• Home
  • About us
  • Services
    • Estate consultancy and advice
    • Finantial services
    • Business advice
    • Other services
  • Family Office
  • Frequent Queries
  • Contact us
  • Español

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

Estate consultancy and advice

Home Estate consultancy and advice
Image

Estate consultancy and advice

This service is available either in an independent form or as a first step in our Family Office service.

Family Office

Knowledge of client assets

Analysis and quantitative and qualitative assessment of integral assets of wealth capital

Definition of an investment policy

Establishment of objectives and plan of action

Monitoring and communication

Special care is taken to assure the correct drafting and preparation of tailored reports.

In order to find out where you can get to, you must first find out where you are


Our prerequisite is to know how to listen to a client

 METODOLOGIA-CONSULTORIA

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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