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About Grupo SWM Solutions Wealth Management
Grupo SWM, or Solutions Wealth Management, is a financial hub that provides personalized financial and patrimonial solutions. The company operates as a multi-family office, focusing on high-net-worth individuals and families, as well as middle and corporate-sized businesses. Its services include wealth management, investment advisory, corporate banking, and wealth planning.
The company emphasizes tailored financial management and wealth preservation strategies. It offers independent wealth management services, strategic planning for succession and tax optimization, and investment strategies through partnerships like BTG Pactual. Grupo SWM is committed to delivering high-quality services through expertise and sustainable relationships, making it a significant player in the wealth management sector.
With an estimated revenue between $11 million and $100 million and a workforce of 51 to 200 employees, Grupo SWM has the capabilities to support its diverse client base effectively.
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