Patagonia Wealth Advisors is the Registered Investment Advisor subsidiary of Patagonia Financial Holdings
Patagonia Wealth Advisors’ goal is to provide each of our client families with personalized investment strategies, while also overseeing the network of specialized professionals such as tax accountants, lawyers, and insurance agents, needed to truly manage a family’s wealth.
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Patagonia Wealth Advisors strives to provide the undivided personal attention of a dedicated family office while delivering the benefits of sharing collaborative ideas and mutual costs of a multi-family office.
The family office concept has its roots back in the 6th century. The modern day concept was developed in 1838 when the family of J.P. Morgan founded the House of Morgan and in 1882 it served as a model for the Rockefeller’s family office which survives today.
In the 1980s and 90s rapid technology developments within the financial markets and the consolidation of the financial services industry eroded the ability of bank trust departments to provide the level of services wealthy families had traditionally turned to them for. As these families began to seek out alternative arrangements for wealth management, the multi-family office concept took hold. The multi-family office concept allows several families to benefit from the team of dedicated specialists today’s markets demand while defraying the high operating costs and regulatory burdens of the traditional family office.
Patagonia Wealth Advisors provides a suite of services which are tailored to specific the needs of each of our families. Our services include:
American Regional Center Group LLC (ARCG) provides sound and reliable EB-5 investment opportunities for foreign investors and their families who wish to obtain permanent residency in the United States.
ARCG’s partners have significant financial structuring and investment experience which has been applied to projects in sectors such as Real Estate, Renewable Energy, Food/Protein, Infrastructure, Marketing and Technology. ARCG uses its specialized knowledge to bridge the gap between investors and developers in order to meet their needs.
ARCG manages an expanding portfolio of Regional Centers focused on meeting the increasingly rigorous demands of the EB-5 investor. Projects are managed through our designated Regional Centers that are fully approved by United States Citizenship and Immigration Services (“USCIS”).