offering you independent advice to support the professional management of your wealth
Who this is for
We accompany our clients in making investment decisions.
We rely on our experience, knowledge and technology to plan and achieve the profitability objectives set.
We understand the history and particular characteristics of each family office and incorporate it into the financial advice they need.
We have in-depth knowledge of the financial needs and concerns of family groups, thanks to our experience and responsibility in managing various family groups.
We have our own experience in the development of business projects in various sectors (security, textile, financial, sports, hotels and so on) which we place at the service of financial advice to businesses.
Our own experience gives us a strong knowledge of the needs and objectives of our clients, which allows us to answer their concerns and meet their financial objectives more efficiently.
We also believe that our advice avoids duplication and unnecessary expenses.
As a sign of trust and transparency, the assets of our partners are invested in the same services that we recommend.
Life situation analysis
Strategic Equity and Financial Planning
Personalised portfolio analysis
Identification of investment opportunities and vehicles
Cost optimisation with the financial institution
Advice for each need/phase
Search for funding
Simultaneous work with up to 20 financial entities
Monthly control and monitoring
Supervision of specific managers for each type of asset
Detailed study of all funds
Collaboration and communication with the tax advisor
100% of our income comes from our clients, which eliminates any conflict of interest.
Financial advice in accordance with the regulatory framework of the European MiFID Directive. Authorised and supervised by the CNMV (National Securities Market Commission) with registration number 38.
We assume the risk standard set individually for each client to achieve their objectives.
We consider the effect of taxation as a way of aligning with the objectives and providing greater value to our clients.
We work as a team with the tax advisers of our clients.
Our team recommends a selection of the most inspiring and useful books on finance for you.