Multi-Family Office · Puerto Rico
The mainland's best strategies, built for the Act 60 community.
Bright Path Portfolios helps relocated founders, investors, and families preserve and grow wealth. We've rewritten the book on top investment strategies for the Act 60 community.
What we do
Sophisticated strategy, tailored to island residency
We bridge two worlds—bringing the discipline of mainland asset management to the distinct opportunities of living and investing in Puerto Rico.
Institutional Portfolio Management
We bring systematic, tax-aware strategies, pioneered by firms like AQR and Quantinno, to Act 60 and Act 22 residents of Puerto Rico.
Act 60 Wealth Structuring
We coordinate with your legal and tax advisors to align your investment plan with Act 60 residency and reporting requirements, protecting your incentives.
Full Family-Office Coordination
From estate planning and philanthropy to reporting and next-generation education, we serve as the central hub for every part of your financial life.
Why Puerto Rico
Built around the realities of Act 60
Relocating to Puerto Rico is one of the most powerful wealth decisions a family can make—but the incentives only work when your investments and your compliance move in step. We were founded specifically to serve this community.
- Guidance aligned with Act 60 individual investor and export-services incentives
- Portfolio construction mindful of Puerto Rico–sourced income treatment
- Coordination with your bona fide residency and compliance timeline
- A local partner who understands both the mainland and the island
Bright Path Portfolios does not provide tax, legal, or accounting advice. We work alongside your qualified advisors to help implement your plan.
One Team
For your investing, tax, and estate planning needs
7 yrs
Average team experience on the mainland
100%
Focused on the Puerto Rico community
Our approach
A single, aligned team for your whole financial picture
Bright Path was founded by advisors who spent their careers managing capital for institutions and ultra-high-net-worth families on the mainland. We saw a gap: families relocating to Puerto Rico deserved the same caliber of strategy they left behind, tailored to the realities of Act 60.
We operate as a fiduciary-minded multi-family office—independent, fee-aligned, and selective about who we serve so that every relationship gets genuine attention.
“We built the firm we wished existed for families making the move to Puerto Rico.”
Managing Partner, Bright Path Portfolios
The gap we saw
World-class advice, built for life under Act 60
When high-net-worth families relocate to Puerto Rico, they quickly discover a problem: the caliber of investment advice they relied on back in the U.S. rarely follows them. Mainland firms understand institutional strategy but not the nuances of Act 60, while most local advisors know the incentive but not the sophisticated, tax-aware portfolio management these families are used to.
Bright Path exists in the overlap—pairing mainland institutional discipline with deep, resident-level fluency in Puerto Rico's tax incentives.
Frequently asked questions
We work with individuals and families who have relocated—or are planning to relocate—to Puerto Rico under Act 60, as well as local high-net-worth families seeking institutional-grade portfolio management.
Interested in learning more?
Tell us a little about your situation and a partner will reach out to arrange an introductory conversation. Everything you share is kept confidential.
Bright Path Portfolios
info@brightpathportfolios.com