bank providing investment management, capital solutions, and wealth structuring to UHNW families worldwide. Directly competes for the same type of HNW families Adduntia serves, particularly those with multinational wealth and cross-border needs.
• Pictet Group: Swiss private bank and wealth manager with strong Latin American coverage serving HNW and UHNW families across asset management, wealth planning, and custody. A relevant competitor for Argentine families seeking international alternatives to a domestic MFO.
• Lazard Wealth Management: Global wealth advisory business of Lazard serving HNW and UHNW clients with personalized investment, tax, and estate planning. Overlaps with Adduntia's advisory focus but operates at materially larger scale with international reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Adduntia Family Office