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Torres Sarrià, Carrer de Can Ràbia, 3-5, 4ª Planta BCN 08017
Pº de la Castellana, 93 2nd floor MADRID 28046
Analista de inversiones en renta fija, renta variable y private equity para la gestión de su propio patrimonio familiar con experiencia de más de 25 años. Asesor en planificación de real estate y estructuras internacionales de tenencia de activos. Publica habitualmente multitud de artículos en prensa, blogs y medios de comunicación financieros. Fundador y co-fundador de empresas en diversos sectores que posteriormente vendió para dedicarse exclusivamente al single y al multi-family office.
Ha gestionado el patrimonio y las inversiones de su propia familia desde principios de los años 90. Con la intención de crear una empresa que cubriese todas las necesidades patrimoniales a las que su propia Familia tuvo que enfrentarse hace más de dos décadas, fundó Cluster Family Office en Diciembre de 2007. Ciencias Empresariales por la UB. Agente mediador de seguros exclusivo, especializado en seguros de vida financieros y de ahorro. Ha impartido diversos cursos, seminarios y conferencias relacionadas con la gestión patrimonial integral y el Family Office. Consultor de estudios universitarios especializado en Universidades de los EE.UU.
Investment analyst specialising in fixed income, equities and private equity. Adviser on financial planning and on the creation and management of international investment and asset holding structures. Previously, he worked as a Financial Adviser in the Global Wealth Management division at Merrill Lynch USA. In this role, he was responsible for managing investment portfolios and acquiring clients in South Florida. He also worked at an IT consultancy and technology platform provider, where he held various senior positions.
He joined Cluster Family Office in May 2009. He holds a Bachelor’s degree in Business Administration, specialising in International Business and Trade, from Florida Atlantic University. He also holds a Diploma in Computer Engineering from Broward College, a Postgraduate Certificate in Wealth Management from the Institut d’Estudis Financers, and a Master’s degree in Corporate Finance from the University of Barcelona. He also completed the Investment Decisions and Behavioural Finance programme at the John F. Kennedy School of Government, Harvard University. He is a university admissions consultant specialising in US universities.
In charge of the Legal Department and Back Office of Cluster Family Office. He advises on legal matters in financial and real estate investments. Also provides strategic legal advice to companies. Family business consultant and university studies consultant specialising in US universities.
Previously, she worked as a lawyer at the law firm Mora & Ortega for 7 years, where she was responsible for managing Private Clients, Banks, Insurance Companies and other Institutional Clients. She holds a degree in Law from the University of Lleida.
Técnico Administrativa.
He holds a Global Executive MBA from the University of Miami (USA) and has specialised in a range of areas, including corporate finance, business and intangible asset valuation, M&A, and corporate governance. He holds a Bachelor’s degree in Public Accounting from the Instituto Tecnológico y de Estudios Superiores de Occidente (Mexico).
He has 20 years’ experience in the financial sector, having held senior management positions at leading institutions such as GRUPO BITAL-HSBC, INVEX NAFINSA and GRUPO FINANCIERO CREMI, and has served as a director for 13 years. He has worked as an external adviser to leading global firms such as Baker & McKenzie, AON Risk Services and UBS. He is a member of the Advisory Board of the Latin American Family Business Programme at the University of Miami. He has worked as a senior management adviser with One to One Corporate Finance and M Market M&A. He is a co-founder of Family Office Mexico and FOM Partners, representatives of Cluster Family Office Spain. He is a full member of the Centre of Excellence in Corporate Governance at the Universidad Anáhuac del Sur and Deloitte Touche.
He has served as president of the Guadalajara Chapter of the Mexican Institute of Finance Executives (IFECOM) and as a member of its national committees. He is a director and advisory board member of major national and international companies, including Grupo Urrea Herramientas, amongst others. He has worked as a financial specialist at IFECOM. He has held the chair in Corporate Finance at ITESO, UP and ITESM in Guadalajara, Mexico.
Consultant specialised in Human Resources and Family Business Consultant; totally oriented to the adequacy of people in their jobs from the internal perspective (Internal Evaluation) as well as from the external perspective (Executive Search, Recruitment and Selection).
Proven experience in different business sectors (Retail, R&D, FMCG, Publishing, Sports, Fashion, Automotive Auxiliary...) and different positions (Middle and Top Management).
Specialties: Entrepreneurial Family and Family Business Development
Direct Recruitment (Executive Search-Head Hunting service)
Recruitment and Selection
Individual and Collective Coaching (Departmental/Hierarchical)
Internal/External Evaluations
Work Climate Studies
Performance appraisals, etc.
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Torres Sarrià, Carrer de Can Ràbia, 3-5, 4ª Planta BCN 08017
Pº de la Castellana, 93 2nd floor MADRID 28046
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