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Stelac Advisory Services LLC
Family Office (single/multi), Asset Management
Stelac is a multifamily office registered as an investment advisor with the SEC with presence in New York, Miami, Lima, Monterrey, Bogota, and Madrid. The firm acts as an independent and unbiased intermediary between clients and their universe of financial institutions by offering objective investment advice.
Overview and Management
Establishment Year
2007
Mission
To enable clients to control, preserve, and grow their wealth across generations.
Values
Objectivity, independence, and integrity in providing investment advice.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serving families, businesses, and foundations.
Generational Wealth Planning
Focus on wealth preservation, estate planning, and succession planning.
Risk Tolerance
References or Case Studies
Testimonials from partners and clients are available.
Team Experience
Over 30+ years of experience; extensive expertise in private equity and venture capital.
Notable Achievements
Project Track Record
Portfolio companies supported with board-level guidance, analytics, and network access.
Exit Strategies
Management buyout and share sale.
Legal, Compliance and Contact Information
Regulatory Registrations
Registered with the SEC.
Compliance History
No major violations mentioned.
info@stelac.com
Phone Number
212-920-3890
Address
New York United States