Americana Partners is proud to announce our expansion into the Latin American market with the launch of Americana Partners International. This division is dedicated to providing family office services to ultra-high-net-worth individuals in the region. At the helm of this division is Jorge Suarez-Velez who will serve as CEO and Founding Partner of Americana Partners International (API). The Americana Partners International team recently launched a website in both English and Spanish at https://lnkd.in/gX3HzJNu. #WealthManagement #InternationalInvestments #GlobalInvestment #FinancialPlanning #AmericanaPartners #AmericanaPartnersInternational #Dynasty
Americana Partners
Financial Services
Houston, Texas 1,568 followers
Stewardship. Expertise. Access.
About us
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. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations. Americana Partners is a member of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, including research, institutional grade technology and analytical tools. The custodian for our clients’ assets is Schwab Advisor Services, whose objective role, along with those of several other key resource partners, gives our team the ability to serve as a true fiduciary. With offices in Dallas, Austin and Houston, Americana Partners is run by a team of experienced portfolio managers and investment advisors, with over 100 years of experience in wealth management.
- Website
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https://www.americanapartners.com/
External link for Americana Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Houston, Texas
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Investments, Investment Advisory Services, Financial Planning, and Wealth Management
Locations
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Primary
Get directions
811 Louisiana St
2420
Houston, Texas 77002, US
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919 Congress Ave
1145
Austin, Texas 78701, US
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8333 Douglas Avenue
Suite 450
Dallas, Texas 75225, US
Employees at Americana Partners
Updates
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Uncover market trends, key economic indicators, corporate earnings, sector performance, and global recaps. Subscribe today and receive weekly reporting notes and a link to listen in on. Explore our insightful analysis and commentary at our Weekly Market Update call on Monday mornings with David Darst and Robert Wellington. https://bit.ly/3SLT8GU
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This month, our Managing Partner and President, Ron Thacker, was featured on the @WhatMattersPod episode titled "Navigating Decades of Market Turbulence." In this episode, Ron shares his 40-year journey in the financial industry, discussing how he has navigated various market crises and emphasizing the importance of personal relationships in wealth management. The conversation also delves into Americana's strategies for preparing the next generation of clients and outlines future growth and expansion plans amidst an evolving economic landscape. Click on the link to watch the podcast: https://bit.ly/3RS21ir
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Ronald Thacker said it best, "We could not be more proud of how far Americana Partners has come, and we are excited and optimistic for our future" This achievement underscores our platform's strength and our talented team. We're thrilled to welcome @Jorge-Suárez-Vélez as CEO and founding partner of Americana Partners International, bringing over two decades of experience in Mexican political and economic affairs. to learn more please visit the America International page https://bit.ly/3xFRtfw
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David Darst and Josh Caltrider, CIMA® attended the APPL's 70th Annual Meeting and Conference in Boston earlier this month, where they explored diverse topics vital to the energy sector, coupled with insights into cutting-edge technologies, ethical considerations, negotiation tactics, and invaluable leadership strategies. The AAPL - American Association of Professional Landmen supports nearly 12,000 members with ethical standards, legislative advocacy, career advancement, and professional support. Through educational events and certification programs, AAPL helps landmen achieve distinguished professional competence and success.
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It's been an exciting few weeks at Americana Partners as we geared up for the launch of our new division. Check out the feature on Houston Business Journal about our expansion into Latin America, now serving ultra-high net worth clients with our new international division, Americana Partner International. Leading the charge is Jorge Suarez-Velez, a recognized expert on economic and political issues in Latin America. Read more: https://bit.ly/3xFwiKx
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Thank you to Bloomberg for the support of this announcement. “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 3rd and 4th generations. 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.” - Jason Fertitta Jorge Suarez-Velez will serve as CEO and Founding Partner of Americana Partners International (API). The new division will be dedicated to providing family office services to ultra-high net worth families in Mexico that are looking to diversify their investments, and who have younger generations needing family office services in the US. Read the full article: https://lnkd.in/ebrn7d4Q #WealthManagement #InternationalInvestments #GlobalInvestment #FinancialPlanning #AmericanaPartners #AmericanaPartnersInternational #Dynasty
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Congratulations to Sheldon Busch, CFP®, Benjamin Athens, Bobby Jones for their recognition in AdvisorHub's 2024 Top RIAs to Watch Ranking highlighting their unwavering dedication and resilience. These advisors earned recognition in three categories: Benjamin: Recognized among the top 200 Advisors to Watch Robert: Ranked #22 among the top 150 Advisors To Watch (Over $1B) Sheldon: Ranked #59 among the top 250 Advisors to Watch (Under $1B) For the full rankings, visit: https://lnkd.in/es6tKEek
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