Wealth Solutions
Financial Services · 51 Employees
Email Address: info@wealthsolutions.com
- Overview
- Employees
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About
Wealth Solutions, asesora a clientes de altos patrimonios tanto particulares como de instituciones (Fundaciones, ONG's, Sociedades de inversión, Single Family Offices, etc.) en todo el proceso de la planificación y gestión del patrimonio financiero.
Asimismo, realiza cursos de formación a medida para familias y entidades en gestión de inversiones, diseño de políticas de inversión, construcción de carteras, selección de activos, gestores y productos de inversión, reducción de costes y aspectos operativos del soporte de la gestión patrimonial familiar entre otros.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
C/ Miguel Ángel, 21– 6ª PL
Madrid, Community of Madrid 28010, ES
Keywords
Private Wealth ManagementGestión Patrimonial FamiliarFamily OfficeAsesoramiento IndependienteFinancial PlanningAsset Managementand FilantropíaFilantropí
Location
3
- C/ Miguel Ángel, 21– 6ª PL Madrid, Community of Madrid 28010, ES
Email Formats
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FormatExamples
first + last
andywarhol@wealthsolutions.com
first_initial + last
awarhol@wealthsolutions.com
first + last_initial
andyw@wealthsolutions.com
first
andy@wealthsolutions.com
last
warhol@wealthsolutions.com
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