Clear direction
for your wealth
and investments.

Editorial recreation of an overhead view of a container ship in the Panama Canal

PanamaCanal locks · Panama

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Our approach

The whole picture.
A long-term view.

Squadra is an independent family office operating in Panama since 2015, licensed as an Investment Advisor, with a heritage in Swiss private banking.

We partner with families, entrepreneurs and individuals to manage and grow their wealth.

We bring together investment management, wealth planning and strategic direction with an independent perspective.

Our view of wealth extends to people, their capabilities, values and relationships, and continuity across generations.

A Swiss private banking heritage

A close, trusted relationship built on transparency, professionalism and personal attention.

Technology guided by judgement

We incorporate artificial intelligence into research, monitoring and reporting. Automating routine tasks allows more time for personal relationships and decisions that call for professional judgement.

01 Investments

Investment ideas.
Informed decisions.

Portfolio management, private markets and equity selection.

The Jet d’Eau and marina on Lake Geneva — Jet d’Eau · Geneva, Switzerland

Portfolio management

We build portfolios around each client’s objectives, risk profile and liquidity needs. We select investments, review performance and coordinate transactions with banks and custodians.

Portfolio mandates

Clear mandates. Ongoing oversight.

AdvisoryStrategic + tactical: A non-discretionary mandate. Squadra makes recommendations; the client decides. Regular reviews.
Discretionary managementStrategic + tactical: Squadra makes decisions within the agreed mandate and sends orders to the custodian, supported by investment committee reviews and reporting.
OversightStrategic: The client and their investment manager make the decisions. Squadra provides oversight without executing transactions.
Active advisoryTactical: Investment proposals subject to the client’s approval, with close monitoring. For equities, we apply Polaris Conviction. Direct contact several times a week, according to the client’s needs.

Private markets

We assess opportunities and select managers and structures in line with each client’s risk profile, time horizon and liquidity needs. Our work includes financial, legal and operational analysis, and monitoring commitments.

Equity selection

Polaris Conviction

We assess businesses, valuations and risks to select equities through Polaris Conviction. We apply this method in active investment advisory.

Explore the method

02 Wealth Planning

Structure, coordination
and oversight.

We organise our clients’ wealth and coordinate banks, advisors and day-to-day matters to help clients make decisions.

Lugano’s square and arcades — Square and arcades · Lugano, Switzerland

Family capital

Family capital brings together the financial resources, capabilities, values and relationships that sustain wealth over time.

Dimensions of family capital

People: Wellbeing, leadership and preparing the next generation.
Judgement: Informed decision-making through learning and governance.
Relationships: Connections across business and finance.
Identity: Family values reflected in structures that support continuity.
Resources: Strategies to preserve and grow wealth.

Planning and succession

We coordinate wealth and succession planning with the client’s legal and tax advisors, covering succession, liquidity, family governance agreements and preparation of the next generation.

Banks and custodians

We select and coordinate institutions based on their financial strength, jurisdiction and service, taking a consolidated view of the client’s banking relationships.

Wealth oversight and administration

We coordinate documentation, payments, insurance and property matters. We prepare decisions, lead meetings and follow each matter through to resolution, working with banks and advisors.

03 Strategic direction

Growth, governance
and execution.

We support business owners and partners in strategic decisions and in overseeing their businesses and projects.

Overhead view of a container ship passing through the Panama Canal locks — Canal locks · Panama

Growth and capital

We assess business plans, funding needs and options for growth or liquidity.

Governance and oversight

We support shareholders and boards in their decisions and in overseeing management.

Special situations

We coordinate the restructuring of projects and assets, the recovery of value and the implementation of an exit strategy.

We coordinate legal, tax and accounting specialists according to each client’s needs.

Let’s start a conversation

The next chapter
for your wealth.

info@squadra.fo

Telephone+507 366 1017

Panama City

PH Evolution Tower
Calle 50 y Ave. Aquilino de la Guardia
Republic of Panama

View pitchbook PDF · English · 21 pages

Clear directionfor your wealthand investments.

The whole picture.A long-term view.