Help decide the financial strategy within the group strategy.
Set goals for each generation or family group members with different needs.
Optimize taxation together with the client's tax advisors.
Help the selection of financial institutions, managers and depositaries, both nationally and internationally.
Parameterize the risk measures necessary for the control of investments.
Customize reports to monitor portfolios.
Set short, medium and long-term performance targets for each of the investment strategies adopted.
Issue recommendations adjusted to the strategies in accordance with the tactical vision of the investment committee.
Periodically review the evolution of profitability and risk control with the client.