Deep Advisory Group: Services, Team and How It Works

What is Deep Advisory Group?

Deep Advisory Group describes itself as "a small, senior cross-border counsel": the firm people call "when immigration, capital, jurisdiction and risk collide across the Americas." Its tagline is "Expertly managing assets, people, and risks across borders," and its site says it guides "founders, investors, and families" through immigration pathways, fiscal and jurisdictional questions, and the placement of assets across countries.

The idea behind the firm is that these questions are connected. A family moving part of its life to the United States faces a visa decision, but also questions about where its money sits, how it is taxed, how it is insured, and what happens to it if someone dies. A Mexican manufacturer expanding north faces trade rules, financing, and the visas its managers will need. Deep Advisory Group's pitch is to look at those pieces together and coordinate the specialists who handle each one.

A few points from its own pages shape what kind of firm it is:

• Small and selective. The about page says it works "with a deliberately limited number of clients" so each engagement gets senior attention.
• A coordinator as well as an adviser. "When a question extends beyond our bench, we coordinate with a curated network of lawyers, bankers, and fiduciaries on the client's behalf." For immigration in particular, it says petitions are drafted and filed by immigration counsel it works with, while the firm keeps "strategic oversight."
• Binational. Three of its five offices are in Mexico and two in Texas, the site is published in English and Spanish, and every office lists both languages.
• By appointment. "Initial conversations are by appointment only, in person or via video conference."

The about page also describes the firm as a global mobility practice offering immigration consulting, "international talent acquisition and placement strategies," and "bespoke third-party family office services." Those last two are not given their own service pages, so ask about them directly if they are why you are calling.

Who owns or runs Deep Advisory Group?

The site names Mace Miller as "the Managing Member of Deep Advisory Group." Managing member is the usual title for the person who runs a limited liability company. His bio says he holds a BBA and an MBA from the University of Texas at El Paso and a law degree (J.D.) from Texas Tech School of Law, and that he held Series 6, 7 and 65 securities licenses while working as a principal at a U.S. financial services firm. It also says he was managing director of a municipal-derivative hedge fund and has "advised or managed assets and transactions exceeding $1B USD." Those are the firm's own statements.

The site does not publish an ownership breakdown, a founding year, or the name of the legal entity you would sign with. If those matter to you, ask for them in writing before you engage.

Is Deep Advisory Group legit? What can be checked

People ask this before handing a firm their passport history and balance sheet. Here is what can be checked from public information:

• Street addresses for five offices. The site publishes a full address, hours and languages for each one (see offices).
• Named people with stated degrees and licenses. All seven team members have bio pages listing their schools, and most list a direct email address at the firm's domain.
• A public investment adviser record. The site says its wealth advisory work runs "through its U.S. Registered Investment Advisor platform." In the SEC's public Investment Adviser search (adviserinfo.sec.gov), we found a Texas state-registered investment adviser at the same address as the firm's El Paso office (213 S. El Paso St.). That record is filed under the names Mexus Wealth Management and Mexus Advisory, LLC, not under the Deep Advisory Group name. It shows Texas registration approved on 28 March 2025 and a Form ADV filed on 16 June 2026. Ask the firm to confirm which registered entity provides its advisory services and to give you its Form ADV brochure.
• One adviser you can look up. The same public search lists Federico Vielledent as an investment adviser representative of that firm, registered in Texas since 28 March 2025, with the Series 65 exam passed on 7 October 2024 and no disclosures shown when we checked. That matches the Series 65 his bio mentions.
• Clear disclaimers. Its estate tax tool and articles say they are educational and "not a tax return or legal opinion," and tell readers to consult qualified counsel before acting.

What we could not check: we did not verify the law licenses in the bios against the State Bar of Texas or other bar directories, and we did not find a current securities registration under Mace Miller's name in the SEC's adviser search (his bio describes those licenses as held during an earlier role). The site shows no client reviews or testimonials, so there are no published review figures to report. If independent references matter to you, ask the firm for them.

Who is on the team?

The people page lists five "Senior Advisory Team" chairs and two directors. Titles, degrees and licenses below are as the site states them.

