FDI Family Office

Overview

FDI Family Office is a multi-family office headquartered in Montevideo, Uruguay, offering wealth management and financial advisory services to high-net-worth families across Latin America, Europe, and the United States. Founded in 1998 by engineer Mariano Sardáns, the firm traces its wealth origin to his investment advisory and asset-management career in the United States and Latin America. It provides fiduciary, tax, legal, and succession planning alongside portfolio management for high-net-worth families across Latin America, Europe, and the United States. The firm offers a comprehensive range of services, including asset management, multi-family office services, and fiduciary solutions. FDI Family Office is registered as an investment advisor in the United States, regulated by the Securities and Exchange Commission (SEC), and in Uruguay, regulated by the Banco Central del Uruguay (BCU). The firm's investment approach emphasizes independence, transparency, and a fee-only model, ensuring that all income is derived from agreed-upon fees paid by clients, without conflicts of interest. FDI Family Office's investment philosophy focuses on managing assets and wealth by integrating financial, fiscal, legal, and succession planning to enhance and protect clients' investments. The firm is committed to providing personalized solutions tailored to each client's needs, maintaining a strong emphasis on confidentiality and discretion. With a presence in multiple countries, FDI Family Office aims to deliver comprehensive wealth management services to its diverse clientele.