Services - Stateo

Our Services

Exclusive investment opportunities in Colombia and the Midwest

Private Capital

Our seasoned professionals identify and capitalize on promising investment opportunities across a wide range of industries. We offer exclusive access to ventures that deliver attractive risk-adjusted returns.

Wealth Management

Our wealth management services provide personalized and holistic financial solutions, ensuring your long-term goals are met through a diverse range of asset classes.

M&A Advisory Services

Our M&A advisory team offers strategic insights and meticulous planning to help businesses achieve growth objectives through mergers, acquisitions, and partnerships.

Estate Planning - Wealth Management

We ensure smooth asset transfer, considering your circumstances. Our experts guide, offering strategic advice and personalized solutions, safeguarding your legacy and providing peace of mind.

Financial Planning - Wealth Management

Strategic financial planning at STATEO prioritizes clients’ unique needs, offering comprehensive, tailored plans encompassing cash management, expense oversight, and holistic investment strategies for financial independence.

Cash Management - Wealth Management

We tailor solutions to individual needs, assisting with account setup, cash flow analysis, and prudent debt guidance, empowering clients to achieve their financial goals effectively.

Risk Management - Wealth Management

We prioritize identifying, analyzing, and mitigating potential threats. Our approach encompasses risk avoidance, retention, sharing, transferring, and loss prevention strategies, ensuring comprehensive financial security for clients.

Tax Strategies - Wealth Management

Tax planning is vital at STATEO. Our international tax strategies optimize positions, ensuring compliance across borders, minimizing liabilities, and maximizing after-tax income for individuals and businesses.

Special Situations - Wealth Management

We offer a wide range of services beyond wealth management, including private equity, M&A advisory, legal, and immigration services. We prioritize education, empowerment, and support to navigate life’s challenges, ensuring financial stability and success.

Philanthropy - Wealth Management

We offer tailored philanthropic planning strategies to help clients achieve their charitable goals. From establishing foundations to utilizing trusts and donor advised funds, we provide personalized guidance for impactful and lasting contributions.

Sports Division - Wealth Management

STATEO specializes in financial management for professional athletes, offering tailored strategies for their unique challenges. From tax planning to career transitions, we provide comprehensive solutions to optimize earnings and ensure long-term financial security.

Our Proven Financial Approach

Discovery & Analysis

We begin by thoroughly understanding your financial situation, goals, and risk tolerance through comprehensive analysis and discussions.

Strategy Development

Based on the insights gathered, we develop a tailored financial strategy designed to meet your specific objectives and maximize opportunities.

Implementation & Management

Once the strategy is agreed upon, we execute the plan diligently, actively managing your investments, mitigating risks, and adjusting as needed to align with changing circumstances.

Review & Optimization

We continuously monitor your portfolio’s performance, conducting regular reviews to ensure it remains aligned with your goals. Adjustments are made as necessary to optimize outcomes and adapt to market dynamics.

Frequently Asked Questions

What specific financial services does STATEO offer?

STATEO provides comprehensive services, including wealth management, private equity investments, mergers and acquisitions advisory, tax and strategic planning, and risk management.

How can STATEO help me protect my wealth and minimize financial risks?

STATEO offers personalized wealth management strategies and tax planning to optimize your financial situation, safeguard your wealth, and mitigate inherent investment risks.

What is STATEO's experience in managing the finances of professional athletes?

STATEO has specialized expertise in managing the finances of professional athletes, offering guidance on investments, tax planning, and managing personal and familial relationships.

How can STATEO assist family businesses in achieving their financial and succession goals?

STATEO provides strategic advice for family businesses, aligning family and business objectives, and offering customized solutions to maximize business value and ensure a successful succession transition.

What services does STATEO offer in the field of mergers and acquisitions?

STATEO provides comprehensive mergers and acquisitions advisory services, including opportunity assessment, valuation analysis, deal negotiation, and transaction process management to maximize client value.

How can STATEO help companies optimize their capital structure and secure adequate financing?

STATEO offers private placement services and capital structure advisory, helping companies obtain optimal financing and implement financial strategies that maximize business value.