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Greenwood Family Advisors
Greenwood Family Advisors functions as a multi-family office based in Miami. Carlos Anllo II and Nicolás Suárez-Inclán, both former J.P. Morgan executives,...
Greenwood Family Advisors
Greenwood Family Advisors functions as a multi-family office based in Miami. Carlos Anllo II and Nicolás Suárez-Inclán, both former J.P. Morgan executives, established the firm. It supplies tailored wealth management focused on investment oversight and intergenerational capital preservation. The office deploys capital through private equity and private credit. Confirmed focuses include buyouts in healthcare services and biotech. Activity remains limited to North America. No specific portfolio companies or co-investors appear in available records. The firm lists three principals and maintains two Miami properties. Carlos Anllo II serves on the Palmer Trinity School Board of Trustees. Philanthropic support extends to the Miami Music Project. No operational events from the last 24 months are recorded. Governance centers on the three named principals and their separate consulting entities. No external fund vehicles or club memberships beyond the school board are disclosed.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Miami, FL, United States
Principals
Carlos Anllo II
Managing Director and CCO
Nicolás Suárez-Inclán
Partner
Jennifer Aguerrebere
Partner and Investment Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Greenwood Family Advisors?
Carlos Anllo II holds the role of Managing Director and CCO. Nicolás Suárez-Inclán serves as Partner. Jennifer Aguerrebere acts as Partner and Investment Advisor.
What asset classes does Greenwood Family Advisors use?
The firm deploys through private equity and private credit. Focus areas include buyouts in healthcare services and biotech.
Where does Greenwood Family Advisors invest geographically?
All confirmed activity occurs in North America.
Does Greenwood Family Advisors maintain philanthropic structures?
The firm provides support to the Miami Music Project and Palmer Trinity School.
What is the background of the founders?
Carlos Anllo II and Nicolás Suárez-Inclán previously worked at J.P. Morgan. Jennifer Aguerrebere manages GDP Investment Consulting LLC.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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