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Our multidisciplinary team integrates personal wealth, business interests, family priorities, governance, and long-term continuity within one coordinated planning framework. We serve clients in English and Spanish and collaborate with an established ecosystem of investment, tax, legal, insurance, and other professionals in the United States and internationally. Our approach brings structure, strategic perspective, professional judgment, coordination, and accountability to complex financial decisions.
Business Owners
Don’t let your business become your entire financial plan. Build personal wealth and liquidity outside the business so your financial security and your choices are not dependent on one asset or one source of income. A successful business should create greater freedom to live according to your values, spend time with family, pursue meaningful experiences, and build a portfolio of memories along the way.
High Earning First Generation
High income can create options, but only if you convert earnings into lasting wealth. Build liquidity, diversify beyond your paycheck, protect your income, and establish clear priorities for spending, investing, and supporting family. The goal is not simply to earn more- it is to create financial independence and a foundation that can endure beyond your generation.
Women & Female Leaders
Time is true wealth. Use your financial success to create greater control over your time, not simply a larger balance sheet. Build liquidity, invest consistently, protect your income, and create financial independence so your decisions about work, family, purpose, and meaningful experiences can be guided by your values rather than financial necessity.
Also: Executives, Latino
End of Life and Legacy Planning
You were successful at building your wealth. Now design how it will carry meaning across generations. A strong legacy plan does more than transfer assets- it creates a system of stewardship, communication, and responsibility that reflects your values, intentions, and the purpose behind what you built. The goal is not simply to leave wealth behind, but to help future generations understand why it was created, what it made possible, and how they can carry it forward responsibly.
Retirement Planning
Plan for retirement as a transition in cash flow—not simply as a date or an age. For business owners, retirement is also a transition of responsibility, authority, and ownership. Planning early for succession helps protect both personal financial independence and the continuity of the business.
Sudden Wealth or Inheritance
Before you decide what to do with sudden wealth, decide what you want it to make possible. Give yourself time before making irreversible decisions. First understand the assets, taxes, obligations, liquidity, and risks you have inherited; then build a diversified plan around your values, priorities, and long-term goals. Sudden wealth can create extraordinary opportunity, but its real value comes from converting it into lasting financial independence, meaningful choices, and a foundation you can steward responsibly.
Also: Buying a Home and Relocation, Early Retirement or Financial Independence
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Based in Santo Domingo, Dominican Republic, Patrimonial Group works with individuals, families, entrepreneurs, and business owners whose financial lives often involve multiple priorities, entities, professionals, and, at times, jurisdictions. Our approach begins with understanding the complete picture. We look at how your personal finances, investments, protection, estate planning, business interests, family priorities, and long-term goals fit together. What sets our practice apart is an integrated approach to financial planning, family governance, and wealth continuity. For entrepreneurial families in particular, personal wealth and business decisions cannot be planned in isolation. When specialized expertise is needed, we coordinate with accountants, attorneys, investment professionals, insurance specialists, and other advisers so that decisions are considered as part of one broader strategy. Clients can expect a structured, confidential, and collaborative process: clear priorities, thoughtful analysis, practical recommendations, coordination during implementation, ongoing monitoring, and accountability. The goal is not simply to manage financial decisions as they arise. It is to create greater clarity and a framework for making better decisions over time- for your wealth, your family, and its continuity.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Household Income Minimum
$250,000
Investable Asset Minimum
$2,500,000