Top Family Offices in Peru 2026

Key Facts About Peruvian Family Offices

• Peru's largest independent multi-family office (MFO) manages over $2 billion in assets under management (AUM), serving ultra-high-net-worth (UHNW) families averaging $50 million per household.
• Lima and Miami serve as dual hubs for Peruvian wealth management operations. Between 30% and 40% of wealthy clients now hold US citizenship.
• Political instability triggered an estimated $15 billion in capital outflows, pushing most liquid wealth into offshore accounts.
• The market includes single family offices (SFOs) embedded in conglomerates like Breca and Romero, independent MFOs such as Allié and Fortuna, and boutique wealth advisors.
• Top firms keep low client-to-advisor ratios. Allié Family Office assigns only three to four families per senior advisor.
• Cross-border wealth structuring between Peru and the United States drives most service demand, fueled by next-generation migration to Miami.

Peru's Family Office Landscape

Peru's wealth management ecosystem splits into two distinct tiers. The first consists of SFOs embedded within major conglomerates, where the Brescia family (Grupo Breca) and the Romero family manage industrial wealth spanning mining, insurance, consumer goods, and energy. The second tier includes a growing number of independent MFOs and boutique advisors serving UHNW families who lack conglomerate-scale resources but still need dedicated advisory.

The Peruvian market remains nascent compared to Brazil or Mexico. Many wealthy families are still shifting from private banking to dedicated family office services. Bruno Ghio, founder of Allié Family Office, built his firm on this exact gap. He targeted large families that needed cost-efficient, conflict-free advisory outside the traditional banking channel. Peru's $240 billion economy, home to 34 million people, generates UHNW wealth mainly from mining, consumer goods, fuel retail, and insurance.

Lima's San Isidro district hosts several wealth firms, yet Miami has become equally important. Security and confidentiality concerns push many operations to the US rather than solely to Lima. Latin America's UHNW population shrank 3.6% in 2023 while global UHNW grew 4.2%. Still, demand for dedicated advisory in Peru has held firm. The $15 billion in capital that left the country needs active management. Families settling in South Florida need advisors who understand both jurisdictions.

Family Office Comparison at a Glance

The table below compares leading firms serving Peruvian UHNW families, covering SFOs, MFOs, and boutique wealth managers operating from Lima and Miami.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
GRAM (Grupo Romero)	SFO/Investment Office	Undisclosed	PE, co-investments, special situations	Fund investments, capital partnering	Lima, Miami
Allié Family Office	MFO	$2B+	Asset management, wealth structuring	Tax planning, succession, SFO advisory	Lima, Miami
Grupo Breca (Brescia)	SFO/Conglomerate	Undisclosed	Mining, insurance, financial holdings	Diversified industrial management	Lima
Fortuna Family Office	MFO	Undisclosed	Patrimony advisory, open architecture	Family oversight, succession planning	San Isidro, Lima
Diagonal Investments	MFO	Undisclosed	Portfolio management, legacy protection	Investment strategy, legacy planning	United States
Three Sixty Asset Management	MFO/Boutique	Undisclosed	High-value asset management	Investment advisory, institutional access	Lima
GrewHub Investments	Wealth Management	Undisclosed	Cross-border financial solutions	Personalized advisory	Lima
Vicctus Multi Family Office	MFO	Undisclosed	Multi-family wealth advisory	Wealth management services	Peru

Only Allié discloses a public AUM range. Most Peruvian wealth offices guard financial details closely, reflecting the market's emphasis on privacy.

Top Picks by Strategy

• Largest Independent MFO: Allié Family Office, managing $2B+ for 23 Peruvian families with a $50M average per household.
• Strongest Direct Investment Platform: GRAM (Grupo Romero), executing operator-to-operator deals like the 2025 Primax sale to UNO Corp and managing co-investments with global GPs.
• Top Conglomerate SFO: Grupo Breca, backing a $500 million copper expansion at Mina Justa while balancing insurance and financial holdings.
• Best for Open Architecture: Fortuna Family Office, offering independent patrimony advisory with no proprietary product bias and rigorous provider evaluation.
• Leading Cross-Border Specialist: Diagonal Investments, a US-based MFO purpose-built for Latin American families seeking offshore portfolio management.
• Most Hands-On Service Model: Allié, where founder Bruno Ghio personally executes trades and each senior advisor manages only three to four families.
• Emerging Boutique to Watch: Three Sixty Asset Management, connecting Peruvian families to top-tier global financial institutions since 2017.

