We look after your interests

(+34) 93 626 47 75

Torres Sarrià, Carrer de Can Ràbia, 3-5, 4ª Planta BCN 08017

(+34) 91 794 19 82

Pº de la Castellana, 93 2nd floor MADRID 28046

CFO: Independence and freedom

Cluster Family Office offers you independence and freedom

Only independent family offices can put themselves in their client’s shoes, provided that the following criteria are met:

How do we promote freedom and independence?

No minimum contract term, There is no minimum contract term or minimum subscription period of services between the Cluster Group and our clients.

They are all free to decide whether to continue using our services or to stop using them at any time.

We are independent; our background and shareholding structure enable us to maintain a genuine investor’s perspective and mindset, and rule out any possibility of dependence. As a result, our interests and those of our clients are fully aligned. We are all in this together.

Assets held exclusively in the Client’s name.

The Cluster Group does not accept any form of power of attorney or authorisation on behalf of the Client to carry out transactions relating to their assets, with the exception of those arising from a portfolio management mandate through Banco Alcalá’s asset management department, registered with the Bank of Spain under number 0188, for whom we act as authorised agents.

Another key criterion applied by our Family Office is the comprehensive, accurate, confidential and thorough information for the client and their family, as well as constant communication.

Every client, every family is a unique and one-of-a-kind case and wealth management needs are extremely diverse. That is why it is essential for families to find a team of advisers and managers who can adapt to their life goals and their financial and non-financial needs. Banco Alcalá and Cluster Family Office, acting as authorised agents, offer you a service that is fully tailored to your circumstances.

Fees for financial services are set and charged by Banco Alcalá on the basis of the client’s total assets or on the basis of the results and objectives achieved, depending on the management or advisory services required from the bankNon-financial services will be invoiced on a case-by-case basis, tailored to the circumstances of each client.

These are the only systems that guarantee complete independence for a family office, as they help to avoid the usual malpractices in wealth management:

  1. Unnecessary purchases and sales assets to generate commission
  2. Creation and maintenance of unnecessary, complex and costly legal structures
  3. Taking unnecessary risks

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