+ 25
Years of experience
+ 25 years of experience
Founded by families for families
We redefine the service of wealth management from a more human perspective, taking into account your intangible heritage, which is what makes multigenerational families successful.
Our history
An independent vision for transforming wealth management
Since 2001
Independent experience and expertise
In 2001, we had the vision to reinvent the relationship between families and organizations in order to successfully project into the future. Motivated by our own needs and by the limitations of traditional services and their conflicts of interest, we set out to redesign a service with a more human and therefore holistic approach. Good investments are fundamental, but without all the other necessary fundamental factors well structured, it is not possible to achieve success.
25 years
Wealth management with international vision and strategic focus on your legacy
Today, 25 years later, we have a group of companies dedicated exclusively to helping individuals, families and institutions achieve their goals successfully. Our international experience and having worked with hundreds of families gives our team a knowledge that we put at your service.
Model without conflicts
We focus on advice free of cross-incentives, always aligned with the client's interests.
An implementation strategy will be developed and put in place, starting from the initial situation and optimizing expenses and taxes, according to the objectives and needs. This part includes an aggregated and personalized wealth report, follow-up meetings, tactical adjustments of the portfolios, recurrent training, etc.
Change of headquarters in Madrid
Our group operates under the name Sinergia Global Partners.
Madrid, Barcelona, Valencia
Wealth Solutions Europe
Securities agency license in Spain (with European passport and clients in 7 countries in Europe).
Latam and USA
Wealth Solutions America
RIA (registered investment advisor) license in the USA, regulated by the SEC (with clients in the USA and 6 countries in Latin America).
Madrid, Barcelona, Valencia
Finletic
our wealthtech, our own 100% development platform with in-house team and licensed by SGIIC in Spain and with clients in several countries as well.
We provide our clients with a multisectoral team aligned with their interests.
Wealth Advisors
Our advisors focus on understanding your context and specific situation so that together we can define a roadmap. It's a multidisciplinary team that has seen many situations involving families, investments, taxes, and governance, and will put that experience at your service to help define your patrimonial future.
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Investment Committee
Our investment committee has many years of experience in all types of investments, both liquid and illiquid. The goal is not only to seek good investments but to thoroughly understand the associated risks and costs, and above all, how they fit within the investment policies of the various holders.
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Support and operations
Our team is responsible for the entire execution and monitoring of investments across the 70+ custodians in 12+ countries where our clients wish to deposit their investments. They rely on our internal technology to have everything integrated and at your fingertips.
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Central Services
It is the team that acts as a hinge, coordinating all internal departments, ensuring compliance with the regulatory and legal requirements of our obligations, in addition to having the HR and financial function within the group.
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Technology and data
We have a cutting-edge team that includes a development team for our proprietary platforms and also a data team. Together, they help us work with all the information to make better decisions.
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