A few details from the bios help explain who does what:

• Jeremy Anderson advises individuals, families and companies on immigration strategy, relocation, employment-based immigration and global mobility programs. His bio says he has appeared on outlets including CNN en Español, BBC, Univision and Telemundo to comment on immigration developments.
• David Arase has worked on market strategy and sourcing with companies in China, Singapore, Latin America and the U.S., and his bio says he has served as U.S. legal counsel to companies in audio technology and furniture importing. His focus at the firm is tariffs, customs classification and supply chain structure.
• Federico and Ricardo Vielledent work on international health coverage and long-term planning for internationally mobile families. Their bios say they co-founded a separate international private medical insurance advisory platform.
• Roberto Ortigoza works on market entry and workforce mobility for foreign-owned businesses in Mexico and the U.S. His bio says he is also CDMX director of a binational immigration law firm.
• Darilú Cartagena focuses on life insurance, including helping foreign nationals qualify for U.S. policies. Her bio says she has worked for more than 10 years within a related immigration law group and its affiliated entities.

Some of the team's work is through other businesses named in their bios. If it matters who you are contracting with for a given piece of work (the advisory firm, a law firm, an insurance agency or the investment adviser), ask that question at the start.

What services does it offer?

The site groups its work into five "capabilities." Each has its own page; the sections below go through them one by one.

Every office page lists all five capabilities, so you can start the conversation from whichever office is closest.

Global immigration consulting

This is the firm's most detailed service description (it appears both on the capability page and on a separate Immigration Pathway page). The firm's point is that immigration is not just form-filling: "this advisory model evaluates immigration as part of a broader legal, financial, and risk-management architecture."

What the work involves, according to the site:

1. A diagnostic assessment. The firm looks at your nationality, immigration history, business goals, family relationships, available capital, tax exposure and long-term residency plans.
2. A sequenced strategy. The goal is "not merely to identify a qualifying visa category" but to order the steps around your liquidity, regulatory timelines and risk tolerance.
3. Handing filings to counsel. Once a pathway is chosen, "experienced immigration counsel" handle petition drafting, evidence, compliance review and submission. The firm keeps strategic oversight so the filings stay consistent with your financial and business plans.
4. Risk analysis alongside. The firm says it adds financial modeling and scenario planning, because immigration decisions often involve capital at risk, relocation, tax residency changes and business continuity.

Visa categories the site discusses. The service page gives examples of what the analysis may cover: comparing the E-2 treaty investor visa with the EB-5 immigrant investor program; an L-1 "new office" strategy that later moves to EB-1C permanent residency for multinational managers; consular processing versus adjustment of status for families; and labor certification timelines, visa bulletin projections and portability rules for employment-based cases. Its articles also cover O-1 visas for international student-athletes earning name, image and likeness (NIL) income, and investor immigration planning around EB-5.

Because filings are done by immigration counsel, ask early who that counsel will be, how they are engaged and paid, and whether you will have a direct attorney-client relationship with them.

Multinational risk management and insurance

The risk management page describes protecting "wealth, preserve mobility, and create long-term stability across jurisdictions." The risks it lists are rising healthcare costs, cross-border litigation, political and regulatory instability, tax and estate exposure, currency swings, and business continuity.

The tools it names are international health and life insurance, asset protection strategies, "jurisdictionally appropriate ownership structures," liability mitigation and succession planning. The firm frames the goal as "anticipating complexity before it becomes disruption" rather than only buying a policy.

Life insurance for foreign nationals. A firm article by Darilú Cartagena explains a common question for non-U.S. residents: U.S. life insurers usually want to see a real connection to the United States, called "nexus," before issuing a policy. Examples the article gives include owning U.S. property, investing in or running a U.S. business, holding U.S. bank or financial accounts, spending meaningful time in the U.S. each year, or holding a visa that supports ongoing U.S. activity. It adds that applicants typically need to be physically in the U.S. while applying, complete medical underwriting, document their finances and verify their identity. The firm says its role is to check whether you already have enough nexus, or whether it can be structured, and to guide the application.

International health coverage. Two of the firm's chairs focus on international private medical insurance for internationally mobile families, and several of its articles discuss health insurance products sold in Mexico.

Insurance eligibility, pricing and underwriting decisions are made by insurers, not by the firm. Ask which carriers it works with, how it is paid on a policy (commission, fee or both), and which licensed agent will place the coverage.

