How do we work with our clients?
The first thing we do is to consider the global picture. We do not need to be involved in all the financial affairs of the family, but we must have an integral knowledge of their assets. This is the only way to add value. Then, we help them to organize themselves in order to facilitate coordination. What is interesting and valuable during this process is that, while we get to know the details of the family’s assets, we are able to understand its values and priorities. With this information, we can design a strategic plan that allows the family to understand what it will achieve, how and the timeframe.