Visualice esta web en un navegador m�s moderno como Google Chrome, Edge o Firefox.

Wealth Management • Family office

Family Office

Our Multi-Family Office service provides independent advice to families on the management of their wealth so as to maximize the achievement of their goals.

Who are we addressing?

1

Clients with liquid assets about which they must make management decisions.

2

Families whose origin is closely linked to a family business

3

Wealth generated as a result of a liquidity event.

Do you have your own family office?

Yes

  • Coordinating family offices
  • Main subcontracted services (tax, financial...)
  • Delegated investment office monitoring the investment in depth with professional criteria

Not yet

  • Monitoring investment directly with the family
  • Relationship with all the financial institutions
  • Family agenda regarding the investment activity
  • Document filing administrative tasks
  • Order management

And our investment model?

It is characterized by

  • Not making investment decisions ourselves
  • Selecting the best portfolio managers at an international level
  • The best model to train and develop the family as an investor.

Non-economic objectives

  • Professionalize the management of family assets (organize it)
  • Generate family bonding in the management of the assets, preventing all kinds of conflict

Investment Services for Family Office

+

sophistication

-

Training

  • Provision of the necessary materials/resources

Management

  • Design of initial architecture (supplier model, typology of investment funds, portfolio profiling adv.)
  • Review of reports/Discussion of management implications
  • Resolution of everyday doubts with regard to managerial issues
  • Investment Committee preparation and attendance
  • Participation in strategic reflections, family events adv.
  • Legal/tax support in specific identified aspects (using external resources as required)

Middle Office

  • Preparation of management reports
  • Resolution of everyday doubts with regard to supplier management issues
  • Logistics training of Investment Committees

Administration and accounting

  • Preparation of account/tax reporting and integration into Family Office systems
  • Resolution of everyday doubts with regard to accounting/administrative issues

Cookies settings

This website only uses own and third-party cookies with technical purposes, it neither collects nor transfers user data without the user’s consent.