Empowering families to build, protect, and transmit their legacy
A multifamily office that moves forward with you, guided by commitment, vision, and purpose
Value Proposition
At Veltria, we support high-net-worth families in preserving, developing, and projecting their legacy. Our approach combines independence, strategic vision, and a deep understanding of each family's history and aspirations.
Veltria Advisors works with families whose wealth structures are complex and often involve multiple banks and multiple asset classes. We provide integrated oversight and strategic guidance with a long-term perspective.
Our Three Service Pillars
Through a structured methodology, we deliver a personalized advisory process built on three key pillars that allow us to structure, optimize, and support the sustainable growth of our clients' wealth.
1. Investment Advisory Process
We optimize investments through rigorous selection of banks, custodians, and asset managers. Our focus is on the key drivers of portfolio performance: appropriate diversification, cost efficiency, and alignment with each family's financial objectives.
2. Wealth Planning and Structuring
Through strategic partnerships with renowned experts, we provide access to top-tier specialists in tax advisory, estate planning, and wealth structuring, who combine deep technical expertise with a thorough understanding of the unique needs of each family.
3. Exclusive Access to Investment Opportunities
We provide select clients with access to exclusive opportunities in private markets and alternative investments that are typically available only through specialized networks.
Regulation and Oversight
Our office is located in Miami, and we are registered as a Registered Investment Advisor (RIA) in the United States, under the supervision of the U.S. Securities and Exchange Commission (SEC).
This SEC oversight ensures that every investment decision adheres to the highest standards of integrity and security in the industry.
Enduring Institutional Backing
Veltria is part of IFS, the financial division of Intercorp, one of the most relevant business groups in Latin America with operations in sectors such as banking, healthcare, consumer services, education, and more.
This institutional backing allows us to combine the strength of a major financial conglomerate with the agility and personalization of an independent advisory team.
Through its ecosystem of leading companies across financial services, retail, education, healthcare, and other sectors, Intercorp positively impacts the lives of millions of people.
Intercorp Perú Ltd. in Figures (December 2025)
Why Work with a Family Office?
Families with complex wealth structures benefit from an independent partner capable of providing a consolidated, strategic perspective.
Well-defined and disciplined processes
Especially valuable in times of uncertainty, when intuition alone is not enough.
Clarity over complexity
We prioritize transparency and real value over unnecessary sophistication.
Professional management of providers
Prioritizing efficiency and delivering better outcomes than engaging individual experts independently.
Active protection
Against risks, excessive costs, and conflicts of interest, always safeguarding the client's best interests.
Long-term strategic vision
Focused on the bigger picture rather than fragmented decisions.
Transparent compensation model
Compensated exclusively by the client, eliminating conflicts of interest and ensuring full alignment of interests.