Family Office
We aspire to become the global coordinator of your assets, under a relationship of mutual trust that allows us to successfully achieve the objectives set.
To this end, we implement a roadmap to help us determine the family's objectives and needs:
- Drafting of an IPS (Investment Policy Statement) with the determination of the Family's return/risk parameters, time horizon, investment limits and liquidity needs.
- Investment selection. Independence allows us to select only those managers that prove to generate long-term value. We also analyze illiquid investments such as real estate in the United States / Europe, Venture Capital, Venture Capital and advise on corporate transactions or financing needs.
- Monthly consolidated report of all investments under supervision: Detailed information on the overall portfolio and by entity. Consolidated performance measurement by account, by asset class and by investment. Periodic rebalancing against the strategy outlined in the initial IPS. Our reports also include real estate and corporate assets.
- Coordination of other specialized professional services: coordinating the family's own services or proposing some validated by the firm: accounting, insurance, tax.
foundations
A heritage with a clear sense of long term and that has to be preserved throughout different generations.
Together with the Foundation's Board of Trustees and financial management, we will address the following phases:
- Development of an IPS (Investment Policy Statement) adapted to each Foundation / Endowment. In this phase, aspects such as the time horizon over which the foundation's assets will be managed, the risk tolerance of the Board of Trustees, the return expectation set, the policy of reinvesting the return in the Foundation vs. financing the operating budget, strategies and/or instruments not accepted in any case, will be taken into account.
- Implementation of the strategic asset allocation respecting the guidelines established in the IPS. In this phase, managers that have proven to generate long-term value will be selected. It will be taken into account which criteria or values the entities manage with in order to provide greater sustainability to the Foundation's investment.
- iAdvise realiza presentaciones bi-anuales al Patronato de las Fundaciones y reuniones periódicas con el Comité de Inversiones en aquellos casos en los que la Fundación cuente con este órgano.
Family Business
A comprehensive service for family businesses that aims to accompany the family in all phases of their business life.
We do not replace the current suppliers, but together with our consultants we accompany the family in these matters:
Family Organization in the company (Family Protocol, Conflict of Partners)
Independent participation on boards, financial control, optimal financing structures, restructuring, etc...
Independent advice on family savings or corporate liquidity management.
