Family Office

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Family Office Services

We offer Planning, administration and wealth management services.

Heritage protection

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.
Trusteeship.

 

Equity growth

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.

 

 

Philosophy

Our Values

Our philosophy is based on trust, the passion that we put into each project and excellence in carrying it out.

Trust

Trust is something that is earned and we know it. We offer a personalized service establishing an excellent relationship with our clients not only in the short but in the long term to help them achieve their strategic objectives at any time.

Passion

We take each project as a new challenge, as a way to give the best of ourselves and to achieve the best results. We get excited every day, working with intensity and dedication to guarantee the best service to our customers, because we enjoy what we do.

Excellence

We pursue excellence in everything we do through a highly qualified team of professionals, we are constantly search on the way for perfection, which allows us to offer an exclusive and quality service to our clients.