Capital stack advisory

This service is aimed at businesses rather than individuals: international companies, investors, developers and operating businesses looking for U.S. or global capital. According to the page, the firm advises on the design and sourcing of debt and equity for cross-border operations, expansions, acquisitions, recapitalizations and liquidity events, mainly for businesses with assets or operations in Latin America, Europe and the United States.

The financing types it names include:

• Sale-leasebacks of international real estate, industrial facilities, logistics assets, manufacturing equipment and other operating infrastructure, which the firm says can free up balance-sheet equity while the business keeps using the asset. A firm article by Mace Miller looks at sale-leasebacks in Mexico in detail.
• U.S. private credit: senior secured loans, asset-backed facilities, mezzanine financing, bridge capital, specialty finance and structured private debt placements.
• Equity and debt mix: weighing cost of capital, risk, covenants and dilution.

Services may include capital sourcing, transaction positioning, investor presentation support, lender negotiations, structuring analysis, and coordination with legal, tax and accounting advisers in each country. The firm says it works with a network of institutional lenders, family offices, private funds and alternative capital providers. Its examples include a Latin American industrial group monetizing assets, a European company looking for U.S. dollar financing, and an entrepreneur expanding into the U.S. The site does not say how this work is priced (for example, a retainer, a success fee, or both), so ask.

Jurisdictional optimization for businesses

This capability is about "where and how businesses operate globally": placing operations across legal and regulatory environments. The page focuses on the U.S.–Mexico corridor, and treats trade as more than goods and supply chains. It points to the "dual-layered" risk investors and businesses face: returns depend on how the asset performs and on how the peso and dollar move. Currency positioning, liquidity planning and capital deployment, it says, have to be decided with both countries in mind.

The advisors listed here bring trade and manufacturing experience (David Arase), investment and legal background (Mace Miller) and Mexican corporate immigration work (Roberto Ortigoza). The firm's trade articles show the kinds of questions involved: nearshoring economics, how global firms split production across countries with Mexico as a node, and what the July 2026 USMCA joint review means for rules of origin, tariffs, capital decisions and executive mobility. The USMCA article walks through three scenarios (a Mexico manufacturing platform, a family-owned cross-border company and a private equity acquisition) and suggests treating the treaty's annual review as a trigger for a yearly planning check.

Wealth advisory

The wealth advisory page says the firm serves international individuals, families, entrepreneurs and closely held businesses with U.S.-connected money "through its U.S. Registered Investment Advisor platform," and that, as a registered investment adviser, it "operates under a fiduciary standard, placing client interests first."

The page lists the complications it aims to handle for non-U.S. investors: U.S. estate tax exposure, withholding, reporting obligations, banking limits and succession across several countries. Depending on the client, it says services may include:

• U.S. dollar investment portfolios
• international asset protection and wealth preservation
• coordinating cross-border estate and succession planning
• offshore and foreign investment structuring
• access to institutional platforms and alternative investments
• insurance-integrated planning
• family-office-style coordination
• liquidity and capital planning for international business owners
• investment access suited to non-U.S. persons
• working with foreign lawyers, tax advisers and accountants

The firm describes its approach as "risk-adjusted portfolio construction, long-term capital preservation, and jurisdictionally informed planning." A separate memo on the site by Mace Miller shows how a Mexican investor's return on U.S. stocks depends on both the stock return and the dollar-peso exchange rate, with worked examples and a partial currency hedge. It ends with a disclosure that it is "for informational purposes only."

The site does not publish advisory fees, account minimums or the custodian that would hold assets. A registered adviser's Form ADV Part 2A brochure normally covers fees, conflicts of interest and custody, so ask for it (it is also available through the SEC's public adviser search) before opening an account.

The U.S. estate tax estimator

The home page links to a free U.S. Estate Tax Exposure Estimator, labeled a "2026 Educational Estimate." You choose whether the person is a U.S. citizen or domiciled individual, or a nonresident who is not a U.S. citizen (NRNC), then enter U.S. stocks and securities, U.S. real estate, other U.S.-situated assets, estimated debts and deductions, and an optional hypothetical planning reduction. It returns the gross estate, net estate, exclusion amount, an estimated effective rate and an estimated federal estate tax. Results can be printed.

