Our Services
Investment Planning
- Global Wealth Management Strategy
- Investment Strategy / Risk tolerance
- Asset Allocation- Monitoring and Controlling
- Portfolio Manager Selection & Oversight
- Performance Analytics
Investment Management
- Equities
- Fixed Income
- Alternative Strategies
- Real Estate
- Mortgages (we believe a mortgage should work as hard as any other investment in the portfolio). Therefore, we design jumbo mortgages to take advantage of tax opportunities, improve liquidity and operate in conjunction with long-term investment goals. “Equity release” mortgages on primary residences and vacation homes in Spain and some European countries, providing tax planning opportunities for you and your beneficiaries, as well as initial capital release and the potential for annual income.
Integrated Planning/Legal Advice
- Financial Planning
- Tax Planning
- Insurance Planning
- Estate Planning
- Coordination of External financial and legal Advisors
- Coordination of External Accountants
Financial Accounting
- Consolidated Net Worth
- Performance Reporting
- Consolidated Accounting
- Tax Preparation in Spain and by External Accountants in other Jurisdictions
Family Continuity
- Meeting Coordination
- Strategic Family Issue Resolutions
- Succession Planning
- Intergenerational Wealth Transfer (Creation of a corporation in Luxembourg or another jurisdiction)
Charity - Philanthropy
- Creation of a Charity and/or Philanthropy Trust
- Creation of a private Family Trust or Foundation
- Foundation Administration / Trust Administration
Administration
- Budgeting
- Cash Flow and Bill Paying
- Supervising of Property Management
- Supervising of Trust Administration and Foundation Administration
- Insurance Placement and Monitoring
- Administrative Services