Andina Family Offices provides comprehensive business succession planning
and execution, to maximize enterprise value.
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HELPING YOUR FAMILY REACH NEW HEIGHTS
Andina partners with successful families to execute their vision of their ideal future,
enabling them to be a force for good in the world. -
PROTECTING WEALTH THROUGH
EFFECTIVE BUSINESS SUCCESSION -
CHART YOUR COURSE.
Regardless of how you created your wealth, Andina can help you
take charge of your financial future. -
PRESERVE YOUR WEALTH.
SECURE YOUR LEGACY.Andina Family Offices provides comprehensive planning, investing
and reporting services to high-net-worth families and individuals. -
PROTECT AND GROW YOUR ASSETS
At Andina we help our clients create plans to meet their financial objectives
and ensure their financial affairs are being managed to reach those objectives. -
WHAT WILL YOU PASS DOWN
TO THE NEXT GENERATION?Andina Family Offices helps high-net-worth families and individuals
tax-efficiently pass wealth along to the next generation.
Honored to be recognized on MountainWest Capital Network’s Utah 100 list of fastest-growing companies.
MISSION
Our Mission
Andina partners with successful families to execute their vision of their ideal future, enabling them to be a force for good in the world.
ABOUT
The Andina Advantage
We take a more comprehensive view of your needs than typical investment firms. Our services include helping clients to plan their family’s future and implement not only investment strategies, but estate and tax planning, and helpful practices like coordinated family retreats that can help families realize the goal of wealth as a shared, enduring family blessing.
PERSONALIZED PLANNING
Comprehensive planning, execution, and monitoring of wealth preservation and building strategies.
CONCIERGE SERVICES
Tailored concierge services such as bill pay, project analysis, due diligence, and appraisals.
FAMILY GOVERNANCE
Development and implementation of family governance plans to achieve the vision while minimizing conflict.
INDEPENDENT STRATEGIES
Access to a wider range of independent investment strategies than larger institutions can provide.
“Our business is about relationships that are treasured beyond any financial arrangements, and a relationship with Andina goes much deeper than just a relationship with a financial advisor.”
Eric Barlow, CEO
SERVICES
A Full Range of Family Office Services
Andina Family Offices provides comprehensive planning, investing and reporting services to high-net-worth families and individuals. We help our clients discover their true objectives and create confidence that their financial affairs are being managed to reach these objectives.
INVESTING
We craft and execute investment strategies tailored to each client's unique needs and objectives.