Join the Club and understand what is happening in the markets, with sound judgment. Make your investment decisions with better information.
Live sessions with Miguel and the team to go from watching the market to making decisions with a method. Limited seats, in person or online.
Markets on our live streams: current affairs, macro, bonds and stocks, interviews and investment strategy. New shows every week on our YouTube channel, the economy explained plainly.
More than a decade working with Argentine investors: our story, our milestones and the team that will work with you.
Founder and public face of the firm. Economist, educator and a leading public voice on markets and investing.
Miguel Boggiano Founder
You built a business from the ground up and accumulated real wealth. But between running the company, taking care of your family and watching the market move, you need someone who understands your business before talking about your money — and who will be accountable to you for the next 15 years.
We don’t ask you to come to our office. We go to yours — the warehouse, the workshop, the showroom — because understanding the business is the only honest way to advise on the wealth it created.
An in-person visit to your business. We see how it works, what cycles it goes through, who your team is and where the cash flow that feeds your wealth comes from.
One of our first conversations is about where the company ends and you begin. Without that, no wealth strategy is possible.
We help you project all three paths — and make decisions based on real information, not impulse.
A senior advisor with a name, a face and a direct WhatsApp line. They know you, your company and your family. No gatekeeping assistants, no revolving door of account officers.
How we get to know you ›Accounts in your name at top-tier Argentine brokers (ALyCs), well-chosen vehicles and a transparent fee.
See the structure ›We coordinate with your accountant and your lawyer so there’s a single strategy. Estate planning, trusts when appropriate, everything in writing and documented.
Explore legacy planning ›We’re independent, registered with the CNV (Argentina’s securities regulator) and we charge a transparent fee. We only recommend what makes sense for your situation.
We don’t sell bank products or hidden promises. Our only incentive is for you to do well, so you remain a client for the next 15 years.
What independence means ›You work with a senior advisor who is personally accountable to you. Meetings in person at your company or at our Buenos Aires offices, over video, or wherever suits you best.
Meet the team ›Portfolio planning with active strategies and local advice: you choose the vehicle that fits the size of your wealth and your real risk tolerance — not the one a questionnaire says you have.
Compare services ›We sit down with your accountant and your lawyer so there’s a single strategy — no loose ends, no duplication and no gaps.
The company was your vehicle. Your wealth is what remains when the company is gone — or when you’re no longer the one running it. Let’s work together so that what took you 25 years to build keeps providing for your family for the next 50.
Talk about your legacy →
They’re the same questions we’ve heard for 15 years in every first meeting with a small business owner. There are no magic answers — there’s a method, a team and a real work plan.
A robust structure against inflation, devaluation, sovereign risk and volatility — no pushed products and no implausible return promises.
A wealth structure that shields your family from the ups and downs of the business and settles the conversation with your accountant once and for all.
A landing plan for post-sale capital: accounts, and the split between liquidity and the long term. Decisions made with a cool head, not in a moment of euphoria.
Estate planning, the right vehicles, and minimizing both conflict and the cost of passing your wealth on to the next generation.
We sit down with you — often at your company — and map everything: the business, the real estate and all your assets. For the first time, you’ll have the complete picture of what you built over 25 years, all in one place.
Together we define how much risk you can tolerate without losing sleep, and we separate the company’s operations from your personal wealth. We design a tailored portfolio: clear rules that will guide your money for the next 20 years.
We implement the portfolio with top-tier brokers. Your money never passes through CDI. It’s always in your name, with full visibility and open architecture, free of conflicts of interest.
We work with law and tax firms to put everything in order: the right structures, separation of operating and personal wealth, wills, beneficiaries. So that when you’re no longer here, your family doesn’t have to decipher anything — just carry on.
Rebalancing · monthly macro research · twice-yearly meetings · direct WhatsApp line.
I spent 25 years building the company. I had fixed-term deposits at the bank, dollars in the safe and a folder of investments I never fully understood. When I came to CDI, they asked me to show them the factory before talking about money. Today I know exactly what I have and why I have it — and so does my family. It’s the first time this has been sorted out.
They’re the same questions we hear in every first meeting with a small business owner. There are no magic answers — there’s a method, a team and a real work plan.
A small group to review how your wealth is really structured and how to protect it. Limited seats and direct access to the team.
A private meeting to analyze how you should be structured today, from a corporate and wealth standpoint, to improve your returns without taking on more risk. Avoid paying inheritance tax!
The first meeting is an honest diagnostic. If we can help you, we’ll tell you. If we can’t, we’ll tell you that too. Either way, you’ll leave with more clarity about your situation than when you walked in.
Leave your details and we’ll send you a step-by-step overview of what working with us looks like.
