We focus on providing personalized service because we understand that our clients not only entrust us with their wealth but also share their lifelong effort, ideals, successes, and setbacks.

While our experience has allowed us to work on transactions of varying sizes, we have developed a strong expertise in dealing with family businesses and Family Offices.

Furthermore, starting in 2022, we expanded our vision by venturing into the real estate world. This evolution reflects Prefinex’s ability to adapt and thrive in an ever-changing business environment, supported by our solid foundation of over three decades of experience and commitment to financial excellence.