Diagonal Investment Office, a Sanctuary Wealth Partner, Launches to Expand Global Capabilities and Serve Latin American Clients at Home and Abroad

Miami-based team led by veteran international advisors Rodolfo Rake and Santiago Rey

We are excited to introduce Diagonal Investment Office, our new partner firm based in Miami. Diagonal Investment is led by its founders Rodolfo “Rudy” Rake and Santiago Rey. Together they are working towards creating a boutique family office model and working with Sanctuary Wealth allows them to have a broker dealer without always needing to execute transactions through a third-party.

"The products and services that Diagonal can offer are quite different from what the Latin American audience is used to. That market is heavily transactional, and Rudy and Santiago are introducing them to a better and more efficient fee-based model," said Robert Walter, President, Sanctuary Wealth. "They are taking the model that has worked so well for our world class domestic advisors and applying it to non-residents. It's custodial agnostic, meaning that Diagonal can advise these clients on the entirety of their assets, regardless of where they are custodied."

Read the Wealthmanagement.com article as well as the PR Newswire piece!

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