About
Understanding your world. Aligning your vision. Guiding your journey.
Yachtsman Wealth Partners helps internationally minded families navigate the complexities of global wealth with clarity and control.
Rooted in trust and fiduciary management, international corporate structuring, and cross-border planning, we work alongside clients and their advisers to ensure that structures are not only well-designed, but also executable, compliant, and sustainable.
We operate discreetly and comfortably across borders, working in English, Spanish, and Portuguese, and supporting families throughout Latin America, Mexico, the United States, and Europe.
Our core focus is Mexico and Latin America, where we work closely with families and their advisers across borders and generations. As family needs expand into the United States, Europe, or the Middle East, we draw on an expansive network of trusted specialists to ensure global reach with local execution—always under a single, coordinated framework.
Over the years, we have developed strong working relationships with tier-one private banks, asset managers, leading law firms, professional trustees, board members, and corporate service providers across multiple jurisdictions.
Our role is to coordinate among these stakeholders, bringing clarity, alignment, and momentum to complex cross-border projects so that strategy, governance, and execution progress smoothly and cohesively.
What We Do
Structuring wealth. Coordinating expertise. Delivering solutions.
We provide operational and strategic support across four core areas—always in close coordination with the client’s qualified tax, legal, and accounting advisers, and with implementation carried out through licensed professionals in each relevant jurisdiction.
International Wealth Structuring
Connecting jurisdictions. Strengthening governance. Supporting families.
We help families and their advisers navigate and implement cross-border holding, trust, and fiduciary structures by:
- Coordinating with domestic and international tax and legal advisers
- Supporting the design and implementation of multi-jurisdiction governance frameworks
- Reviewing trust deeds, governance mechanics, and succession provisions from an operational standpoint
- Interfacing with trustees, board members, corporate service providers, and private banks
- Preparing and coordinating Know Your Customer ("KYC"), Know Your Business ("KYB"), onboarding, and documentation packs
Our focus is on ensuring structures are not only technically correct but also practical to operate, adaptable over time, and aligned with long-term objectives.
Cross-Border Advisory & Execution Support
Bridging advisers. Clarifying decisions. Managing execution.
When families live, invest, or hold structures across multiple countries, day-to-day execution can become fragmented. We help by:
- Mapping existing structures, residency paths, and high-level reporting implications
- Coordinating communication between advisers across jurisdictions
- Managing onboarding processes with banks, custodians, trustees, and fiduciary providers
- Streamlining document requests, approvals, and workflow timelines
- Supporting the implementation of decisions agreed with tax and legal counsel
We act as a central point of reference so that families, banks, trustees, and advisers operate with clarity and cohesion.
Compliance, KYC & AML Support
Reducing risk. Enhancing rigor. Ensuring integrity.
For family offices, fiduciaries, and regulated fintechs, we support the design and refinement of practical compliance frameworks by:
- Crafting risk-based KYC and AML procedures
- Designing onboarding and verification workflows aligned with regulatory expectations
- Preparing internal policies, manuals, and operational checklists
- Supporting payment corridors and FX workflows while respecting licensing constraints
- Providing ongoing operational input as structures, volumes, or regulations change
We combine regulatory insight with an operator’s mindset, ensuring that policies are workable, scalable, and aligned with real-world conditions.
Concierge & Mobility Structuring for UHNW Families
Navigating jurisdictions. Expanding mobility. Preserving freedom.
Beyond structures and entities, Ultra and High Net Worth Individuals ("UHNW") families often need support with the practical realities of an international life. Through our network of duly licensed immigration, legal, and fiduciary partners, we coordinate:
- Investor residency programs in key jurisdictions
- Citizenship and residency by investment solutions
- Golden Visa type mobility frameworks
- Treaty-based investment structures (including E-2 compatible options), in partnership with U.S. and local counsel
- Pre-immigration planning coordination, ensuring alignment between tax, legal, and structuring teams ahead of major relocations
Our role is to ensure that mobility planning, wealth structuring, and operational requirements advance together.
Our Approach
Listening deeply. Mapping the route. Steering with precision.
Every family, structure, and jurisdictional footprint is unique. Our approach is built around disciplined listening, careful mapping, and quiet, effective execution.
Understand the Chart
We begin by reviewing the client’s current structures, objectives, jurisdictions of residence or interest, and the advisory ecosystem already in place.
Map the Route
Working with the client’s tax, legal, and banking advisers, we identify practical options—highlighting operational considerations, documentation needs, and potential friction points.
Coordinate Execution
Implementation is handled exclusively through licensed partners in the jurisdictions in which they operate, or through the client’s existing advisers. Our focus is coordination, documentation flow, and ensuring agreed milestones are met.
Ongoing Navigation
As residency, regulation, or family circumstances evolve, we help adjust structures, processes, and relationships so planning remains coherent, compliant, and aligned with long-term objectives.
Who We Serve
Global families. Cross-border entrepreneurs. Trusted advisers.
We primarily support:
- High and ultra-high-net-worth families in Mexico and Latin America
- Entrepreneurs and business owners with cross-border operations and holdings
- Families utilizing trusts, holding companies, or foundations across civil and common-law jurisdictions
- Single and multi-family offices requiring external structuring or compliance support
- Trust companies, fiduciaries, and regulated fintechs seeking cross-border operational expertise
We are often brought in by an existing advisers (private banker, trustee, law firm, or asset manager) to help move from intention to implementation with clarity and precision.
Professional Scope & Disclaimer
Clear boundaries. Trusted partners. Responsible execution.
Yachtsman Wealth Partners does not provide tax, legal, or accounting advice. All analysis and guidance are informational and operational in nature.
Implementation, amendments, or jurisdiction-specific actions are carried out exclusively through duly licensed partners, or through the client’s own qualified advisers, who remain responsible for all legal, tax, and regulatory determinations.
Clients should consult their tax, legal, and accounting advisers before undertaking any structuring, residency, or investment decisions.