Your wealth, needs to be properly managed not only if you would not want your assets to be lost or significantly diminished, but also if you want them to grow in a safe and effective way.
In this regard, as authorized officers by Banco Alcalá We offer you a series of services specially designed for you, which will allow you to discover our way of working, designed to provide you financial security and offering you the best services in asset management
If you do not know how a family office can help you control, increase and manage your assets, read what advantages and services we can offer.
We manage the assets of different types of customers, such as:
Review our types of customers, we are certain that you will fit into one of them. We can help you to anticipate, control and react to any unforeseen events.
Discover why CFO, as a member of the Cluster Group along with Banco Alcalá, stands out as one of the most requested companies in wealth management.
A Family Office is a multidisciplinary group of professionals who are experts in finance, real estate, taxation, among others. The Family Office acts as a unified point of contact for its Clients / Families, which provides various services in all matters related to their assets and liabilities. Obviously, such integral service requires a thorough knowledge of all the circumstances surrounding the wealth of its Customers.
The decision to hire a Family office is very important and significant, since it is very likely to become a long-term relationship. If you ask yourself the right questions, you will know if your financial situation requires a professional and comprehensive management with a 360 degree view of your personal and family assets as well as your particular circumstances. Come and meet us and we’ll help you determine if you need a FO.