CDI Capital advisor with an Argentine business-owner client

Miguel Boggiano Founder

Future · Family · Legacy

The future you’re building, planned with someone by your side.

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.

25+ Years of experience
Tailored solutions
CNV Regulated
How we work

Here’s how we can work together.

CDI Capital advisor talking with a business-owner client

With your dedicated advisor

A senior advisor who knows you, your family and your business. They design a personalized strategy backed by the experience of the CDI team.

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With a tailored wealth structure

Coordinated vehicles, trusts and custodians so your wealth works today and keeps working when you’re no longer the one making decisions.

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With expertise in significant wealth

Teams specialized in estate planning, asset allocation and tax synergies for families with significant wealth.

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Why invest with CDI?

We work with you to define today’s priorities and help you build a better tomorrow — for you and your family.

True independence

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 ›

A direct connection

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 ›

Invest your way

Portfolio planning with active strategies and local advice: you choose the vehicle that fits your stage of life and your goals.

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Everything coordinated

We coordinate with your accountants, lawyers and family so there’s a single strategy — no loose ends, no duplication, no gaps.

Argentine father with his son — the future and planning ahead

What are your goals?

Secure your family’s future
Design a wealth structure that supports your family — today and in any scenario. Protection, the right vehicles and clear documentation for your spouse and children.
Invest in your children’s and grandchildren’s education
Investment vehicles dedicated to education (college, graduate school, exchange programs), with a defined time horizon and the right currency.
Plan ahead for life’s milestones
Selling a business, gradual retirement, buying property, extended travel, personal projects. Each milestone with its own plan and funding.
Pass on your wealth smoothly
Proactive estate planning: legal structures, beneficiaries, trusts and documentation so the transfer is orderly rather than a source of conflict.
Legacy

Build a legacy
that lasts.

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 →
Argentine family embracing — a legacy across generations
What we hear every day

The questions that keep you up at night

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.

01

“How do I avoid losing what took me 30 years to build?”

A robust structure against inflation, devaluation, sovereign risk and market volatility.

02

“How do I leave things in order for my children?”

Estate planning, the right vehicles, and minimizing both conflict and transfer costs.

03

“How do I separate my personal wealth from my business wealth?”

A wealth structure that shields your family from the ups and downs of the business.

04

“What will happen when I’m no longer the one making decisions?”

Documentation, a clear map of your wealth and a direct relationship with an advisor who supports your family too.

05

“What will I live on when I step back from the day-to-day?”

Planning for sustainable income and a strategy for drawing down capital in a controlled way.

The CDI methodology

A process designed to protect what you’ve already built.

  1. 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.

    Discovery · KYC · Wealth Mapping
  2. 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.

    Risk Profiling · Preservation Framework · Preservation Strategy
  3. 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.

    Top-tier brokers
    Open Architecture · CNV
  4. 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.

    Wealth Structuring · Estate · Succession
Ongoing cycle

The process never ends.

Rebalancing · monthly macro research · twice-yearly meetings · direct WhatsApp line.

  1. 01Diagnosis
  2. 02Profile & design
  3. 03Implementation
  4. 04Legacy
CDI Capital client with his advisor
Client story
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.
J.M.R., founder of a family business Client since 2016 · Buenos Aires
What we hear every day

What other income investors asked before you.

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.

01
What happens to my wealth when I’m gone?
The first thing we do is help you set up an orderly succession protocol — a will, designated beneficiaries on every account, trusts if applicable, and communication with your heirs when the time is right. The goal is that when the inevitable happens, your family doesn’t have to fight a bank to access what’s theirs.
02
Can I maintain my lifestyle without touching the principal?
That’s exactly the goal. We design the portfolio to generate stable income (coupons, dividends, distributions) that covers your expenses without eroding the principal. The calculation starts from what you spend today plus projected inflation, and determines the return you need.
03
Can my children or grandchildren see the report, or only me?
That’s up to you. You can keep it 100% private, give read-only access to specific heirs (so they understand the structure before they inherit it), or bring them into the annual review meetings. Many clients bring the next generation in gradually — not out of obligation, but so that when the day comes they don’t have to learn everything at once.
Upcoming

Wealth management in a more uncertain world.

A small group to review how your wealth is really structured and how to protect it. Limited seats and direct access to the team.

Private Investor Meeting with CDI Capital
Private Investor Roundtable

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!

Next step

A diagnostic. No strings attached.
Covering your wealth and your family.

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.