What Meridiana-MFO does

Meridiana-MFO LLC is a Coral Gables, Florida-based multi-family office (MFO) providing integrated wealth management, investment advisory, and portfolio administration services to ultra-high-net-worth families and single-family offices in the United States and Latin America. Founded in 2019 by Enrique Carrillo García, Andrés Obregón Santodomingo, and Santiago Pardo Fajardo, the firm combines senior practitioners with prior leadership roles at Banco Santander International, Bavaria/AB InBev, Avianca, Merrill Lynch, and Wachovia, complemented by a multi-disciplinary team including CFA, FRM, and CAIA charterholders. The firm's core offering is a unified wealth management platform covering financial and non-financial assets, with client portal access delivered through a third-party Masttro integration.

The business model is a fee-only registered investment adviser, with revenue generated through advisory fees on assets under management (AUM) and disclosed Form ADV filings, with no hidden brokerage commissions and partial performance-based compensation. The go-to-market is enterprise field sales: high-touch, relationship-driven engagement leveraging the founding partners' regional networks across Colombia, Panama, Brazil, Uruguay, Argentina, and Venezuela. The ownership structure is composed of families and bankers, positioned to ensure independence and alignment of interests. The firm expanded scope through the absorption of Brilia Consulting, a family wealth management firm founded by Managing Partner Santiago Pardo Fajardo.

The firm operates with a small team (1-10 employees) and currently discloses no funding rounds, no AI/ML capabilities, no proprietary technology beyond the Masttro-integrated client portal, and no public AUM or revenue figures. Geographic reach is constrained to U.S. states where the firm is registered or qualifies for exemption, in compliance with SEC regulations.

Name

Meridiana-MFO

Legal name

Meridiana-MFO LLC

Website

https://meridiana-mfo.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Meridiana-MFO is a Coral Gables, Florida-based multi-family office providing integrated investment advisory, portfolio management, and wealth administration services to ultra-high-net-worth families and family offices across the United States and Latin America.

Ownership category

akta.pro rank

Product category

Wealth Management & Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

Keywords

• Multi-family office services
• Wealth management advisory
• Investment advisory services
• Portfolio management services
• Family governance advisory

Headquarters

HQ city

Coral Gables

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Meridiana MFO LLC operates as a registered investment adviser providing advisory and portfolio management services to individuals and companies. Revenue is generated through investment advisory fees, typically charged as a percentage of assets under management (AUM) or fixed fees, consistent with industry standards for registered investment advisers. The firm discloses that part of their remuneration may be subject to specific results obtained by the family, and they do not charge hidden brokerage fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Meridiana MFO LLC is a registered investment adviser and Multi-Family Office (MFO) that provides consolidated investment oversight, financial planning, consolidated reporting, and family governance services to ultra-high-net-worth families, family offices, and companies. The firm operates as an independent advisory platform serving clients across the U.S. (Southeast) and Latin America, including Colombia, Panama, Brazil, Uruguay, Argentina, and Venezuela.

Product overview

Meridiana-MFO operates as a Multi Family Office (MFO) offering a unified integrated wealth management platform. The core offering is the Multi Family Office Services, which provides comprehensive investment advisory, portfolio management, and wealth structuring capabilities for high-net-worth families. The company also absorbed Brilia Consulting, expanding its family wealth management consulting capabilities. The service is delivered through a client portal integrated with Masttro platform for account access.

Differentiator

Problem solved

Functional benefit

Products and services

• Multi-Family Office Services Core bundled offering for ultra-high-net-worth families and family offices combining investment oversight, financial planning, consolidated reporting, and family governance under a single advisory relationship.
• Investment Oversight & Portfolio Management Discretionary and non-discretionary investment advisory and asset allocation services delivered under a fiduciary standard for UHNW households, family offices, and family-controlled companies.
• Financial Planning Comprehensive financial planning services for UHNW families covering cross-jurisdictional wealth planning between the U.S. and Latin America.
• Consolidated Reporting Aggregated performance and holdings reporting that unifies accounts held across multiple custodians and external advisers into a single client view.
• Family Governance & Coaching Family governance advisory, succession planning, and coaching services delivered in conjunction with an external network of vetted specialists for multi-generational UHNW families.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Two partnerships are on record, tiered support and minor.

• Leading Financial InstitutionssupportOthersMeridiana works with leading companies in the financial, legal, and real estate (finca raíz) sectors, as well as with suppliers that allow them to guarantee comprehensive patrimony management. These partnerships provide specialized services that complement the core wealth management offerings.
• Sumatoria, Investment BankingminorOthersFounding Partner Andrés Obregón Santodomingo is currently a senior partner at Sumatoria, Investment Banking, a leader in Colombia. This represents a professional network connection rather than a formal corporate partnership.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• LGT Capital Partners / LGT Wealth Management: Global private banking and wealth management group owned by the Liechtenstein princely family, serving UHNW families and family offices with comprehensive investment and advisory services. Broader incumbent with established cross-border LatAm and US presence.
• J.P. Morgan Private Bank: Global private banking arm of JPMorgan serving UHNW families with investment advisory, lending, and wealth structuring. Same client base but vastly greater scale, brand, and product breadth; competes for the same Latin American and US UHNW families.
• Goldman Sachs Private Wealth Management: Wealth management division of Goldman Sachs serving ultra-high-net-worth families, founders, and family offices globally. Overlapping client base with Meridiana, particularly Latin American and entrepreneur segments, at materially larger scale.

Direct peers

• Bessemer Trust: One of the largest US multi-family offices providing comprehensive wealth management, investment advisory, and family office services to UHNW families. Directly comparable category and client base, but at materially greater scale and brand recognition.
• Glenmede: Independent wealth management firm and multi-family office providing investment management, trust, and advisory services to UHNW families and institutions. Comparable independent, conflict-free model with multi-generational focus.
• GenSpring Family Offices: Large US-based multi-family office serving UHNW families with comprehensive wealth management, family governance, and investment advisory services. Same business model and target client as Meridiana, but at substantially larger scale.
• Aspiriant: Independent, fee-only wealth management firm serving UHNW families with personalized investment advisory, tax, and family office services. Closely aligned independent-ownership model and fee structure compared to Meridiana.
• Cresset Capital: Independent multi-family office serving UHNW entrepreneurs, families, and athletes with comprehensive wealth management, family office, and advisory services. Closely aligned peer with independent ownership and full-service MFO scope.
• Beacon Pointe Advisors: Independent, employee-owned wealth management firm and multi-family office providing personalized investment advisory, financial planning, and family office services. Comparable independent fee-only model and UHNW client focus.
• Alkimia Capital: Multi-family office where Meridiana's Senior Portfolio Manager Albert Rovira previously worked as investment analyst and portfolio manager. Same business model and category, with overlapping client profiles in the UHNW segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/meridiana-mfo

Revenue estimate

Valuation estimate

Number of profiles

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 Meridiana-MFO