Family office, investments, wealth management and business development solutions.
Experts in wealth management and family business management
We work with our clients to define and achieve their long-term goals, providing comprehensive solutions tailored to their needs. Guided by the principles and best practices of Wealth Management, we deliver transparent advice, focused on our clients' best interests.
Family office, investments, wealth management and business development solutions.
Experts in wealth management and family business management
We work with our clients to define and achieve their long-term goals, providing comprehensive solutions tailored to their needs. Guided by the principles and best practices of Wealth Management, we deliver transparent advice, focused on our clients' best interests.
What we do
We offer customized family office
and wealth management solutions.
Family business and wealth management strategy experts
We operate as a Family Office, which allows us to deliver comprehensive and bespoke financial management services, with a focus on maximizing returns and guaranteeing the generational transition.
Our extensive professional background, solid academic preparation and core values, allow us to offer an exceptional service in Wealth Management. We build independent, flexible and scalable solutions and business structures, customized for each family based on their history and experiences.
Investments, businesses, governments and financial structures - we simplify the complex.
We invite you to discover how a a global perspective on wealth management, business structuring and financial planning, based on establishing close relationships and a multidisciplinary, allow you to achieve your long-term objectives.
Wealth management
Comprehensive management of assets and financial resources to optimise performance and achieve long-term objectives.
Family Governance
Structuring and managing of the family governance to ensure continuity and alignment with the family interests.
Alternative and Structured Investments
Inclusion of non-traditional assets to diversify, mitigate risks in the portfolio and increase the visibility of expected returns.
Knowledge
At Ventum Group, our deep understanding of our clients' financial and personal context enables us to design financial strategies that reflect their aspirations and exceed their long-term goals.largo plazo.
Technology
The technology we used significantly increases the data provided for decision making and understanding of the portfolio, delivering, as required, information on maturities and cash flows, among others.
Commitment
Our commitment to excellence guides our every action. With a proactive approach and the highest standard of professionalism and ethics, we work towards our clients' goals.
Flexibility
We offer an innovative framework which adapts to the changing needs of the market, ensuring that our financial solutions are always aligned with our clients' objectives.
Team
Our team of professionals possess complementary skills, who work in a coordinated manner to offer a comprehensive service, delivering financial advice of the highest quality.
Platform
Our platform provides our clients with access to a broad investment ecosystem, offering access to a diversified network of opportunities for expanding their financial horizons.
At Ventum Group, we are redefining wealth management and business development for our clients. We offer bespoke financial solutions, designed to meet the specific needs and long-term objectives of each client. With extensive experience in family office, investments, wealth management and business development, we partner with our clients at every stage, ensuring that all decisions are perfectly aligned with their goals and values.
Value Proposition
Daniel Montalbetti
Client Relationship Manager FF.OO
TBA
Client Relationship Manager FF.OO
Nicolás Reitz
Client Relationship Manager FF.OO
Katherin Morales
Operation Analyst
Joaquín Mendoza
Senior Operations Associate
Who we are
A consolidated team of professionals, committed to achieving
the objectives established with their clients.
Why work with Ventum Group
The strategic partner for holistic asset management
and business development
We are more than a wealth manager at Ventum Group; we are a committed strategic ally in the overall success of our clients. We have a deep understanding of each family's needs and aspirations, addressing not only financial management, but also oversight and execution of strategies that encompass all their interests, from industrial and commercial businesses to real estate investments.
We integrate our vast experience in family office, investment management, estate planning and business development to offer customised solutions that are tailored to each stage of our clients' financial lifecycle. Our approach goes beyond simple management; we actively engage in every aspect of their asset management, ensuring that every decision is aligned with their long-term goals.
We solve the most complex challenges with innovative solutions and a personalised approach, delivering the trust and peace of mind our clients need to face the future with confidence.
We excel at ensuring a smooth generational transition, backed by a seamless, institutional-quality service that ensures the continuity and growth of your family's legacy.
We are certified and adhere certified and we adhere to the best practices and standards of corporate ethics.
Who we are
Daniel Montalbetti
Client Relationship Manager FF.OO
Nicolás Reitz
Client Relationship Manager FF.OO
Joaquín Mendoza
Operations Associate Senior
A consolidated team of professionals, committed to achieving
the objectives established with their clients.
Why is it important to establish an adequate Family Government and an investment policy consistent with your goals?
The process of identifying goals, both at the family and personal level, often requires a team capable of coordinating the involved members and the various service providers. At Ventum, we take an active role in facilitating this process by using innovative tools, promoting transparency and aligning the interests of all parties.
Who is our service for?
Ventum offers Family Office and Asset Management services, adapting to the specific needs of each family. Our modular approach is designed to address the complexity and depth of these needs, by combining transversal elements that form an integral part of our value proposition. This allows us to scale the best solutions developed at the industry level, from corporate structures to global investment products. In addition, we also provide services to Foundations and Endowments through special mandates.
What are the benefits of operating under an open architecture?
Once an investment policy is defined in the context of family or personal governance, we carefully evaluate the counterparties and service providers that will facilitate its execution. This allows us to have various interlocutors and intermediaries at the service of a common objective. Through education and the use of a universal language with our clients, we take advantage of the resources available in the financial market in terms of costs, products and services to make the incentives inherent in portfolio construction transparent. In this way, we promote efficiencies that are often unknown to our clients.
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FAQs
What are structured and alternative products, what is their importance in risk management in portfolios?
Structured Notes are an efficient vehicle to complement the risk management of the stock or debt market, using options together with bank treasuries; which allows - depending on the market context - to improve the risk-adjusted expected return profile. Together with the above, an alternative asset program allows you to increase the probability of achieving long-term investment objectives without giving up the strategy in inevitable moments of greater uncertainty, given its illiquid and diversifying nature.
By combining these instruments with traditional asset classes, investors can build more robust and balanced portfolios. However, it is important to note that these products and assets are often more complex and require detailed analysis and proper understanding before investing in them.
What technological resources does Ventum have at the user experience level?
We promote the use of a robust online platform where, in a timely manner, financial information can be accessed in a consolidated manner. Thus inviting our clients to live the experience of a global financial group.
What entity regulates and supervises Ventum Group? Under what security measures?
We are a financial institution regulated and supervised by the Financial Market Commission (CMF). Furthermore, as members of a global association of investment professionals -CFA Institute- we adopt codes that govern our practices based on the highest international standards. While, regarding security, our contracts ensure the confidentiality of our clients' information, while all records are maintained on our own server, provided by a world leader in data management.
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Contact Us
Our global investment platform delivers effective risk management, while maximising the benefits of diversification. We deliver solutions that are tailored to each client's specific needs, always prioritising their peace of mind and financial success.
Our priority is to establish long-lasting relationships, driven by shared interests and transparency and based on the best practices in Wealth Management.
Connect with our team of experts and find out how we can help you achieve your financial and business goals successfully.