Our Management Team

The Team Behind the Strategy

David Osio

STRATEGIC LEADERSHIP & DIRECTION

Lawyer with specialized studies in International Banking Law. His outstanding career as a Legal Advisor and his deep banking knowledge,  allowed him to occupy the position of Vice- president of Commercial Banking in Banco Latino International (BLI). Thanks to the expertise achieved during his complete training with the Swiss Bank Corporation and the American Banking Association, Mr. Osio founded one of the first financial boutiques and multi- family offices in Latin-America in 1993, being one of the few firms with the title of Financial Intermediary Agent of the most recognized banks worldwide. Since then, David has developed the concept of independent financial advisor in international markets through the creation of independent and licensed companies in the main investment capitals: Geneva, New York, Miami, Brazil and Panama.

Our Strategic Allies

Anabella Miro

INTEGRATED ESTATE PLANNING

Anabella Miró is a Panamanian attorney, holding a degree in Law and Political Science,
a Master’s degree in International Environmental Law, and continuous professional
training in Anti-Money Laundering (AML) policies and Fintech. She has more than two
decades of experience in corporate, regulatory, and compliance law within international
business and financial environments. She currently serves as a legal advisor
specializing in the design, structuring, and administration of financial and wealth
planning strategies for international entrepreneurs and families. In this role, she
contributes to the legal structuring of asset protection strategies, succession planning,
and tax optimization, working alongside multidisciplinary teams and strategic partners
across major international financial centers.

Let’s talk about your project

Reach out to us!