Who We Serve
Expert Services for Institutional Clients, Entrepreneurs, Puerto Rico and Act 60 Individuals, International Families, and Sports & Entertainment Professionals.
Institutional Clients
Tiempo Capital brings full-service and customized capabilities to Foundations, Charity Organizations, Endowments and Government Entities.
Outsourced Chief Investment Office: We oversee and manage your investment portfolio as well as monitor risk and provide liquidity analysis while adhering to your Investment Policy Statement and specific goals in mind.
Investment Policy Statement: We help you craft and manage your IPS and follow effective best practices including spending policy, objectives and risk tolerance as well as investment restrictions.
Investment Policy Statement: We help you craft and manage your IPS and follow effective best practices including spending policy, objectives and risk tolerance as well as investment restrictions.
Entrepreneurs and Business Owners
Tiempo Capital tailors services to help entrepreneurs transition from business success to sustainable personal wealth.
Growth to Wealth Transition
We facilitate your shift from reinvestment in your business to personal wealth accumulation:
Business Growth Conversion: Strategic planning converts business value into personal wealth.
Asset Diversification: We assist in diversifying assets to enhance your investment portfolio.
Asset Diversification: We assist in diversifying assets to enhance your investment portfolio.
Liquidity Strategies
Managing liquidity effectively post-business sale maximizes asset productivity:
Smart Liquidity Management: Guidance on capital management post-sale to meet both immediate and long-term financial goals.
Investment Strategies: We develop investment strategies post-sale, tailored to your risk tolerance and financial objectives.
Investment Strategies: We develop investment strategies post-sale, tailored to your risk tolerance and financial objectives.
Tiempo Capital’s comprehensive services ensure the wealth you’ve built in your business is effectively transitioned to secure your financial future and legacy.
Puerto Rico clients and ACT 60
Tiempo Capital has catered to the Puerto Rican market for many years. We understand the intricacies, tax implications, and estate planning considerations that distinctly apply to Puerto Rican as well as ACT 60 clients.
Puerto Rico
During the last decade, client portfolios have had to transition from a primary focus on Puerto Rico debt to a more diversified asset allocation. As such, correct account titling has become very important. We have been in the capital markets space collectively for over 40 years and have extensive experience managing diversified, multi-strategy portfolios, considering proper asset ownership.
ACT 60
We specialize in creating bespoke, tax optimized portfolios for ACT 60 individuals and their families. These range from core portfolios to individually managed strategies, as well as Puerto Rico sourced income investments in the muni and private credit space.
Custody
We work with the world’s safest and most established banks and financial firms providing clients in the Island the opportunity to custody their assets with renowned institutions, otherwise not available in Puerto Rico.
International Families & Executives
Tiempo Capital specializes in financial solutions for international families and executives, ensuring effective wealth management across borders. We also work with international clients transitioning domicile to the US and help them navigate the intricacies of pre-immigration and international tax planning.
Navigating Global Wealth
We offer comprehensive strategies for managing global assets:
Strategic Wealth Management: Plans tailored to different market and tax jurisdictions.
Estate Planning Across Borders: Expertise in international laws to protect and efficiently manage your global estate.
Strategic Wealth Management: Plans tailored to different market and tax jurisdictions.
Estate Planning Across Borders: Expertise in international laws to protect and efficiently manage your global estate.
Expert Financial Integration into the U.S.
We assist with the integration of international assets into the U.S. financial system:
Asset Adaptation: Guidance on transferring and optimizing assets within the U.S.
Regulatory Compliance: Management of compliance and reporting requirements in the U.S.
Sports & Entertainment
Tiempo Capital specializes in financial services for sports and entertainment professionals, tailored to the unique aspects of your careers.
Customized Wealth Management Plans
We tackle the unique financial challenges in your industry:
Adaptive Income Strategies: We develop plans responsive to fluctuating incomes, focusing on growth and preservation.
Investment Diversification: We create portfolios suited to career transitions and long-term stability.
Retirement Planning: Strategies to ensure financial security well beyond active career years.
Adaptive Income Strategies: We develop plans responsive to fluctuating incomes, focusing on growth and preservation.
Investment Diversification: We create portfolios suited to career transitions and long-term stability.
Retirement Planning: Strategies to ensure financial security well beyond active career years.
Discreet Wealth Protection
Our services ensure the utmost privacy:
Confidential Management: Strict measures to protect your personal and financial information.
Strategic Financial Moves: Decisions made with utmost discretion to safeguard your public image.
Tiempo Capital is committed to supporting the distinctive financial needs of the sports and entertainment sectors, ensuring your financial management is as proficient as your professional life.