Strategy

Help decide the financial strategy within the group strategy.

Needs

Set goals for each generation or family group members with different needs.

Efficiency

Optimize taxation together with the client's tax advisors.

Selection

Help the selection of financial institutions, managers and depositaries, both nationally and internationally.

Control

Parameterize the risk measures necessary for the control of investments.

Personalization

Customize reports to monitor portfolios.

Goals

Set short, medium and long-term performance targets for each of the investment strategies adopted.

Recommendations

Issue recommendations adjusted to the strategies in accordance with the tactical vision of the investment committee.

Monitoring

Periodically review the evolution of profitability and risk control with the client.