Leading Peruvian Wealth Offices in Detail

GRAM (Grupo Romero Asset Management)

The Romero family's investment arm stands as the most active deal-execution platform among Peru's private wealth offices. GRAM operates as a hybrid between a single family office and a third-party asset manager, focusing on private equity, fund allocations, co-investments, and special situations in Hispanic Americas. Marco Peschiera (CEO/CIO) and Eduardo Ramos (Managing Partner) lead the firm, both formerly of The Carlyle Group.

In 2025, GRAM orchestrated the sale of 80% of Primax, the family's fuel retail operation in Peru, Ecuador, and Colombia, to Honduras-based UNO Corp. The Romero family retained 20% in Peru and Ecuador while fully exiting Colombia. This family-to-family control deal bypassed private equity middlemen entirely.

Allié Family Office

No other independent MFO in Peru matches Allié's depth of hands-on service. The firm manages over $2 billion for 23 families, each averaging $50 million in managed assets. Bruno Ghio, a former managing director at Banco de Credito del Peru and senior private banker at JPMorgan, owns 100% of the firm. He still personally closes trades for clients.

Eight of its ten employees hold front-office roles. Each senior advisor handles three to four families. Allié operates from both Lima and Miami, reflecting client migration patterns: 30% to 40% now hold US citizenship, up from roughly 20% in prior years. Services span capital deployment, tax planning, succession planning, and estate planning.

Grupo Breca (Brescia Family)

Peru's largest conglomerate SFO anchors its empire in mining and insurance. Through Minsur, the Brescia family is investing $500 million in the Mina Justa Underground copper expansion, targeting production for 2027. In early 2025, Minsur sold a 5% stake in Rímac Seguros to Breca Banca for S/186.8 million. This intra-group transaction consolidated the family's financial holdings.

The balance of mining expansion with financial-sector control gives Breca resilience through commodity cycles. The family manages wealth preservation internally rather than through external advisors.

Fortuna Family Office

Fortuna's open architecture model offers the strongest conflict-free advisory option in Lima. Based in the San Isidro district, the firm selects best-in-class providers through rigorous financial, fiscal, and legal evaluation. Fortuna specializes in family oversight and succession planning, two services in high demand as Peruvian fortunes pass to second and third generations. Its patrimony advisory approach treats each family's wealth as a unified system rather than a collection of separate accounts.

Diagonal Investments

Peruvian families who have already moved most capital to the US gain a purpose-built partner in Diagonal. The firm offers portfolio management and legacy protection from a US base, targeting Latin American clients seeking exclusive opportunities outside their home markets. Its US domicile provides regulatory clarity and confidentiality advantages that Lima-based firms cannot always match. Families with complex cross-border structures benefit from Diagonal's focus on wealth preservation and estate planning within the American legal framework.

Three Sixty Asset Management

Since 2017, Three Sixty has connected Peruvian families to global financial institutions that would otherwise require much larger capital managed minimums. The boutique MFO offers independent portfolio management for high-value clients, bridging local knowledge with international capital markets. Families gain institutional-grade access to platforms and products typically reserved for larger pools of capital.

GrewHub Investments

GrewHub is the largest wealth management operation in Lima by headcount, employing 251 to 500 people. The firm provides personalized cross-border financial solutions for families moving capital between Peru and international markets. Its scale allows broader service coverage than smaller boutiques, though it operates as a wealth firm rather than a traditional family office structure.

Allocation Trends Shaping Peru's Wealth Market

Offshore Capital Flight Drives Service Demand

An estimated $15 billion left Peru in recent years due to political instability and pandemic-era disruption. Wealthy Peruvian families now place most liquid assets outside the country, with Miami and US markets absorbing the bulk of these flows. This is not a temporary shift. Allié and Diagonal built their entire service models around managing offshore wealth for Peruvian clients.

