

WHY ORMIGA
One relationship. Every discipline.

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

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.

A boutique, not a call center
You work directly with the people who know your plan - not a rotating queue of representatives.

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.
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.

