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Pachon, a wealth advisor with more than two decades of experience serving ultra-high net worth families, is joining as AlTi expands its presence in one of the fastest-growing US wealth hubs.
AlTi Global, aka AlTi Tiedemann
Global, has hired Cesar Pachon to lead its Miami office.
Pachon is a senior wealth advisor with more than two decades of
experience serving ultra-high net worth individuals, families and
entrepreneurs. He was a founding partner of a multi-family office
in South Florida and has advised internationally-connected
families on wealth planning. Pachon began his career in
investment banking before moving into wealth management.
Miami has become a destination for ultra-high net worth
individuals, entrepreneurs and family offices. Attracted to its
tax environment and financial services sector, they are part
of the continued migration from New York, California and Latin
America.
Pachon will work with Jim Bertles, AlTi”s co-head of US wealth
planning based in Palm Beach, to support the firm’s growth in
South Florida. Pachon’s expertise advising international
families with assets in the US is expected to contribute to
AlTi’s expansion in Miami, building on the firm’s offshore
business led by Ricardo de la Serna and Jose Remy, in a market
where domestic and international wealth increasingly converge.
The firm is an independent global wealth manager with
about $90 billion in combined assets. FWR’s US
correspondent has looked at a potential go-private move by the
international firm. See
here.