GLOBAL SERVICES

We provide a full solution to Latin American Investors looking for Professional Financial Advice

  • At Millennial Advisers, we understand the potential and needs of our investors from Latin America, so we strive to provide the best-in-quality financial services to our clients. 

  • The Latin American Market has been rapidly evolving over the last 20 years making it harder for investors to keep up with all the changes in their countries and the world simultaneously. We understand that keeping up with everything is hard, so our goal here at Millennial Advisers is to provide the tools to help you, your company, and your family achieve your financial goals.

  • Even though the Latin American Market has evolved a lot over the last few years, LATAM markets are still susceptible to a lot of challenges such as high periods of inflation, political instability, weak financial markets (in most countries of the region),  and weak political systems in some countries. Here at Millennial Advisers we focus on providing strategies to help you diversify and hedge those risks. 

Retirement Solutions 

 

We offer a full spectrum of financial planning services to help meet your retirement plans and the plans of those that depend on you most including defined contribution plans and nonqualified plans.

We provide:

  • 401(k), 403(b)

  • SEP

  • IRA’s

  • And more

 

Trust Services 

 

With a trust account, you can enjoy the greatest benefits and security features Millennial Advisers has to offer. Our services allow for easier management and protection of your interests, including an easy and effective way to maximize the transfer of wealth.

 

Charitable Services 

 

Structure your giving and manage your liabilities by simplifying your recordkeeping with a donor-advised fund from Millennial Advisers. It’s an easy, tax-efficient way to support charities today and create a charitable legacy.

Giving back is an essential part of creating a lasting legacy. By working closely to support causes that matter to you, we create comprehensive plans that help you maximize your philanthropic efforts.

The benefits of working with us are:

  • Expertise with complex gifts

  • Flexible strategies for investments

  • Exposure to public and private asset classes

  • Personalized service

  • Focus on privacy

ADDRESS

Three World Financial Center

200 Vesey Street

New York, NY 10281

CONTACT

OPENING HOURS

Monday - Friday

8 am - 5 pm​​

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© 2016 by Millennial Advisers LLC.