JP
Juan Pablo Martinez-Blat
Founder - Partner at Saaga Family Wealth
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Work Experience
Founder - Partner
Feb 2002 - Present · 22 years and 10 months
Board Member
Jul 2015 - Jan 2021 · 5 years and 6 months
Chief Operating Officer
2002 - 2008 · 6 years
Company Details
2-10 Employees
SAAGA (previously OnNe Consulting) is a firm devoted to designing, operating and advising Single Family Offices. Our company is based on a simple conviction: the wealth enterprise must be designed to attain both financial and emotional success. Using investment, behavioral science and corporate finance techniques we provoke a critical inquire on how to navigate the complexity of managing wealth, business and family. We serve as trusted advisors to high-net-worth individuals and families in the US, Europe and Latin America, and help them manage their wealth throughout multiple asset classes. The firm also assists Family Offices and Family Businesses develop competitiveness and create value by using a radically unique methodology that merges corporate finance principles with organizational design techniques. For some of our clients we work as executive coaches, and frequently conduct workshops on Strategy, Managerial Effectiveness, Governance and Decision Making for Board Members and Investment Committees.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
1221 Brickell Ave Miami, Florida 33131, US
Keywords
Single Family OfficeFamily BusinessFamily GovernanceEnterprise GovernanceGlobal Balance Sheet ReportingGovernance Effectiveness WorkshopsEstate & Tax Planning CoordinatioCounselingCoaching and Conflict MediatioEducation and Personal Development Advisory
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