Private Wealth & Family Enterprise Consulting

The Aguilera Corporation provides sophisticated advisory services to high-net-worth individuals, family offices, and multi-generational family enterprises. Our approach integrates wealth preservation strategies, business governance expertise, and cross-jurisdictional legal acumen to address the complex challenges facing significant private capital. We combine data-driven analysis with decades of experience navigating the unique intersection of family dynamics and wealth management.

Through our specialized marketing execution arm, Ascendant Agency, we also offer discrete communication and brand management services tailored specifically for private clients and their ventures.

Back view portrait of successful businessman standing by window and looking outside with his hands in pockets, copy space

Our Methodology

We believe in personalized transformation rather than standardized solutions. Our advisors function as trusted confidants to wealth creators and stewards, bringing fresh perspective while honoring each family's unique heritage, values, and vision for the future. By integrating strategic insight, governance expertise, and international legal knowledge, we develop frameworks that are not only innovative but also generationally sustainable and jurisdictionally sound.

Services

Hands of social worker giving documents to elderly woman

Wealth Strategy & Governance

· Family Office Design & Optimization
· Succession Planning
· Family Constitution Development
· Next Generation Preparation
· Conflict Resolution & Mediation

Wealth Strategy & Governance

  • Family Office Design & Optimization — Creating or refining the structures that manage private wealth
  • Succession Planning — Facilitating the transition of leadership and ownership across generations
  • Family Constitution Development — Establishing governance frameworks that balance family values with business imperatives
  • Next Generation Preparation — Educating and integrating emerging family leaders into wealth stewardship
  • Conflict Resolution & Mediation — Navigating complex family dynamics with discretion and expertise
Close up of multiethnic workers shares insight on documents and reports during advisory board session late at night. Business associates reviewing diagrams for upcoming presentation.

Business & Investment Advisory

· Strategic Planning

· Private Investment Evaluation

· Market Expansion

· Digital Transformation

· Board Development

Business & Investment Advisory

  • Strategic Planning — Comprehensive roadmaps for family enterprise success
  • Private Investment Evaluation — Due diligence and analysis for direct investments
  • Market Expansion — Navigating new territories with confidence
  • Digital Transformation — Modernizing operations while preserving core values
  • Board Development — Creating effective governance structures for family-owned enterprise
Close up of international volunteers team stacking hands in unity and support, copy space

Legacy &
Philanthropy

· Family Legacy Planning

· Strategic Philanthropy

· Foundation Governance

· Impact Investment Strategy

· Heritage Preservation

Legacy &
Philanthropy

  • Family Legacy Planning — Defining and communicating multi-generational purpose
  • Strategic Philanthropy — Designing impactful giving strategies aligned with family values
  • Foundation Governance — Establishing effective structures for philanthropic entities
  • Impact Investment Strategy — Aligning investment portfolios with family values and social objectives
  • Heritage Preservation — Protecting and celebrating family history and contributions
Laptop with chart on its display at workplace of economist

Private Client
Marketing

· Personal Brand Development

· Reputation Management

· Strategic Communications

· Digital Privacy Strategy

· Specialized Content Creation

Private Client
Marketing

  • Personal Brand Development — Cultivating sophisticated personal and family brands
  • Reputation Management — Protecting and enhancing public perception
  • Strategic Communications — Managing public relations with precision and discretion
  • Digital Privacy Strategy — Safeguarding personal information in the digital landscape
  • Specialized Content Creation — Developing materials for private audiences and selective public engagement

Services

Hands of social worker giving documents to elderly woman

Wealth Strategy & Governance

· Family Office Design & Optimization
· Succession Planning
· Family Constitution Development
· Next Generation Preparation
· Conflict Resolution & Mediation

Wealth Strategy & Governance

  • Family Office Design & Optimization — Creating or refining the structures that manage private wealth
  • Succession Planning — Facilitating the transition of leadership and ownership across generations
  • Family Constitution Development — Establishing governance frameworks that balance family values with business imperatives
  • Next Generation Preparation — Educating and integrating emerging family leaders into wealth stewardship
  • Conflict Resolution & Mediation — Navigating complex family dynamics with discretion and expertise
Close up of international volunteers team stacking hands in unity and support, copy space

Legacy &
Philanthropy

· Family Legacy Planning

· Strategic Philanthropy

· Foundation Governance

· Impact Investment Strategy

· Heritage Preservation

Legacy &
Philanthropy

  • Family Legacy Planning — Defining and communicating multi-generational purpose
  • Strategic Philanthropy — Designing impactful giving strategies aligned with family values
  • Foundation Governance — Establishing effective structures for philanthropic entities
  • Impact Investment Strategy — Aligning investment portfolios with family values and social objectives
  • Heritage Preservation — Protecting and celebrating family history and contributions
Close up of multiethnic workers shares insight on documents and reports during advisory board session late at night. Business associates reviewing diagrams for upcoming presentation.

Business & Investment Advisory

· Strategic Planning

· Private Investment Evaluation

· Market Expansion

· Digital Transformation

· Board Development

Business & Investment Advisory

  • Strategic Planning — Comprehensive roadmaps for family enterprise success
  • Private Investment Evaluation — Due diligence and analysis for direct investments
  • Market Expansion — Navigating new territories with confidence
  • Digital Transformation — Modernizing operations while preserving core values
  • Board Development — Creating effective governance structures for family-owned enterprise
Laptop with chart on its display at workplace of economist

Private Client
Marketing

· Personal Brand Development

· Reputation Management

· Strategic Communications

· Digital Privacy Strategy

· Specialized Content Creation

Private Client
Marketing

  • Personal Brand Development — Cultivating sophisticated personal and family brands
  • Reputation Management — Protecting and enhancing public perception
  • Strategic Communications — Managing public relations with precision and discretion
  • Digital Privacy Strategy — Safeguarding personal information in the digital landscape
  • Specialized Content Creation — Developing materials for private audiences and selective public engagement

Ascendant Agency

As the specialized marketing arm of The Aguilera Corporation, Ascendant Agency provides bespoke communication solutions for high-profile individuals, family offices, and family enterprises. The agency delivers sophisticated marketing strategies that respect privacy while achieving strategic objectives.

adult businessman shot in urban environment

Private Client Services

2019-01-01
2020-01-01
2021-01-01
2021-01-01
2021-01-01
2021-01-01

Discreet Brand Development

Creating refined personal and family enterprise brands.

Controlled Narrative Management

Guiding public perception with strategic precision.

Crisis Preparedness & Response

Protecting reputation during challenging circumstances.

Legacy documentation

Preserve family and business histories through premium content.

Selective Media Engagement

Facilitating strategic visibility while maintaining privacy.

Digital Presence Optimization

Managing online footprints with security and purpose.

Ascendant Agency employs The Ascendant Method™, a proprietary process ensuring strategic alignment,
creative distinction, and measured outcomes for every initiative while maintaining the utmost confidentiality.

Client Profiles

Multi-generational Family Enterprises
First-generation Wealth Creators
Established Family Offices
Private Equity Principals
Family Foundations
International Business Families
Private Banking Clients
Family Business Consortiums