Welcome to Wealth Solutions

We reinvent wealth management, with no marketing of investment products or hidden costs, through a comprehensive approach -beyond investments- and so that your wealth serves you to achieve your objectives. Experience and knowledge at the service of your legacy and organization.

Our mission is to help investors and families succeed.

Experience

Experience

At Wealth Solutions, our team brings together hundreds of years of combined experience and more than 25 years of delivering a unique approach to wealth management. We serve more than 1,200 families and institutions across 12 countries with a large multidisciplinary team dedicated to supporting our clients.

Independence and reference partner

Independence and reference partner

From day one, we only owe and collect from our clients, we do not market investment products, avoiding being exposed to conflicts of interest. We are the Spanish partner of the international group, Söderberg & Partners, which advises € 120Bn in wealth management in a totally independent way, sharing the same philosophy with us.

Holistic vision of heritage

Holistic vision of heritage

We propose to broaden the vision of family wealth and not just focus on economic wealth. Intangible assets are the basis for the success of any family. The 95% of the family failures resides in its intangible part, so it is the most important part to work on.

Global best practices

Global best practices

Much of our added value is what we have learned by advising families and institutions over the years. We have witnessed great successes and many mistakes, we always work with the premise that the best way to solve challenges and problems is to anticipate them so as not to have them.

Pioneers in technology

Pioneers in technology

We have been investing heavily in technology for more than 10 years, from founding Finletic as our own in-house development platform to the many tools we offer to clients for wealth consolidation, knowledge sharing, etc. We have our own development team, something very unusual in the industry.

The best talent at your service

The best talent at your service

As a professional services firm, our greatest asset is our multidisciplinary team dedicated to serving our clients.

Experience

At Wealth Solutions, our team brings together hundreds of years of combined experience and more than 25 years of delivering a unique approach to wealth management. We serve more than 1,200 families and institutions across 12 countries with a large multidisciplinary team dedicated to supporting our clients.

See service See service

Independence and reference partner

From day one, we only owe and collect from our clients, we do not market investment products, avoiding being exposed to conflicts of interest. We are the Spanish partner of the international group, Söderberg & Partners, which advises € 120Bn in wealth management in a totally independent way, sharing the same philosophy with us.

See service See service

Holistic vision of heritage

We propose to broaden the vision of family wealth and not just focus on economic wealth. Intangible assets are the basis for the success of any family. The 95% of the family failures resides in its intangible part, so it is the most important part to work on.

See service See service

Global best practices

Much of our added value is what we have learned by advising families and institutions over the years. We have witnessed great successes and many mistakes, we always work with the premise that the best way to solve challenges and problems is to anticipate them so as not to have them.

See service See service

Pioneers in technology

We have been investing heavily in technology for more than 10 years, from founding Finletic as our own in-house development platform to the many tools we offer to clients for wealth consolidation, knowledge sharing, etc. We have our own development team, something very unusual in the industry.

See service See service

The best talent at your service

As a professional services firm, our greatest asset is our multidisciplinary team dedicated to serving our clients.

See service See service