Our Team
We are a boutique practice — intentionally small, and built around deep client relationships. Every engagement is led personally by our founders.
Horacio Garcia
Founder & Principal
Mr. Garcia brings a 30-year career in Private Banking and Commercial Banking in Mexico, the USA and Europe (London, Monaco and Geneva). Throughout his career, Mr. Garcia cultivated personal relationships with leading Mexican families and advised them both as Institutional Clients and for Personal Banking relationships.
He previously worked at the Senior Management level for Bear Stearns and Alex Brown, which later became Deutsche Bank/Alex Brown. Mr. Garcia served on the Management Board of the Banque Pasche Monaco and was in charge of the Ultra High Net-Worth Desk. Mr. Garcia attended the School of Finance at the University of Denver, the General Motors Management Development Program in Michigan and the Shearson Lehman/American Express Financial Consultant Internship Program.
He is a Partner at Alpen Partners, Alpen Partners International and Goldbach Capital.
Maria Isabel Alvarado
Ms. Alvarado holds a Bachelor’s Degree in Business Administration from Universidad Iberoamericana in Mexico and a Master’s Degree in International Marketing from Universidad Autónoma de Madrid.
She began her professional career in the fields of Marketing and Public Relations, developing extensive experience in strategic communications, brand positioning, and client relationship management.
With more than 10 years of experience in the life insurance industry, she has worked across multiple areas including operations, policy administration, underwriting support, client service, and sales. Throughout her career, she has helped individuals, families, and business owners implement wealth preservation, estate planning, and life insurance strategies tailored to their unique financial objectives.
Her combination of business expertise, international marketing knowledge, and extensive industry experience enables her to provide personalized solutions and exceptional service, helping clients protect their assets and achieve their long-term financial goals.
Partner
Andrea Garcia
Partner
Ms. Garcia previously served as Global Director of Young Leaders at Monaco Private Label, an initiative of the Monegasque government, where she led international programs focused on next-generation leadership, business development, and cross-border stakeholder engagement. Prior to that, she held roles at BlackRock in Mexico and Hibachi in New York.
Ms. Garcia holds an MBA from Columbia Business School and a bachelor's degree in International Affairs from Northeastern University, where she graduated magna cum laude. She currently serves as Co-Founder and Chief of Staff at PhilARThropy, a nonprofit dedicated to ensuring sustainable funding for art and music teacher salaries in New York City Public Schools.