The tool explains its assumptions: it applies the federal estate tax rate schedule, assumes no prior taxable gifts, and for an NRNC estate uses a $60,000 credit equivalent, noting that an estate tax treaty "may materially change the result." It also lists many things it does not determine (domicile, situs, treaty eligibility, marital deductions, state taxes and more) and says not to change ownership of any asset based on it. After the result it offers a "confidential planning review" with the firm.

Where are the offices, and when are they open?

All five offices list the same phone number, +1 (915) 221-1225, which is also the firm's WhatsApp line. Because first conversations are by appointment, book before you visit. Video meetings are offered, so you don't need to live near an office. The people pages show where team members focus: most are listed under "Americas," David Arase under "Americas · Asia," and Roberto Ortigoza under "México."

How much does Deep Advisory Group cost?

Prices are not published. The site lists no fees, retainers, hourly rates or account minimums for any service, and it does not say whether the first conversation is free. That is common for advisory firms whose work is scoped case by case, but it means you should ask early.

What is likely to affect cost, based on how the site describes its work:

• Which services you need. An immigration strategy, a life insurance placement, a capital raise and an investment account are different kinds of work and may be paid differently.
• Who else is involved. Immigration filings are handled by counsel the firm coordinates with, and the site describes outside lawyers, accountants and insurers working alongside it. Their fees may be separate.
• How the firm is paid on products. Insurance is usually paid through commissions, investment advice through advisory fees, and capital raising often through success fees. Ask which applies to you.
• Government and third-party costs. Visa filing fees, investment amounts (for example under EB-5 or E-2) and insurance premiums are separate from any advisory fee.

To get a figure, describe your situation through the contact form, by email or on WhatsApp, and ask for a written scope and fee proposal. For the wealth advisory side, the Form ADV brochure should state the fee schedule.

How an engagement works, step by step

The site does not publish a single client process, but its contact page, service pages and articles describe the outline:

1. Make contact. Use the contact form (name, firm or organization, email, nature of inquiry and message), email info@deepadvisorygroup.com, call or WhatsApp +1 (915) 221-1225, or email a team member directly.
2. Book an initial conversation. It is by appointment only, in person at one of the five offices or by video.
3. Diagnostic review. For immigration, the firm describes reviewing nationality, immigration history, business goals, family, capital, tax exposure and residency plans. Its EB-5 article suggests a similar order for investor families: define the family's goal, map the balance sheet, check eligibility and visa availability, test source-of-funds documents, review the investment itself, then coordinate tax, estate, banking, insurance and education planning.
4. Strategy and team. The firm sets a plan and brings in the specialists needed: immigration counsel for filings, insurance professionals, lenders or capital providers, tax and estate counsel, or its investment advisory platform.
5. Execution with oversight. Specialists carry out their part (for example, counsel files the petition) while the firm keeps the pieces consistent with the overall plan.
6. Ongoing review. For businesses, the firm's trade article suggests revisiting cross-border structures on a regular cycle, such as each USMCA annual review.

The Professional Partners Program

This program is for professionals, not clients. It lets attorneys, accountants, economists, insurance professionals and financial advisers "formally associate" with the firm. According to the program page, the arrangements are:

• Joint Representation Agreements with "Deep member licensed attorneys," for immigration, corporate, securities and finance attorneys and for international tax and estate planning counsel.
• Teaming Agreements with accountants, international tax advisers, economists and financial advisers.
• Agency Agreements with insurance professionals and risk advisers.

The firm says each partner keeps "full independence," and that the program covers three areas: immigration and global mobility strategy, multinational estate planning, and worldwide risk management and asset protection. For clients, this explains how outside professionals may appear in an engagement. Ask who they are and how each one is engaged.

What it publishes

The Insights section had ten articles when we checked, dated April and July 2026, on immigration, trade, capital and insurance. Examples: E-2 vs EB-5 compared, immigration and NIL income for international student-athletes, why investor immigration needs a balance-sheet view, the July 2026 USMCA joint review, nearshoring economics, Mexico's place in multi-country production, sale-leasebacks in Mexico, and U.S. life insurance for foreign nationals. There is also the currency memo on foreign investment in U.S. stocks. Articles carry the author's name, and the longer ones end with a notice that they are not legal, tax or investment advice. They are a useful way to see how the team thinks before you call.

