The expansion of Mexican companies into the United States is not only modifying their business operations, but is also generating new financial and asset management needs for their owners, who must consider aspects such as investments, liquidity and obligations in both countries.

During the webinar Wealth Mobility: Mexico and the United States in a new economic and regulatory environment , Juan Carlos Eguiarte, Country Manager Mexico of BAI Capital , explained that the internationalization of businesses also influences the personal and family decisions of entrepreneurs.

This phenomenon, called by the firm as near living , arises as a consequence of nearshoring , when the presence of a company in different markets begins to influence where the members of the business families live, invest or study.

As part of this trend, Eguiarte highlighted that, between April 2025 and March 2026, Mexican buyers purchased approximately 9,400 homes in the United States, for an estimated value of five billion dollars , according to figures from the National Association of Realtors (NAR) cited during his presentation. These transactions represented 14% of purchases made by foreigners, placing Mexico as the second-largest source of buyers, second only to Canada.

The specialist pointed out that a company can maintain its production in Mexico and develop commercial operations in the United States, which implies frequent travel, new financial management needs, and greater exposure to different currencies.

Given this scenario, he highlighted the importance of separating the finances of companies from the equity needs of their owners , considering payment obligations, the availability of resources, and the risks associated with operating in both countries.

Finally, he explained that asset mobility requires a strategy that considers both business continuity and decisions regarding investment, housing, education, and family succession, particularly among entrepreneurs with cross-border operations.

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