About Us
A family dedicated to finance, with a global vision and personalized attention.
We are a financial advisory firm with more than 70 years of history, built on the values of trust, experience, and personalized dedication. For three generations, we have accompanied our clients in managing their wealth with a strategic, tailored, and client-focused approach.
Our story began with José Salvador Maurice and continues with his children and grandchildren. Three generations dedicated to the financial world with a shared vision: professionalism, commitment, and trust.
OUR MISSION:
Our family and professional trajectory allows us to offer an exclusive approach: technical expertise with a human touch. We believe that every financial decision must be made with intelligence, but also with empathy and commitment.