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Nosotros

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Somos un despacho especializado en dar consultoría patrimonial a personas, familias y empresas. Nos encargamos de analizar la situación patrimonial financiera y de seguros de cada cliente y ofrecer estrategias integrales que den solución a sus necesidades de ahorro de largo plazo, inversión, protección, herencias y estrategias testamentarias, construyendo sobre lo ya existente bajo estrictas políticas de calidad y confidencialidad en la atención a nuestros clientes.

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Nuestra misión

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Nuestra misión es ayudar al mayor número de personas, familias y empresas a tener un mejor futuro financiero y a protegerse ante los riesgos económicos que implica la pérdida o invalidez de una persona económicamente importante en la empresa o en la familia.

Nos apasiona ayudar a la gente a construir y asegurar su futuro.

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Conoce a Nuestros Socios

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daher@life-experts.consulting

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LAE -Tec de Monterrey | MFA-University of Texas | Financial Services Specialist – American College of Finance | Harvard Management Program | Profesional de Seguros- Miembro Diamante (Top 5% Nacional) | Miembro Grupo Atlantis NYL | Miembro MDRT – Court of the Table | Coach en Finanzas Personales.

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LEM – Tec de Monterrey | MBA – Tec de Monterrey | Financial Services Specialist-American College of Finance | Applying Management- Univerity of Oxford, UK | Harvard Management Program | Profesional de Seguros- Miembro Diamante (Top 5% Nacional) | Miembro Group Atlantis NYL | Miembro MDRT | Coach de Finanzas Personales.

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Exclusivo grupo de estudio formado por un selecto número de consultores patrimoniales, con los más altos estándares de ventas y satisfacción de clientes a nivel Nacional, cuyo objetivo es fomentar el desarrollo profesional y personal de sus integrantes para mejorar la calidad de sus servicios.

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Asociación Nacional que se dedica a contribuir a la formación continua de consultores y asesores a través de un código de ética, impulsando el cumplimiento de las leyes y reglamentos establecidos por las autoridades.

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La Universidad más Antigua del mundo de habla Inglesa y una de las Universidades más reconocidas a nivel mundial con sede en Oxford, UK.

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La escuela de Negocios en Harvard con sede en Boston, Massachusetts, con Maestrías y Doctorados altamente reconocidos a nivel mundial, así como cursos de Posgrado y estudios Corporativos en línea.

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Universidad situada en el área metropolitana bicultural más importante y con el más alto flujo comercial terrestre del mundo. Focalizada en las relaciones e interconexiones comerciales y culturales en ambos lados de la frontera.

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La Universidad privada más Reconocida de México con uno de los más altos niveles en Licenciaturas y Maestrías reconocidas no solo en México sino en el mundo.

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La asociación de Consultores Patrimoniales más importante del mundo. Con sede en el estado de Illinois, USA. Únicamente el 2% de los asesores seleccionados de entre todos los países del mundo pueden ser miembros de esta asociación a la cual pertenecemos y en la que somos no sólo miembros sino parte del comité y consejo que representa a México.

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Posgrado del American College of Finance, enfocado en perfeccionar el conocimiento financiero necesario en el entorno de consultoría patrimonial.

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La empresa aseguradora más sólida de México con más de $90,000 millones de pesos en reservas, más de 75 años en el país y 175 años a nivel mundial, además de contar con la mejor calificación financiera otorgada a una aseguradora Latinoamericana.

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Información

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55-1838-5677 / 55 5156-8549

daher@life-experts.consulting

pao@life-experts.consulting

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