Coral Gables · Mexico · Latin America

Cross-border advisory for families and companies in Mexico & Latin America.

Local knowledge, international perspective and one team that follows each mandate from first conversation to closing.

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13+Years in the region

6Advisory lines

2Sides of the border

Executive boardroom overlooking a city at dusk

13+years advising clients in Mexico and Latin America

About us

A professional team built in the region.

Prosperitate is a team specialized in Mexico and Latin America, with more than 13 years of experience and a track record across the region.

On-the-ground knowledge of local markets, regulation and counterparties.
Access to international opportunities from our base in Florida.
Every engagement designed around the client, never a standard product.

Services

What we do

Six advisory lines that work together, so planning, investment and transactions are coordinated rather than handled in isolation.

Financial planning

Long-term planning for individuals, families and business owners with interests in more than one country.

Investment strategy

Portfolio strategy and allocation advice aligned with objectives, horizon and risk profile.

International diversification

Exposure across jurisdictions and currencies to reduce concentration in a single market.

Cross-border tax coordination

Planning coordinated with licensed tax counsel in each jurisdiction, so decisions hold up on both sides of the border.

Real estate advisory

Acquisition, holding and divestment of property across borders, from due diligence to closing.

Tailored mandates

Engagements sized to each client, from a single transaction to ongoing advisory.

International markets

Local depth, global reach.

Mexico & Latin America

A dynamic, professional team with more than 13 years of experience and a proven record in the region.

Global reach

Experience in international markets to identify opportunities beyond a single country.

Personalized strategy

Solutions built on local knowledge and global insight.

Core marketLatin America coverageUnited States

Why the corridor matters

The largest trade relationship of the United States.

Mexico has been the top U.S. trading partner in goods. The corridor we work in keeps growing.

$0 bn

U.S.–Mexico goods trade in 2025, a record for the relationship.

Sources: Congressional Research Service, U.S.-Mexico Trade Relations (IF11175); U.S. Census Bureau data as reported by FreightWaves. Total goods trade, current USD.

How we work

One process, start to finish.

Each mandate follows the same disciplined path, so you always know where things stand.

Diagnosis

We map assets, objectives, jurisdictions and constraints before recommending anything.

Structure

We design the strategy and coordinate the specialists each country requires.

Execution

We lead negotiations, documentation and closing with every counterparty.

Follow-up

We review results and adjust as markets, rules and family needs change.

Track record

Transactions, end to end.

Business acquisitions and sales in Latin America

We have guided clients through the purchase and sale of companies across Latin America, drawing on our market knowledge and network.

Strategic support

From identifying the opportunity to negotiating terms, we support each transaction from start to finish.

Important notice

The content of this website is for general information only and does not constitute investment, tax or legal advice, nor an offer or solicitation to buy or sell any security or financial product. Any engagement is subject to a written agreement and to the laws and registrations that apply in each jurisdiction. Tax and legal matters are coordinated with independently licensed professionals.

Past results do not guarantee future outcomes. Prosperitate never requests deposits to personal accounts, passwords or verification codes; if you receive such a request in our name, do not respond and contact us at the address above.