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Phone+34 91 702 78 41

info@activecompass.es
Active Compass Multi Family Office. Family Office España Active Compass Multi Family Office. Family Office España
  • Home
  • About us
  • Services
    • Estate consultancy and advice
    • Finantial services
    • Business advice
    • Other services
  • Family Office
  • Frequent Queries
  • Contact us
  • Español
  • compass
    ACTIVE COMPASS
    We help you manage your assets
  • calculadora
    What is the current situation of my assets?
  • chess
    Is my investment policy in line with my objectives?
  • GRAFICO2
    How can I keep and grow my assets?
  • ESCALERA
    Are my children ready for inheritance?
  • MUNDO
    Is this the right moment to sell my business?
  • IDEA
    Must I invest in a business idea that a friend has proposed to me?
  • PATRIMONIO-Y-EMPRESA
    What if tomorrow I am not able to manage my assets?
  • empresa
    Why don’t I have a fully dedicated professional to manage my assets just as I do with my business?
  • general
    I need to clear things up
  • ENGRANAJE3
    I require an integral service that can make everything work

What is worrying you?


If these questions are worrying you we have the right services for you

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Estate consultancy and advice
Services provided
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Financial services
servicios
Services provided
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Business advice
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Services provided
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Other services
servicios
Services provided

Our philosophy makes us different

The best counseling is a result of our interests being common to yours

Complete focus on client

Full dedication. For us, as for you, this is what matters most.We want to listen and we know how to listen

Decision making

We help you to make decisions with the utmost confidentiality with respect to your personal financial data, including a detailed analysis of your overall assets.

What is best for you, in Spain and abroad

We help you to identify, choose and maximize the value of the most adequate multidisciplinary specialists, with access to processes and services.

Your objectives, our priorities

Optimisation of results according to pre-established objectives with a dynamic asset allocation that guarantees optimal execution, uninterrupted monitoring and tailored reports

In line with you

Complete transparency where retribution is strictly associated to the work that has been done. In no circumstance do we have access to resources; it is only the client that has complete control of assets and accounts

We control risk

Monitoring and management of risks (legal, regulatory and reputational) for service providers

Clear upfront ideas that will allow us to offer a fully transparent service


Our work method is based on active listening

 

  • What do you have?What do you need?

    We carry out exhaustive qualitative and quantitative analyses and above all: we listen and we work to know everything about you and your assets, including your personal, professional, business and family situation. 

  • Tailored investment policy

    We dedicate our time to satisfy your needs through our investment criteria. You will save time contacting suppliers and you will feel safe with the optimal asset allocation.

  • Estate administration

    Detailed monitoring of implementation of investment proposals and report drafting. We also offer higher profitability through reduction and optimization of costs.

  • Uninterrupted monitoring

    We are constantly working on you and your assets, foreseeing your needs and providing information as clearly and transparently as possible.

Contact us

Send us an email and we will contact you

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

What are you looking for?

Información de Contacto Madrid

  • Active Compass
  • Calle Orfila 3. Madrid
  • +34 91 702 78 41
  • +34 91 702 78 41
  • info@activecompass.es
  • www.activecompass.es

Active Compass© [2017].

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