Our raison d´être
Our business responds to an existing market niche for an independent service that offers confidence and efficiency and is adapted to your global needs:
We have a very clear philosophy and slogan
The best counseling is a result of our interests being common to yours
Our team is composed of multidisciplinary professionals with extensive experience. We have realized that the only way to succeed in our work is to make sure that interests of both parties are one in the same. This results in independence and transparency, allowing our clients to deposit full trust in us. That is why you will feel safe and that is why we only have one objective: yours; to achieve this we will provide you with the best tools and our full efforts because our interests are the same as yours.
We have principles
- Complete focus on client with full dedication.
- Help in the process of decision making, analysing overall assets in detail.
- Identification, choice and maximization of the added value of multidisciplinary specialists, providing access to all products and services.
- Optimization of results according to pre-established objectives allocating dynamic assets, guaranteeing adequate implementation, uninterrupted monitoring and tailored reports.
- Absolute transparency with retribution associated only to work carried out, establishing independence from suppliers.
- Monitoring and management of risks (legal, regulatory and reputational) of service providers.
- Work ethics and confidentiality, where the client is most important.
We have values
- Commitment: Based on knowing the client and establishing a trustworthy long term relationship with him.
- Independence: Of our advisory model; given that our interests and objectives and those of our clients are one in the same.
- Professionalism: Backed by our multidisciplinary technical team with more than 20 years of experience that provides a top quality service with full dedication.
- Transparencia: Base de nuestra ética profesional. Total transparencia retribuida.
- Confidencialidad: En el trato de la información, prudencia y confianza.
We have a mission
We propose to provide a consultancy and advisory service for overall assets based on a work model where the client is of crucial importance and the interests in both parties concur. Our foundations lie in:
- client trust and understanding,
- full commitment,
- experience and quality service
- as well as counselling independence sustained on transparent retribution carried out exclusively through the client.
We have a vision
To create an independent entity that is referential in overall asset consulting and advice for family groups.