María Asunción Aramburuzabala formed family office Tresalia Capital after her father Pablo – executive vice president of Grupo Modelo, the brewer of Corona beer that his own father Felix founded after the Mexican Revolution – died unexpectedly of cancer in 1995 at age 63 with no finalized succession plan. Today she is worth an estimated $8.2 billion, making her Mexico’s wealthiest woman and Latin America’s second after Chilean mining magnate Iris Fontbana. Her story holds three valuable lessons for today’s family office builders.
Today’s family offices face two challenges that seem to work against each other: keeping talented staff and controlling costs. Recent industry research shows this phenomenon to be widespread. Simply paying higher salaries is not the answer. The way forward is to invest in modern technology that transforms how family offices operate.
In the realm of impact investing – making investments to simultaneously achieve financial returns and contribute to the greater good – blended finance is emerging as a popular strategy. In 2024, the Global Impact Investing Network (GIIN) found that 43% of surveyed impact investors said they had participated in a blended finance deal since 2021, and 24% said they planned to in the future. This article breaks down the basics UHNWIs should know about blended finance and its essential ingredient: catalytic capital.
Across Western Europe, ultra-high-net-worth (UHNW) women are asserting an increasingly influential role in impact investing. They currently oversee some €4.6 trillion in assets, a sum set to swell by nearly half over the next decade (McKinsey & Company via Bloomberg, 2024). This rising financial influence is shifting private capital’s priorities. No longer content with purely financial returns, these investors seek to channel wealth toward causes that reflect their values. Digital platforms that offer transparency, control, and seamless alignment with personal convictions have become key tools in this transformation.
Impact investing – allocating capital to generate measurable social or environmental benefits alongside financial returns – has become a strategic choice for UHNWIs. Far from a passing trend, it aligns with their goals of creating lasting legacies while addressing pressing global challenges. This article explores five key reasons why.
Managing a family’s wealth has never been more challenging. Portfolio complexity is rising along with expectations for transparency, digital access, and compliance readiness. For family office professionals, traditional approaches involving periodic meetings to review spreadsheets and documentation are no longer sufficient. Fortunately, financial technology (fintech) companies can help advisors meet the expectations wealth owners have in the digital age. In this article, we shine a light on how the fintech we know best – ours – is doing just that.
For UHNWIs, selecting the right financial technology company — or fintech for short — is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner’s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected — and should be a key factor in the decision to work with this company.
In an era where digital breaches make headlines and banking giants can falter overnight, UHNWIs face ongoing challenges in safeguarding their wealth. This article explores how fintech firms are emerging as the new sentinels of financial security, offering enhanced protection through purpose-built technology, unprecedented transparency, and rigorous compliance.

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