Wealth Advisory
Intelligent wealth management with customized strategies and access to exclusive opportunities.
In collaboration with Cobalto EAF, customized wealth strategies are designed, combining technical analysis with strategic vision to preserve and grow each client’s wealth in any economic environment.
1. Integral asset management
Design of customized strategies for the protection and growth of your assets.
2. Design of investment portfolios
Construction of diversified portfolios adapted to your risk profile and financial objectives.
3. Access to private capital
Privileged connection with private banks and exclusive investment funds normally reserved for high net worth individuals.
4. Private equity opportunities
Access to selected investment projects with growth potential in strategic sectors.
5. Long-term planning
Strategies for the tax-efficient preservation and transfer of family wealth between generations.
6. Advice on alternative assets
Design of the optimal organization for your business with a long-term strategic vision.
7. Preventive advice
Investment in non-conventional assets (private equity, hedge funds, real estate funds) for advanced diversification.
8. Heritage protection
Legal-financial structures to shield your assets against contingencies.