SaQue Consulting

Institutional
wealth management
for those who demand more.

Investment strategy, financial governance, and capital structuring — delivered with the discipline of Mexico's leading family offices, without the institutional overhead.

Our Services Get in Touch
Our Focus

Capital. Governance. Legacy.

Protecting and growing wealth across generations — with a hands-on approach and institutional-grade rigor.

4
Core Services
12+
Global Partners
MX
Based
International
Standards
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SaQue Consulting
10+
Years of institutional experience
About

The expertise behind the firm.

SaQue Consulting was founded to bring institutional-grade financial management to businesses and families that have long deserved it — but couldn't access it without the overhead of a full in-house team.

"I built this firm on the belief that the discipline and rigor used to manage the most sophisticated family offices in Mexico should be available to every serious investor and entrepreneur."

SaQue was built on a simple observation: the most sophisticated financial management in Mexico was locked behind institutional walls. The experience of working inside those walls — and seeing what truly moves the needle for families — is what drives every engagement we take on.

Senior investment roles within Mexico's private wealth management sector
Multi-asset portfolio management with international standards
Corporate governance and generational wealth transfer expertise
Network of Tier 1 financial institutions — global and Mexican market
What We Do

Four disciplines.
One integrated vision.

Every service is designed to work independently or together — delivering coherent, long-term financial strategy at every stage of your journey.

01

Family Office

Institutional-grade patrimonial structuring and corporate governance, built on the same framework used to manage multi-generational wealth at Mexico's most prominent family offices.

  • Investment strategy & governance design
  • Generational wealth transfer
  • Corporate structure optimization
  • International compliance & reporting
02

CFO as a Service

Senior-level financial leadership — financial models, budgets, valuations, and board participation — without the cost or commitment of a full-time hire. Ideal for growth-stage and family-owned businesses.

  • Financial modeling & projections
  • Business valuation
  • Independent Board Member participation
  • Budget design & variance analysis
03

Financing Structures

Bespoke credit and financing design to reduce your cost of capital, improve operational liquidity, and protect against insolvency risk — backed by a network of leading global institutions.

  • Credit structure design & optimization
  • Debt minimization strategy
  • Liquidity & cash flow management
  • Access to institutional credit facilities
04

Investment Portfolios

Low-cost, high-discipline portfolio construction tailored to your specific risk tolerance, return objectives, and liquidity needs — with full transparency and client-led decision authority.

  • Multi-asset allocation strategy
  • Risk-adjusted portfolio construction
  • Performance monitoring & reporting
  • Client retains approval over all decisions
Our Approach

How we work with you.

Every engagement begins with understanding — not assumptions. We take the time to map your full financial picture before recommending any strategy.

Start a Conversation
01

Discovery

We begin with a confidential diagnostic session to understand your current financial structure, objectives, and risk profile. No templates — every client starts from a blank page.

02

Strategy Design

We build a tailored financial strategy — whether that's a governance framework, a portfolio architecture, or a financing structure — aligned with your long-term vision.

03

Implementation

We execute alongside you, coordinating with our network of institutional partners to bring the strategy to life efficiently and cost-effectively.

04

Ongoing Advisory

We stay engaged. Markets, regulations, and business realities evolve — we provide continuous oversight and adapt your strategy as needed.

In Action

See how we work.

A brief overview of our approach, our process, and what it means to have institutional-grade financial management working for your family.

Client Portal

Your family's financial picture. Always on.

A private, secure portal where every member of your family can access real-time KPIs, portfolio dashboards, and reporting — all in one place, with institutional-grade clarity.

  • Real-time portfolio performance & KPIs
  • Interactive Power BI dashboards
  • Per-member access with privacy controls
  • Documents, reports & governance records
View Portal Demo
portal.saqueconsulting.com
AUM Total
$42.6M
YTD Return
+8.3%
Cash
$3.1M
Portfolio Performance
Power BI Dashboard

Ready to think about your wealth differently?

Whether you're structuring a family office, building a portfolio, or need a senior financial voice on your board — let's talk.

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Contact

Let's start a conversation.

Every client relationship begins with a confidential, no-obligation conversation. Tell us where you are — and where you want to go.

Phone / WhatsApp
+52 (833) 311 9007
Availability
Monday – Friday, 8:00 AM – 7:00 PM (CST)