Family Office Services
We offer Planning, administration and wealth management services.
Planning of the structure and evolution of the heritage.
Administration and consolidation of assets.
Supervision and control over the performance of assets.
Cost analysis of family assets.
Advice of all kinds, especially of a legal nature.
Succession and hereditary planning necessary for the family group.
Evaluation and definition of the family risk profile.
Selection of investment assets based on the requirements of the family group.
Making the investments indicated by the family group.
Control over the evolution of the investments made.
Permanent financial advice for members of the family group.
Creation of the fiscal structures necessary for wealth management.
Valuation of other types of investments that generate profitability.
Carrying out real estate and corporate investments, savings or deposit plans.
Control of the yield obtained by the patrimony.