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Santiago Castro — Team Member · WE Family Offices · Key Biscayne, Florida, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Wealth Advisory and investment professional with 15+ years of experience advising ultra‑high‑net‑worth families across the U.S. and Latin America. Deep expertise in investment strategy, asset allocation, portfolio construction, private investments, and family governance.
Experience
Founder & OwnerCurrent
Smart Kapital LLC
Jun 2026 – Present
Manage all investment operations for the firm, including portfolio management, opportunity evaluation, and capital allocation. Shape the long‑term investment roadmap, execute high‑conviction decisions, and build a resilient portfolio designed for sustainable growth.
Provided objective, conflict‑free advice to ultra‑high‑net‑worth families across the U.S. and Latin America. Led more than 15 UHNW client relationships with ~$450M in assets under advice, generating ~$1.4M in annual revenue. Guided clients through strategic asset allocation, manager selection, private investments, and long‑term governance structures. Coordinated multidisciplinary teams across investments, tax, estate planning, and risk management to deliver integrated solutions.
Education
Skills
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