How it compares with other options

Who it suits, and who should look elsewhere

Questions to ask before you engage

1. Which legal entity will I sign with, and which registered entity provides investment advice? Can I have the Form ADV brochure?
2. How are you paid on each part of my plan: flat fee, hourly, retainer, advisory fee, insurance commission or success fee?
3. Who will file my immigration case, and will I have a direct attorney-client relationship with that lawyer?
4. Which of your team members are licensed in the jurisdiction my matter involves, and for what?
5. Which insurers, lenders or capital providers do you work with, and do you receive anything from them?
6. Who is my main contact, and which office and language will we work in?
7. What will the first conversation cover, and is there a charge for it?

How to get started

1. Read the capabilities page and any related insights articles to frame your question.
2. If U.S. estate tax is a concern, try the estate tax estimator for a rough educational figure.
3. Pick the closest office, or plan on a video meeting.
4. Fill in the contact form, email info@deepadvisorygroup.com, or call or WhatsApp +1 (915) 221-1225 to book an initial conversation.
5. Bring the questions above, plus a summary of your immigration history, family, assets and business interests.

Visit Deep Advisory Group

Terms you'll see on the site

• E-2: a nonimmigrant treaty investor visa for nationals of treaty countries (including Mexico) who invest in and run a U.S. business.
• EB-5: the U.S. immigrant investor program, which leads to permanent residence after a qualifying investment and job creation.
• L-1 and EB-1C: L-1 is a visa for intracompany transferees (including to open a new U.S. office); EB-1C is a green card category for multinational managers and executives.
• Consular processing vs adjustment of status: getting an immigrant visa at a U.S. consulate abroad, versus applying for a green card from inside the U.S.
• O-1: a visa for people with extraordinary ability, discussed on the site for international athletes.
• Nexus: a real connection to the United States that U.S. life insurers usually require before covering a foreign national.
• Capital stack: the mix of debt and equity that funds a business or project.
• Sale-leaseback: selling a property or asset you use and leasing it back, to raise cash while keeping use of it.
• RIA: a registered investment adviser, registered with the SEC or a state, which owes clients a fiduciary duty.
• NRNC: a nonresident who is not a U.S. citizen, for U.S. estate tax purposes.
• Situs: where an asset is considered located for tax purposes.
• USMCA: the United States–Mexico–Canada Agreement, the trade agreement that replaced NAFTA.

Frequently asked questions

This guide describes what Deep Advisory Group offers. It is not legal, immigration, tax, insurance or investment advice; talk to a licensed professional about your own situation.

Sources

All pages checked on 19 October 2026.

1. Deep Advisory Group, home page: deepadvisorygroup.com
2. About: deepadvisorygroup.com/about
3. Offices: all offices, Mexico City, El Paso, San Antonio, Ciudad Juárez, Chihuahua
4. People: our people, Mace Miller, Jeremy Anderson, David Arase, Federico Vielledent, Ricardo Vielledent, Roberto Ortigoza, Darilú Cartagena
5. Capabilities: overview, Global Immigration Consulting, Multinational Risk Management, Capital Stack Advisory, Jurisdictional Optimization, Wealth Advisory
6. Immigration Pathway: deepadvisorygroup.com/immigration-pathway
7. U.S. Estate Tax Exposure Estimator: deepadvisorygroup.com/estate-tax-calculator
8. Professional Partners Program: deepadvisorygroup.com/partners-program
9. Contact: deepadvisorygroup.com/contact
10. Foreign Investment in U.S. Equities memo: deepadvisorygroup.com/foreign-investments
11. Insights: index, U.S. life insurance nexus, investor immigration balance sheet, E-2 vs EB-5, NIL immigration strategy, USMCA annual governance, sale-leasebacks in Mexico, nearshoring, multi-country production
12. SEC Investment Adviser Public Disclosure, firm CRD 334394: adviserinfo.sec.gov/firm/summary/334394
13. SEC Investment Adviser Public Disclosure, Federico Vielledent (CRD 7903358): adviserinfo.sec.gov/individual/summary/7903358