Wealth Management Powerhouse Americana Partners Launches International Division

By: Americana Partners via Business Wire

June 25, 2024 at 09:30 AM EDT

Americana International to Provide Family Office Services to Ultra-High-Net-Worth in Latin America

Veteran Wealth Executive Jorge Suárez-Vélez at the Helm as CEO and Founding Partner of the International Division

Americana Partners, an independent registered investment advisor (RIA) with over $7 billion in assets under management, today announced its expansion into the Latin American market with the launch of Americana Partners International, dedicated to providing family office services to ultra-high net worth individuals in the region.

Jorge Suárez-Vélez will serve as CEO and Founding Partner of Americana Partners International (API). Formerly a Managing Director at Allen & Company Investment Advisors, the RIA arm of investment bank Allen & Co, Suárez-Vélez brings over 20 years of industry experience, and in particular deep expertise in Mexican political and economic issues to the firm. Since 1998, he has been a regular guest on CNN en español, commenting on economic topics, and has contributed weekly to Reforma/El Norte/Mural and, previously, to El Financiero in Mexico. Suárez-Vélez is also a best-selling author of two books, and a sought-after speaker at key economic conferences all over the Americas.

Jason Fertitta, CEO and Partner of Americana Partners, said: “While many of the wealthiest LATAM families have ties and business dealings in both Latin America and the United States, especially as they grow into 3^rd and 4^thgenerations. At Americana, we see an opportunity to lend our services, expertise, and relationships to these families, and we are excited to have Jorge at the helm of this tremendous effort. In addition, we are excited to be partnering with some of the most sophisticated family offices in Mexico for this initiative.”

The Americana Partners International team recently launched a website in both English and Spanish at https://www.americanapartners.com/international.

Ron Thacker, President of Americana Partners, commented: “It is a testament to the strength of our platform that we can attract a talented professional such as Jorge, as well as the support of several families in the region as investors and clients in our new international venture. We could not be more proud of how far Americana Partners has come, and we are excited and optimistic for our future. In five fast years, we have more than tripled the size of our firm in almost every meaningful metric, and yet we know we are only getting started.”

“I look forward to bringing the technology, portfolio management, and family office focus of Americana Partners to LATAM clientele,” said Suárez-Vélez.

Americana Partners celebrated its five-year anniversary on April 26, 2024, and has grown rapidly since launching in 2019. In February 2023, the firm brought on a $700 million team based in the Permian Basin in Texas. With the addition of its new international clientele, Americana Partners will add Pershing Advisor Services as a custodian to its current custodial relationships with Schwab and Fidelity.

Americana Partners is a member of the Dynasty Network of independent advisory firms. For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management.

Dynasty Investment Bank served as exclusive financial advisor to Americana Partners and provided financing to help support the transaction. Dynasty is an integrated platform partner with Americana providing turnkey technology and investment platform related services in addition to capital support to help fuel their impressive inorganic growth objectives.

About Americana Partners

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Headquartered in Houston, Texas, Americana offers financial planning and investment management services. Free from most of the constraints of corporate ownership, Americana is empowered to leverage support from Dynasty Financial Partners and other industry experts.

For more information, please visit www.americanapartners.com

LinkedIn: https://www.linkedin.com/company/americana-partners/