Preserve and grow your wealth with our personalized strategies designed for high-net-worth individuals and families across Panama and Portugal.
At Lachaise Investment Fund, we understand that true wealth management extends far beyond investment returns. It's about achieving your life goals with financial confidence.
Our comprehensive approach integrates investment management, tax planning, estate strategies, and philanthropic goals into a cohesive wealth plan tailored to your unique situation.
We commit to preserving your capital while strategically growing your assets to ensure intergenerational wealth transfer and financial security.
Assets Under Management
Years of Experience
Client Retention Rate
Client satisfaction with our wealth management services
Clients who achieved their financial goals with our guidance
Tailored solutions for every aspect of your financial life
Customized portfolios designed to align with your risk tolerance, time horizon, and financial objectives.
Strategies to preserve your legacy and ensure efficient wealth transfer to future generations.
Comprehensive strategies to ensure financial security throughout your retirement years.
Strategies to minimize tax liabilities and maximize after-tax returns on your investments.
Comprehensive protection strategies to safeguard your assets and income streams.
Strategic management of income and expenses to optimize your financial resources.
Our approach to wealth management delivers tangible benefits that go beyond financial returns.
Strategies tailored to your unique financial situation, goals, and values.
Integration of all aspects of your financial life into a cohesive strategy.
Exclusive investment opportunities typically reserved for institutions.
Specialized knowledge of Panama and Portugal financial regulations.
Comprehensive assessment of your financial situation and goals
Creation of a customized wealth management blueprint
Execution of your personalized financial strategy
Regular reviews and adjustments to keep you on track
Strategies to preserve and transfer wealth to future generations
Hear from our satisfied clients about their wealth management experience
Panama City, Panama
"Working with Lachaise Investment Fund transformed our family's financial future. Their comprehensive approach to wealth management helped us structure our assets for both growth and preservation, while minimizing our tax burden across multiple jurisdictions."
Lisbon, Portugal
"The team at Lachaise provided exceptional guidance during our business transition. Their expertise in estate planning and wealth transfer strategies ensured a smooth transition to the next generation while preserving our family legacy."
Paris, France
"As an expatriate with assets in multiple countries, I needed sophisticated wealth management. Lachaise's cross-border expertise and personalized service have been invaluable in navigating complex international financial regulations."
Madrid, Spain
"The retirement planning strategies developed by Lachaise have given me complete confidence in my financial future. Their attention to detail and proactive approach to market changes have consistently delivered excellent results."
Schedule a confidential consultation with our wealth management experts to discuss your financial goals and how we can help you achieve them.
+507 839-2964
wealth@LachaiseInvestment.com
Monday-Friday: 9:00 AM - 5:00 PM
Saturday: 9:00 AM - 1:00 PM