About us > Active Compass Multi Family Office. Family Office España

Who we are?

Active Compass EAFI is an Independent Financial Advice Company, IFAC, authorized and registered at the “Comisión Nacional de Valores” (CNMV), number 64.

We specialize in asset advice and great estate management.

We work with professionals with more than 40 years of experience in leading businesses in the banking and legal fields such as Merryll Lynch, UBS, Banco Santander and Gómez-Acebo & Pombo Abogados.

Team

Javier Rosino

Senior Partner

Socio Principal Active Compass

Ver Perfil

A team that is completely coordinated with the client

The implementation of the financial strategy requires the development of a multidisciplinary team coordinated perfectly with the family.

High qualification team

Accumulated experience of more than 40 years in leading financial institutions (UBS, Merrill Lynch, Lehman Brothers, Banco Santander or Gómez Acebo y Pombo) dedicated to financial, legal and mercantile advice.

Network of specialists

We have a network of specialists working with us for the benefit of the client that provide us information and products with which we complete our investment proposals. Possible cost optimization thanks to the total volume assessed.

Advisory committee

Advisory committee for confirmation of strategic decisions of the business.

What makes us different?

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:

Why you need independence and transparency

Management and financial advice is in the hands of banking institutions and boutiques, generally operating in conditions of direct conflict of interests with clients. We do not invoice suppliers and do not accept commissions.

Why you need control over your assets and accounts

Active Compass does not have direct access to accounts, you have control over assets at all times

Why you need the best tools and access to markets

Banks and boutiques do not work with a global virew of all client´s assets and interests. We do have such a view and apply the best tools and access to markets to them

Why you need personalized monitoring and confidentiality

We offer exhaustive monitoring and easy to understand reports whilst maintaining strict confidentiality.

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.