Wealth Management and Family Office

Cluster Family Office your trusted wealth management expert

The proper management of family wealth is necessary not only if you want your assets not to be lost, but also to grow safely and efficiently.

In this sense, as authorised agents of Banco Alcalá, we offer you a series of services specially designed for you, with which you will be able to discover our way of working, always thinking about your own financial security and offering you the best services in wealth management.

If you do not yet know the limits of a Family Office to help you control, increase and manage your assets, read on to find out more about the advantages we can offer you.

Through Banco Alcalá we manage the wealth of different types of clients, such as:

Celebrities
Heirs
Entrepreneurial families
People who have been lucky in the game
Small and medium savers
etc.,

Check out our customer types, you're sure to fit into one of them and we can help you anticipate, control and react to any unforeseen event..

Therefore, discover why CFO, as a member of the Cluster Group, stands out as one of the most sought-after companies in wealth management while remaining a group of co-investors with aligned interests.

SPORTSMEN AND ARTISTS

10%

HEIRS

25%

ENTREPRENEURS and SAVERS

50%

LOTTERIES

15%

What do you need to know about a Family Office?

What is a Family Office?

A Family Office is a multidisciplinary group of professionals with expertise in finance, real estate, taxation, etc. that acts as a single interlocutor for its Clients/Families, to whom, with its network of collaborators and partners, it provides various services in everything related to their assets and liabilities. Obviously, this comprehensive work requires an exhaustive knowledge of all the circumstances surrounding its Clients.
more information

Do I need a Family Office?

The decision to hire a family office is a very important and momentous one, as it is very likely to become a long-term relationship. If you ask yourself the right questions, you will know whether your financial and asset situation requires professional and comprehensive management and advice with a 360-degree view of your assets and personal and family circumstances. Come and meet us and we will help you determine if you need an FO.
Find out if I need it

(+34) 93 626 47 75

(+34) 91 794 19 82