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 serviceIndependence 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 serviceHolistic 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 serviceGlobal 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 servicePioneers 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 serviceThe best talent at your service
As a professional services firm, our greatest asset is our multidisciplinary team dedicated to serving our clients.
See service