Tulipán Partners

Cross-Border Wealth Operations

Operaciones Patrimoniales Transfronterizas

San Antonio, Texas

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The Practice

Tulipán Partners helps families with assets on both sides of the United States–Mexico border modernize how they hold U.S. dollars — beyond the friction of traditional cross-border banking.

We serve principals who have outgrown standard private-banking channels yet sit below the minimums of the Miami institutions: families with a Texas property, U.S.-resident children, or operating businesses on either side of the border. The dollars are already theirs. What has been missing is a clear path to holding them on their own terms.

The Mandate

Operational sovereignty.

Full command of a dollar position the family already owns — held on their own terms, under four principles we do not bend.

Self-custody, without exception

The family holds its own keys and authorizes every movement. We design and document; we never take custody of client assets.

Fixed fees, fully disclosed

Engagements are priced as flat professional fees. No assets under management, no performance participation, no entanglement in client entities.

Built for inheritance

Recovery and succession are designed in from the first meeting, so a position survives the principal and transfers cleanly to the next generation.

Compliance by partnership

Tax and legal work is referred to vetted cross-border CPAs and attorneys. The family's reporting obligations are met by specialists, not improvised.

The Engagement

Four movements, one settled position.

Discovery & Architecture

We map the family's current holdings, objectives, and succession structure, then design the dollar position and the custody architecture to match.

Configuration

Hardware custody is established, off-ramps are configured, and the operating procedures are written in both English and Spanish.

III

Recovery & Succession

The family demonstrates recovery before we close, and the inheritance pathway is documented so the position transfers without a probate entanglement.

Stewardship

An ongoing review keeps the position monitored, the procedures current, and a steady hand available when something needs attention.

The Principal

Scott M. Kilduff Jr.

Founder

A discipline built across two worlds.

Scott founded Tulipán Partners to bring institutional discipline to a segment the major institutions have left underserved. His background sits at an uncommon intersection: the compliance instinct of traditional finance and the operational fluency of on-chain treasury.

He began his career in traditional finance at Fidelity and Merrill Lynch, earning his Series 63 and 66 licenses, before spending four years at the Klima Foundation — a decentralized environmental-finance protocol — rising from Head of Policy to Executive, where he authored on-chain governance and managed treasury operations across institutional stakeholders.

Credentials Series 63 & Series 66 — securities licensure Former Executive, Klima Foundation Former Financial Advisor — Fidelity & Merrill Lynch B.A. Economics, University of Massachusetts Amherst

An introduction

For advisors with cross-border clients underserved by traditional channels, and for families operating across the border who feel constrained by standard options — a conversation is welcome.

scott@tulipanpartners.co

(413) 475-8426

linkedin.com/in/scott-kilduff