Nicolas Sanz

Houston · International Wealth Management

Nicolas Sanz

International Wealth Advisor
Cross-border advisory for Mexican and Latin American families

Focus

Houston-based international wealth advisor for Mexican and Latin American families, including cross-border relationships between the United States and Mexico. English and Spanish.

Typical work: families and entrepreneurs who live, invest, or have businesses on both sides of the border and need one advisor who understands that picture — not a product sale.

Asesor de patrimonios internacionales en Houston, con enfoque en familias mexicanas y relaciones transfronterizas entre México y Estados Unidos.

About

I help affluent and high-net-worth families navigate wealth across borders — with particular depth serving Mexican families and relationships between the United States and Latin America.

The work is relationship-first: understand the family, then build a disciplined long-term strategy. Not simply manage a portfolio.

Bilingual in English and Spanish. Nearly a decade in private banking and wealth management in Houston and Miami. Citywire Next Generation 2025, Senior Wealth Manager.

Background

Florida International University — BA Finance, BA International Business.

I am currently building the next chapter of my advisory practice.

Other

Founder of Quack Circle, a separate entrepreneurial community.