The care you deserve doesn’t end with your portfolio.

Families who work with us know they can call us for more than just their investments. Over time, we become a trusted partner for resolving whatever needs to be resolved—with discretion, agility, access to the right people, and the same dedication as always.

We handle both local and international matters: administrative procedures, dealings with public and private agencies, and coordination of situations that require sound judgment and reliable connections in Peru and abroad.

We don’t operate with a fixed list of services. We’re here to help, and we have the experience to do it right.

A well-managed estate doesn’t leave anything to chance. It is organized, structured, and carefully managed.

Banks, custodians, trustees, attorneys, accountants, and structures across different jurisdictions. Coordinating all of this simultaneously is complex, and a single overlooked detail can have major consequences. We organize everything so you can focus on what matters.

What We Do:

We manage the day-to-day operations of your family’s wealth, ensuring that every structure, entity, and transaction remains in order and in compliance with regulations. We coordinate with all relevant parties—both local and international—so that nothing falls through the cracks.

Services:

• Compliance and Operations: We keep your structures and entities up to date in every jurisdiction where you operate, from documentation to addressing regulatory requirements.
• Complementary Investments: Guidance on direct investments, local and offshore real estate opportunities, liquidity transactions, and access to projects outside the traditional financial market.
• Wealth Structuring: Design and implementation of trusts and estate planning structures. Incorporation of companies, prenuptial and postnuptial agreements. Always with the right specialists for each jurisdiction.

Knowing exactly what you have, where it is, and how much it costs you. This is the foundation for building your wealth optimally.

When your assets are spread across multiple banks, custodians, and structures, maintaining an accurate and up-to-date overview is a task in itself—one that few do well and whose absence has tangible consequences for decision-making.

What we do:

We consolidate all your assets on a single platform, regardless of where they’re held. You get a clear, comprehensive, and real-time view of all your assets: investments, accounts, structures, and currencies.

In addition, we reconcile every transaction on a regular basis. We detect errors, identify costs that sometimes go unnoticed, and show you precisely what you’re actually paying—and what you’re actually earning.

Technology:

To do this effectively, we use a technology platform that receives data directly from multiple sources, standardizes it, and validates it daily. The result is high-quality, consistent, and always up-to-date data, so you can make decisions based on real information, not estimates.

The best investment opportunities don’t just come along on their own. They come with the right team.

Effectively managing a substantial fortune requires more than just a well-diversified portfolio. It requires a team with its own judgment, real-world market experience, and access to opportunities that aren’t available through traditional channels.

At Proximus, we’ve built that team. Professionals trained at the world’s leading financial institutions, who today work exclusively for the families who trust us. No distractions. No other priorities.

Exclusive Access

Many of the best investment opportunities—private equity, pre-IPO deals, restricted-access funds—aren’t available to individual investors, no matter how much wealth they have. They are reserved for large institutional investors.

Because we manage the combined wealth of several families, we sit at that same table. And everything we negotiate there, we share with those who trust us.

Four Pillars:

• Active Positioning: We closely monitor the markets and adjust our strategy when it makes sense—calmly and with conviction, not out of artificial urgency.
• Manager selection: We seek out the world’s best managers for each asset class. We analyze them in depth before recommending them, and we continue to monitor them afterward.
• Diligence in every idea: Before any opportunity makes it into your portfolio, it goes through our filter. We ask ourselves the same