Independent Wealth Advisory for Cross-Border Families.
An independent multi-family office helping families manage investments, structures, and wealth across countries and generations.
We work with families and individuals managing wealth across countries, businesses, and generations.
Families with international assets and structures
Families with investments, entities, and assets across multiple countries.
Learn moreEntrepreneurs after a business exit
Transitioning from business ownership to long-term wealth management
Learn moreFamilies preparing the next generation
Helping families create continuity across generations through planning, governance, and education.
Learn moreAs wealth grows, complexity grows with it.
Multiple custodians with no consolidated view
Advisors working independently
International structures with limited coordination
Illiquid assets without clear visibility
Nuclo Wealth brings structure, coordination, and long-term strategy together through a unified approach.
Our services
Integrated wealth advisory across investments, structures, and generations
Outsourced Chief Investment Officer
We act as an independent investment office, helping coordinate investments, structures, liquidity, and long-term wealth decisions.
Explore serviceWealth Management
Long-term investment management across public and private markets, aligned with each client’s objectives, liquidity needs, and overall wealth structure.
Explore serviceIndependent advice aligned with long-term continuity and wealth preservation.
Our model
A more aligned approach to wealth advisory.
01
Independent
No proprietary products. No hidden incentives. Advice aligned with your long-term interests.
02
Long-Term Focused
Investment decisions built around long-term continuity, liquidity needs, and family objectives.
03
Holistic
Investments, structures, tax advisors, and long-term planning working together under one coordinated approach.
Our team
The people you trust with what matters most.
With more than 25 years of experience advising families of notable, largest names of cross-border assets and estates.
Carlos Hernandez
Founder & Chief Investment Officer
Maria Rodriguez
Principal, Wealth Management
David Chen
Director, Investment StrategyHow we help
Helping families organize wealth with clarity and structure.
01
Understanding Your Wealth
A complete view of your assets, structures and goals.
02
Structuring & Organization
Reviewing entities, tax structures and ownership.
03
Investment Strategy
Defining the investment and governance framework.
04
Execution & Coordination
Ongoing implementation, follow-up and reporting.
Wealth Structures
The pressure on wealth structures is intensifying. Here is what families with cross-border assets need to know.
As regulatory and tax environments shift across jurisdictions, families with international structures face growing coordination demands.
Carlos HernandezInsights
Ready to bring institutional clarity to your family wealth?
We work with a limited number of families so we can genuinely and fully commit to them.