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INVESTMENTS
GROUP
REIMAGINING TOMORROW
INVESTING NOW
W INVESTMENTS GROUP IS A PRIVATELY-OWNED WEALTH MANAGEMENT FIRM WITH A SPECIALIZED FOCUS ON ALTERNATIVE ASSETS.
THE FIRM SERVES HIGH-NET-WORTH INDIVIDUALS, AND FAMILIES BY HELPING THEM GROW AND PRESERVE THEIR MULTIGENERATIONAL WEALTH.
WE WORK CLOSELY WITH OUR CLIENTS TO DEVELOP TAILORED INVESTMENT STRATEGIES THAT INCORPORATE A RANGE OF TRADITIONAL AND ALTERNATIVE ASSETS, INCLUDING PRIVATE EQUITY, PRIVATE CREDIT AND REAL ESTATE.
WITH CLIENTS ACROSS THE AMERICAS, THE FIRM HAS A STRONG PRESENCE IN THE UNITED STATES, BRAZIL, URUGUAY AND PARAGUAY.
GIVEN ITS INTERNATIONAL FOOTPRINT, THE FIRM IS WELL-EQUIPPED TO HELP CLIENTS NAVIGATE THE COMPLEXITIES OF THE GLOBAL FINANCIAL LANDSCAPE.
W INVESTMENTS GROUP MAKES IT SIMPLER TO BUILD WEALTH BY STRATEGICALLY ALLOCATING AND REINVESTING ON REAL ASSETS.
SERVICES:
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FINANCIAL PLANNING
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PORTFOLIO AND INVESTMENT MANAGEMENT
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TAX AND ESTATE PLANNING
WEALTH MANGEMENT
REAL ESTATE
THE FIRM SEEKS TO INVEST IN PROPERTIES EXCEPTIONALLY LOCATED THROUGHOUT THE REGIONS WHERE IT OPERATES. THE PROPERTIES INCLUDE MULTI-FAMILY, COMMERCIAL AND INDUSTRIAL.
AT W INVESTMENTS GROUP WE ARE CONTINUOUSLY SOURCING OPPORTUNITIES WITHIN OUR NETWORK, IN ORDER TO HAVE HIGH-QUALITY INVESTMENTS TO CHOOSE FROM ON REAL ASSETS.
OUR INVESTMENT STRATEGY IS CENTERED AROUND A THOROUGH UNDERSTANDING OF OUR CLIENTS' RISK PROFILES.
TO ACHIEVE THIS, WE HAVE IDENTIFIED THREE AREAS FOR INVESTMENT THAT ALIGN WITH OUR CLIENT'S NEEDS.
THE FIRM INVESTS IN PROPERTIES THAT GENERATE STABLE AND PREDICTABLE INCOME STREAMS FOR OUR CLIENTS. THESE PROPERTIES ARE TYPICALLY ALREADY LEASED TO HIGH-QUALITY TENANTS THAT HAVE A PROVEN TRACK RECORD OF GENERATING RELIABLE CASH FLOWS, THESE INCLUDE MULTI-FAMILY PROPERTIES AND TRIPLE NET LEASE CONTRACTS.
INVESTMENT STRATEGY
CONTACT
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