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We are your best partners to preserve your patrimony and help manage your wealth through smart entrepreneurship, company development, and professional investments

About Us

Who We Are

We pride ourselves for delivering the best services for patrimony conservation. We cover many strategic flanks such as wealth management, value investing and the respect for the principles and values of a virtuous and friendly society that allows entrepreneurship, prudent development of companies with spirit of permanence and achievement of long-term goals.

We have the ability to diagnose and analyze the environment, allowing you, the entrepreneur, to realize that during the last ten years you have been exposed to higher risks than contemplated, and an uncertainty that could have resulted even more difficult to face.

You don’t need the arrival of a crisis to realize that the profitability of your projectd were due to an artificial stimulus or, in the opposite case, a legitimate and innate entrepreneurial perspicacy for executing projects with proper capitalization and investment. You Will realize that, at least during the last decade, the workload has put workers to their limit and the entrepreneurial spirit was desecrated. The culture of short-term speculation creates unnecessary stress and demoralizes good labor.

Our goal is crystal clear: to prepare every one of our clients for adverse economic periods of time, for a period of adjustment and settlement, for a period of profound and intense structural problems.

We help improving the quality of the balance for your companies, enabling them to keep on floating and strengthening in front of their competitors with a very unconventional knowledge about the subject but, overall, to help them preserve their patrimony and, consequently, your family’s legacy. We build investment portfolios in a conservative manner, and with a very high component of internationalization of assets.

In the same way, the flanks that Crusoe Research strikes are as broad as ambitious: we shoot to the market with long-term investments through Crusoe Business School and Unión Editorial Bolivia.

What We Do

What We Do

Patrimony Preservation
Patrimony Preservation
Family Portfolios
Family Portfolios
Internationalization of Assets
Internationalization of Assets
Risk Management
Risk Management
Company Balance Revision and Audit
Company Balance Revision and Audit
Business Valuations
Business Valuations

Thanks to our experience in the area, we also offer services of intermediation for philanthropists, which means we get you in touch with potential benefactors and social projects oriented to impulse entrepreneurship and economic freedom.

Get In Touch

Get In Touch

To get a commitment-free consultation, reach out to us via email to [email protected], or leave us a message and we’ll get back to you shortly.

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