In 2013, Eric Barlow and his partner Brett Belliston saw the need for advanced financial consulting firms in the San Diego and Salt Lake City markets and that’s when Andina Family Offices was born. The firm was named after the great Andes mountains in South America because of their fortitude, grandeur, and beauty.
Eric, who is a Sage Executive Group member, and Brett brought years of experience in tax planning, investment portfolio management, business planning, estate planning, cash flow management, risk management, and legacy planning to building a fee-based financial house they would be excited to live in.
“Andina provides a comprehensive solution for business owners and wealthy families to accomplish their short and long-term financial goals,” Eric says. “Whatever stage in life or business cycle a successful family is in, Andina can add tremendous value in helping organize, simplify, and execute a path to their ideal future.”
In Eric’s view, stock and bond management has been commoditized and life insurance is oversold. Unfortunately, this is the mainstay of most financial firms, large and small. Business owners and wealthy families have needs far exceeding what most firms offer, he says. By applying a client-focused, Family Office approach, Andina helps families maximize opportunities and avoid pitfalls.
Comprehensive services include sophisticated tracking and reporting on all holdings, advanced legacy planning, private equity deal flow and due diligence, leveraged buyouts, venture capital, private real estate, private credit and hedge fund investing. In addition, alternative investment opportunities include timber, rare coins, art, almond farms, oil and gas and master limited partnerships.
These offerings along with best in class technology software programs and integrated advanced tax planning, help maximize net returns that add significant value to clients, he said.