Family Office
We aspire to become the global coordinator of your assets, under a relationship of mutual trust that allows us to successfully achieve a set of predetermined objectives.
To this end, we implement a roadmap to help us determine the family's objectives and needs:
- Drafting of an IPS (Investment Policy Statement) to determine the Family's return/risk parameters, time horizon, investment limits and liquidity needs.
- Investment selection. Our Independence allows us to select only those managers that prove to generate long-term value. We also analyze illiquid investments such as Real Estate in the United States / Europe, Private Capital, Venture Capital and provide advice in corporate transactions or financing needs.
- Monthly consolidated report of all investments under supervision: Detailed information of the overall portfolio and by entity. Consolidated performance measurement by account, by asset class and by investment. Periodic rebalancing with respect todos the strategy outlined in the initial IPS. Our reports also include real estate and corporate assets.
- Coordination of other specialized professional services: coordinating the family's own services or proposing some validated by the firm: accounting, insurance, tax.
foundations
Wealth with a clear sense in the long term and that has must be preserved throughout different generations.
Together with the Foundation's Board of Trustees and financial management, we will address the following phases:
- Development of an IPS (Investment Policy Statement) adapted to each Foundation / Endowment. In this phase, aspects such as the time horizon over which the foundation's assets will be managed, the risk tolerance of the Board of Trustees, the return expectation set, the policy of reinvesting the return in the Foundation vs. financing the operating budget, strategies and/or instruments not accepted in any case, will be taken into account.
- Implementation of the strategic asset allocation respecting the guidelines established in the IPS. In this phase, managers that have proven to generate long-term value will be selected. It will be taken into account which criteria or values the entities manage with in order to provide greater sustainability to the Foundation's investment.
- iAdvise makes bi-annual presentations to the Board of Trustees of the Foundations and periodic meetings with the Investment Committee in those cases where the Foundation has one.
Family Business
A comprehensive service for family businesses that aims to accompany the family in all phases of their business life.
We do not replace the current suppliers, but together with our professionals we accompany the family in the following matters:
Family Organization in the company (Family Protocol, Conflict of Partners)
Independent participation on boards, financial control, optimal financing structures, restructuring, etc...
Independent advice on family savings or corporate liquidity management.
