Private Investor Meeting
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!
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
Today, your wealth supports your present. Well planned, it can also support your children, your projects and everything you want to leave behind. We help Argentine business owners and families map out that path — with a dedicated advisor for decades.
A senior advisor who knows you, your family and your business. They design a personalized strategy backed by the experience of the CDI team.
Learn more ›Coordinated vehicles, trusts and custodians so your wealth works today and keeps working when you’re no longer the one making decisions.
See the structure ›Teams specialized in estate planning, asset allocation and tax synergies for families with significant wealth.
Explore ›We work with you to define today’s priorities and help you build a better tomorrow — for you and your family.
We don’t sell bank products. Our only incentive is for you to do well, so you remain a client for decades to come.
Discover our expertise ›You work with a senior advisor you know by name. Meetings in person 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 your stage of life and your goals.
Compare services ›We coordinate with your accountants, lawyers and family so there’s a single strategy — no loose ends, no duplication, no gaps.
Let’s work together on a comprehensive strategy that helps you reach your short- and long-term goals — from buying a property to estate planning and family philanthropy.
Talk about your legacy →
They’re the same questions we’ve heard for 15 years in every first meeting. 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 market volatility.
Estate planning, the right vehicles, and minimizing both conflict and transfer costs.
A wealth structure that shields your family from the ups and downs of the business.
Documentation, a clear map of your wealth and a direct relationship with an advisor who supports your family too.
Planning for sustainable income and a strategy for drawing down capital in a controlled way.
We sit down with you and your family and map everything: the wealth you built, the company you sold or still control, your properties, your assets, any trusts already in place. For the first time, the complete picture of your wealth, all in one place — so you can sleep easy.
We define a portfolio focused on protecting before growing. Stable income, minimal drawdowns, controlled volatility. We document it in a preservation framework — the rules that will protect your wealth for the next 20 years.
Top-tier Argentine brokers (ALyCs) regulated by the CNV, Argentina’s securities regulator. Accounts in your name that never pass through CDI. Full visibility, open architecture, zero conflicts of interest.
We work with law and tax firms to put everything in order: trusts, wills, clear beneficiaries. So your children and grandchildren don’t have to decipher anything — just carry on with what you decided.
Rebalancing · monthly macro research · twice-yearly meetings · direct WhatsApp line.
When I sold the company at 64, I felt a kind of vertigo I didn’t expect. I had managed hundreds of employees, but never a portfolio. CDI helped me put everything in order, explain to my three children how it works and plan what will happen when I’m gone. Today I sleep soundly — and so does my family.
They’re the same questions we hear in every first meeting. 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.