- Email: info@sfiduciaria.com
- Phone: (506) 2100-3786
- Address: Santa Ana, San José | Marina Flamingo, Guanacaste
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Our approach focuses on delivering customized solutions that cover both asset management and estate planning, enabling our clients to achieve their financial and personal goals with confidence.
With over 50 years of combined experiene, our team is well-equipped to offer expert guidance and manage diffferent types of trusts, always focusing on security and efficiency in every transaction.
Among our services, trust management is one of our key services, designed to manage our clients' resources effectively. These trusts may include guarantees and investments in areas such as real estate developments and the construction of public and private infrastructure, including project financing. Each trust is custom-structured to maximize available resources and ensure the achievement of set objectives. Thanks to our extensive experience, we facilitate complex transactions while maintaining a high level of agility and security.
We also offer trust services focused on estate planning—an essential element for business continuity and the protection of generational wealth. These services include living trusts, shareholder agreements, and the implementation of Special instructions to disburse the entrusted assets. Our experts are not only skilled in managing these processes but also in establishing corporate incentive structures that promote motivation and performance within organizations. At Stratos, we are committed to providing a clear and effective framework that supports both business growth and the preservation of family wealth.