About UNTITLED Sherpa®
What we do
Beyond strategic advice, we serve as the single point of contact for all international legal, tax, and fiduciary matters. We integrate seamlessly with your existing advisory ecosystem (financial, accounting, legal, and property managers) to ensure consistency, efficiency, and confidentiality in every decision.
- UHNW families with complex situations or fiduciary structures.
- Institutional families with complex assets exceeding US$ 100M.
- Financial institutions, private bankers, and multi-family offices managing these types of assets that require global legal, fiduciary, and tax support.
What we don’t do
We DON’T replace our clients’ local financial advisors or lawyers: we work alongside them.
We DON’T make investment decisions: our focus is estructural, not financial.
We DON’T charge fees based on your assets or returns: our fees are fixed and 100% independent.
What sets us apart
True peace of mind in managing your assets comes not only from technical solutions, but from close, expert, and conflict-free advice.
Why UNTITLED Sherpa®?
- Deep expertise in wealth planning and international taxation.
- Fixed and transparent fees, independent of assets or hours worked.
- Comprehensive approach with continuous support from our senior team.
- Absolute confidentiality and absence of conflicts of interest.
- Global network of strategic partners in key jurisdictions.
- Cost optimization through negotiation with third-party providers.
- Continuous innovation in solutions and processes.
Exclusive benefits for our clients
- Preferential fees on UNTITLED SLC’s fiduciary services.
- Special rates with Alberta La Grup (international concierge).
- Family governance advice in partnership with FECIG.
- Around-the-clock and personalized attention.
- Constant innovation in solutions and processes.
Discover how UNTITLED Sherpa® supports you every step of the way in your wealth planning journey.
Get started now
Tell us about your goals, and let’s discuss a tailored plan for you.
