Santiago Vidales HildebrandtPro
Financial advisor · Wealth management
Founding expert- Credential
- Investment adviser representative in Texas (Series 66)
- Licensed in
- Texas
- Languages
- English and Spanish
- Works
- In person · Remote
- Serves
- Families and business owners with international ties
Credentials and services
Services
- Investment portfolio management
- Financial planning
- Wealth planning for business owners
- Cross-border family services
- Lending for real estate and business
- Family office services
- First consultation
- A first meeting to understand who you are, your business and your goals. Then a portfolio built around your risk profile and time horizon, held in your name at Charles Schwab.
- How fees work
- Annual fee from 0.75% to 1.5% of the assets managed, depending on the amount and type of investments
3 quick tips
General information, not financial advice.
Patience is key in investing. Long-term vision is what separates good investors from the rest.
Their story
Santiago Vidales Hildebrandt is a financial advisor in Houston and the co-founder and managing principal of Praestantia Capital, an independent multi-family office. He manages investment portfolios and organizes the finances of families and business owners, often with ties to more than one country. Originally from Lima, Peru, he spent about ten years at major banks, including Bank of America Merrill Lynch, UBS, BBVA and HSBC, before founding his own firm, with offices in Houston and San Antonio.
His goal is to simplify. He looks at the full picture, business and personal, then builds a portfolio around each client's real risk profile and time horizon, with assets held in the client's name at Charles Schwab. Beyond investments, he helps with financial planning, lending for real estate and succession planning for business owners. Clients do not need to live in the United States or have a Social Security number to work with him.
Best advice for new clients
Think long term and be patient. Nobody can promise to double your money in six months.
The mistake I see most
Business owners know how to make money in their company, but not how to grow money with money. They leave personal and family planning behind.
Who I help best
Families and business owners with substantial assets, usually over $1 million in liquid assets, especially those with ties to more than one country.
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