OUR ADDED VALUE
Integrated solutions
Specialists with extensive experience
Team at your disposal
SERVICES EXPLAINED
Wealth Management Strategy
We implement the wealth management strategy dynamically adapting the distribution of assets to the changing circumstances of our clients.
Banks and Managers
We coordinate with different managers (banks and asset managers).
Institutional Conditions
We negotiate the conditions with the different managers and suppliers, minimizing costs in products and services, especially those that generate little added value. Free from conflicts of interest.
Objectives and Global Strategy
We set client goals and establish a unified strategy for long-term wealth. We assist the client to control their own assets.
Legal Structure
We seek ideal legal structure through experts, according to each client’s particular characteristics and objectives.
Suppliers and Advisors
We seek, coordinate, and supervise the actions of other advisors and service providers in both the legal, tax, and strategic issues of the client.
Results Analysis
We comparatively analyze the results on a regular basis. We carry out constant monitoring and render accounts to the client in an integral way.
Consolidation and Reporting
Information Integration systems of all types of investment and tailored to each client’s needs (Masttro, Allocare). Online access to reports with daily ratings.
Evaluation and Monitoring of Alternative Investments
We evaluate and track our clients' projects. We offer solutions in alternative investments according to the client’s needs.
