Founded in 2011, TAELOS Financial Partners operates as an independent, SEC-registered investment adviser and multi-family office. The firm is dedicated to serving a select group of high-net-worth families, with a strong focus on clients in Latin America. Its mission is to preserve and grow wealth across generations by providing comprehensive and integrated services, including bespoke investment management, wealth structuring, family governance, and philanthropic advisory. TAELOS emphasizes building long-term, trust-based partnerships with its clients through a holistic and conflict-free approach to wealth management.

Founded in

United States