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ORMIGA Capital PRIVATE WEALTH MANAGEMENT

Private wealth management, built without borders.

We bring investment management, planning, and cross- border expertise together for individuals, families, and business owners across Latin America.

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ORMIGA WEALTH PRIVATE WEALTH MANAGEMENT

Private wealth management, built without borders.

We bring investment management, planning, and cross- border expertise together for individuals, families, and business owners across the United States and abroad.

WHY ORMIGA

One relationship. Every discipline.

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Integrated by design

Investment management, planning, and tax-aware strategy coordinated by one team - not handed between departments.

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Genuinely cross-border

Built by an adviser working across the U.S., Europe and Mexico - for clients whose lives, families, and assets don't stop at a border.

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A boutique, not a call center

You work directly with the people who know your plan - not a rotating queue of representatives.

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Backed by a regulated global network

Ormiga Capital operates in partnership with a global licensing network, pairing the infrastructure of an established network with the attention of an independent practice.

HOW WE HELP

A complete approach to your wealth.

Every client's circumstances are different. Our approach stays the same — understand your situation, coordinate the right expertise, and stay available as your needs evolve.

Wealth & Investment Management

Portfolios built around your goals, time horizon, and risk tolerance — not a model everyone gets.

Financial & Retirement Planning

A plan that adapts as your life, income, and priorities change — reviewed with you, not just for you.

Cross-Border & International Advisory

For international expats working abroad and families with assets in more than one country.

Estate & Legacy Planning

Coordinated with your attorney and tax advisor, so your wishes actually hold up when it matters.

Business Owner Services

Guidance through growth, succession, and every major financial decision along the way

Risk & Insurance Planning

Protecting what you’ve built along the way — not just growing it.

WHERE WE WORK

Wealth management that travels with you.

Ormiga Capital helps Mexican and Latin American families plan for their future with clarity and confidence. Whether you’re growing your wealth, preparing for life’s next chapter, or planning for the next generation, we understand your priorities and speak your language — literally and financially.

Europe

Latin America

Core markets today, with the international network in place to support clients and referral partners as relationships expand.

LEADERSHIP

Founded by advisers, not a committee.

AV

Aaron Vickery

FOUNDER & CHARTERED WEALTH MANAGER

Based in Mexico, Aaron is a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI) in London. He leads Ormiga’s cross-border and international client relationships, specialising in generational wealth and trust planning and helping Latin American investors to avoid US estate taxes. 

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Let’s start with a conversation.

Whether you’re planning for retirement, moving across a border, or building a business, we’re here to help you think it through.

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