MX Finance

We help individuals and families bring clarity and order to their financial lives. 

Our focus is on simplicity and structure, working strictly within the limits of non-regulated activities. This way, you can make thoughtful decisions without unnecessary complexity.

MX Finance is an independent advisory team that supports entrepreneurs, investors, and families seeking a steady and transparent way to manage their resources.

We help you understand your current financial landscape, ask the right questions, and think through potential outcomes. With our informational and organizational support, you'll be able to navigate financial matters with more clarity and confidence. 

We don’t manage assets, give investment advice, or sell financial products.

• Preparing to sell a business or transfer wealth to the next generation.

• Simplifying or restructuring ownership—personally or within a business.

• Navigating changes in tax residency or going through a major reorganization.

• Defining the right questions when evaluating external advisors or managers.

• Coordinating work with professionals like bankers, attorneys, and auditors.

Structuring Ownership

We help you understand how different elements affect the stability and manageability of your assets. 

Together, we explore long-term ways to structure your resources and prepare you to have effective conversations with the right professionals.

Guidance During Key Life Events

- Supporting the process of wealth transfer to future generations;

- Helping during strategic shifts or when exiting from investments;

- Bringing order after changes in family or corporate structure.

Coordinating with External Advisors

We help you articulate your needs and goals when working with legal, financial, and audit professionals. Our role is to stay on your side of the table — making sure communication is clear and consistent.

Tailored to you: Everything starts with your goals and the way your world is already set up.

Independent & transparent: We’re not affiliated with banks, asset managers, or service providers.

You stay in charge: We don’t make decisions for you—we help you understand your options so you stay fully in control.

Confidential: We work quietly, behind the scenes, and never touch your assets.