Rafael Carrillo, Nordia Capital | Financial Services Review | Top Family Office Wealth Management Services In PanamaRafael Carrillo, CEO
Legacy is the heartbeat of a family's identity, shaping its values, vision, and the mark it leaves on future generations. Wealth is more than just a measure of success—it’s the engine that sustains that legacy.

That’s why high-net-worth families seek more than just financial growth—they want to protect their wealth, align it with their values, and make strategic decisions that benefit their businesses and future generations. They seek global financial solutions, elite expertise, and a trusted partner who understands their ambitions. Juggling these complexities while preserving both business longevity and family unity is no small feat—but with the right guidance, it becomes a legacy in the making.

Nordia Capital exists to solve this equation. As a premier family office and wealth management firm, it goes beyond traditional financial advisory services to offer a holistic approach that integrates financial planning, wealth structuring, and business development. With a focus on sustainability and legacy, the firm helps families across Latin America navigate the complexities of wealth to ensure prosperity thrives across generations.

“We apply our deep banking expertise to craft custom solutions for our clientele. Through our global network of top-tier banks, we provide secure custody of their assets and liabilities while granting access to premier commercial solutions,” says Rafael Carrillo, CEO of Nordia Capital.

The firm facilitates clients’ professional and financial development by growing their capital and helping optimize their strategic business decisions. Thanks to its global network of specialists, Nordia Capital offers a wide range of financial solutions tailored to clients’ personal and professional needs. Services such as sophisticated private banking, investment structures, global asset protection, and tax optimization support wealth growth, business development, and long-term financial security. The firm also helps families establish governance frameworks and succession protocols to ensure stability across generations.

Nordia Capital’s expertise extends to wealth management, asset mapping, and business structuring, enabling the identification of risks and opportunities and the creation of customized strategies. It assists in optimizing family business transactions for sustainable growth while designing governance structures that promote generational harmony. With access to an international banking network, the firm helps clients mitigate cross-border risks and facilitate foreign investments, ensuring a seamless financial experience in an increasingly interconnected world.

We apply our deep banking expertise to craft custom solutions for our clientele. Through our global network of top-tier banks, we provide secure custody of their assets and liabilities while granting access to premier commercial solutions


The firm operates on the principles of persistence and family values to earn the trust and recognition of its clients. By providing honest, strategic advice aligned with their best interests, Nordia Capital empowers clients to focus on their core businesses with confidence.

A notable success story involves a Latin American family business facing challenges related to succession and asset diversification. After conducting an in-depth asset mapping analysis, the firm identified that the majority of the client’s wealth was concentrated in a single sector and jurisdiction. Nordia Capital leveraged its professional network and redesigned the family’s portfolio, implementing a more efficient and diversified investment strategy. The restructuring improved liquidity, reduced risk, and allowed the family to maintain focus on its core business. The firm also assisted with succession planning— drafting trust deeds and governance protocols—to ensure continuity and long-term stability under clear governance rules.

Nordia Capital upholds transparency and trust as the foundation of its client relationships, ensuring that every recommendation serves clients’ best interests and remains free from conflicts of interest. Guided by the enduring stability of the North Star—a symbol of direction and reliability for centuries—the firm provides steadfast financial guidance, even in the most uncertain conditions. In a constantly evolving financial landscape, its multidisciplinary approach equips Latin American families with the confidence to make strategic decisions, safeguarding and growing their wealth sustainably for generations to come.