Strategic decisions for growth

Companies

We are an independent Colombian investment banking firm that provides advisory services since 1997 on arranging financing and on M&A.




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Families

Genesis is an independent multi-family office, composed by a group of professionals from different areas engaged in comprehensive family wealth management*. As an independent company, we are able to support our clients without any conflicts of interest with the sole purpose of protecting their interests.


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Suitable assistance to achieve your goals.



Over 20 years of experience in investment banking and wealth management

Our experience includes more than 70 different private business valuation and sale projects, financings, loan portfolio projection and analysis, and valuation of intangible assets, among others. Our extensive experience in investment banking, as well as in wealth management of several Colombian families, has provided us with the necessary skills to offer our clients Family Office services with the highest market standards.



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* Genesis does not provide services deemed as financial intermediation services or securities intermediation by Colombian regulations and it is not subject to the surveillance of the Colombian Financial Superintendence. Genesis may support its clients with the understanding of financial products and services offered by financial institutions under surveillance of the Colombian Financial Superintendence. Advisory activities offered by Genesis include specialized advice excluded from securities intermediation activities set forth in Decree 2555 of 2010. Our services do not include the offering of services or advice on securities registered in the National Registry of Securities and Issuers. Genesis does not promote products or services from foreign financial institutions.