Mining and Copper Fuel Family Fortunes

Copper remains the bedrock of Peru's largest UHNW dynasties. Grupo Breca's $500 million Mina Justa Underground expansion shows how mining wealth continues to drive capital formation. The Romero family's portfolio, while diversified into consumer goods and fuel retail, also reflects the commodity-linked origins of Peruvian wealth. Climate change is adding volatility to agriculture and fisheries, making mining even more central to long-term wealth creation in Peru.

Cross-Border Wealth Structuring Between Lima and Miami

Dual Lima-Miami office structures have become standard among top Peruvian MFOs. Allié reports that 30% to 40% of its clients hold US citizenship, creating demand for multi-jurisdictional tax optimization and estate planning. The SBS (Superintendencia de Banca, Seguros y AFP) regulates domestic financial operations. US-based entities provide a parallel legal framework. Families must navigate both systems at once.

Next-Generation Migration Reshapes Advisory Needs

Children of Peruvian UHNW families are settling in Miami at growing rates. This generational shift creates demand for advisors who are bilingual, bicultural, and licensed in both countries. Allié added two Miami-based staff members to serve this client segment. Succession planning now requires not just wealth transfer strategies but also cross-border residency and citizenship planning.

How to Evaluate a Wealth Advisor in Peru

Cross-border skill separates strong Peruvian advisory firms from those offering only local service. Any firm without dual Lima-Miami capabilities, or at minimum deep US tax and legal knowledge, cannot serve today's UHNW Peruvian family. Allié's dual-office model sets the benchmark. GRAM's Miami presence shows that even conglomerate SFOs recognize the need for US-side operations.

Independence matters more in Peru than in larger markets. Bank-affiliated advisors may push proprietary products, creating conflicts of interest. Allié operates with 100% owner independence. Fortuna uses an open architecture platform that evaluates providers without bias. Ask whether the firm earns fees from clients or commissions from product sales.

The advisor-to-family ratio reveals service quality. Allié's model of three to four families per senior advisor allows deep engagement. Larger wealth managers in Lima may spread advisors much thinner. For families with $50 million or more in assets, this ratio determines whether you receive personal attention or templated portfolios.

Confidentiality protections carry extra weight in Latin America. Firms like Diagonal and Allié base operations in Miami partly to protect client information from local security risks. Verify that your prospective firm uses robust digital security measures and maintains strict data-handling policies. SBS regulatory compliance is a baseline for any Lima-based operation, but it does not guarantee the level of privacy that UHNW families typically demand.

Which Family Office Fits Your Needs?

UHNW conglomerate families managing industrial wealth should study the embedded SFO models of Grupo Breca and GRAM. These structures blend operating-company oversight with wealth management, giving families direct control over both business assets and portfolios. GRAM's hybrid model also accepts third-party fund investors. This offers a path for families who want institutional-quality deal flow without building their own office.

Independent families with $50 million or more in liquid assets will find the strongest fit with Allié, which combines full-service management, tax planning, and succession advice in both Lima and Miami. Business owners focused on legacy planning and family rules should explore Fortuna's open architecture approach. For next-generation heirs already living in the US, Diagonal provides a fully American platform built for Latin American wealth holders.

Families below the $50 million threshold can still access professional advisory through boutique firms like Planifica, which specializes in capital preservation and financial education. P3 Wealth International targets annual returns of 8% to 12% through low-risk portfolio strategies. Three Sixty bridges the gap for families that want institutional-grade access without conglomerate-scale assets.

Methodology

This guide to family offices in Peru draws on public filings, firm websites, financial press coverage, and wealth databases. Each profile reflects verified operations serving Peruvian UHNW families from Lima, Miami, and other locations. AUM figures come from public statements and industry estimates. Where no figure was available, the entry notes this accordingly. Both domestic and offshore offices qualified for inclusion if they serve Peruvian family clients. Data reflects information available through early 2025, with deal activity verified through financial press sources and regulatory disclosures.