A BETTER APPROACH IS A TOGETHER APPROACH



The power of togetherness inspires us.
We are devoted to the needs of enterprising, multi-generational families.



LET'S DO THIS TOGETHER



OUR XUNTOS PHILOSOPHY



Creating your wealth has required focus and expertise and a lot of effort...safeguarding it does as well.



Our Mission



To help your family navigate the increasingly complex financial and regulatory waters that stand between you and your legacy.



Our Purpose



To empower families to focus on what really matters to them.



Our Promise



To deliver transparency, efficiency, expertise, and perfectly aligned interests in all matters relating to you and your family's financial endeavors.



Together... you thrive!





CLIENTS



Our boutique services are perfectly tailored to the needs of enterprising, high net worth individuals and families.



A Xuntos client values...



Safeguarding and
growing wealth



Receiving timely and clear
reporting



Making fully informed and data-driven decisions



Understanding the fees and the returns you are incurring



Gaining access to new and attractive investments and asset classes



Enjoying community and knowledge sharing with like-minded and successful families



REGAIN CONTROL OF YOUR WEALTH AND MAXIMIZE THE RESOURCES AT YOUR DISPOSAL



SERVICES



Objective, clear direction and certainty in uncertain times.



INVESTMENT





Consolidation, allocation, optimization and

risk management



ESTATE





Planning, structuring, governance



LIFESTYLE





Management, education, administration



ENTERPRISE





Strategy, financial analysis, business development



SECURE YOUR FUTURE AND THE FUTURE OF GENERATIONS TO COME



APPROACH





Our ability to serve you requires us to listen intently to understand you and your evolving needs at every step of your family's journey.

We work together with your existing team of bankers and tax/legal advisors to exponentiate the service and value delivered to you.



DISCOVER



The values and priorities of your family; insights into family dynamics, structure, and goals; current state of business and financial holdings



CODIFY



Key principles that will govern your family’s decisions going forward



CUSTOMIZE



Your portfolio strategy and identify areas to consolidate and optimize fees and banking relationships



EXECUTE



Deployment of capital and key plans related to estate



OPTIMIZE



Your portfolio and strategic plans as market conditions and family dynamics shift



THE XUNTOS DIFFERENCE



The 5 factors that set us apart are the same factors that enable us, together with you, to protect what really matters.





Transparency & Objectivity



A holistic and unbiased perspective to inform and guide all of your financial decisions







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Trust & Discretion



We strive to build a relationship based on confidentiality and care regarding your family’s information and customized plans





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Passion



Our dream has always been to apply our skills and experience to help families safeguard their futures





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Data-Driven



Customized plans and strategies are based on thorough research, data science, and scenario analysis





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Experience



We bring you the expertise required for your specific needs



OUR BEST INTEREST IS TO PROTECT YOURS



TEAM



We are family helping families



Ulises
Walker



Managing Partner



Juan
Walker, CFA



Managing Partner



CONTACT US





We will be glad to hear from you!










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MEXICO CITY / CHICAGO



xuntos@xuntoscapital.com



WELCOME TO SPACER



20% DISCOUNT ON YOUR FIRST MONTH










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