We take care of your wealth and manage your future
What is an Wealth Status Assessment?
Through the Wealth Status Assessment (WSA) we analyze the client’s current financial position and then identify an efficient allocation of their income under a strategy that includes fundamental principles of capital preservation, tax exposure and personal legacy.
¿What does it entail?
Using a questionnaire, we evaluate your current situation.
We analyze the information and create a report with the recommended strategy.
The strategy is implemented, we evaluate the process and we make sure to provide you with continuous advice, always seeking to comply with the long-term plan.
- Improve your money management
- Boost your savings
- Invest successfully
- Increase your income