{"id":569,"date":"2025-11-14T14:18:04","date_gmt":"2025-11-14T14:18:04","guid":{"rendered":"https:\/\/wealthsolutions.nexbu.cloud\/?page_id=569"},"modified":"2026-03-16T14:45:05","modified_gmt":"2026-03-16T14:45:05","slug":"what-we-do","status":"publish","type":"page","link":"https:\/\/www.wealthsolutions.com\/en\/que-hacemos\/","title":{"rendered":"What we do"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"569\" class=\"elementor elementor-569\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12b75a5 background-overlay-ws e-flex e-con-boxed e-con e-parent\" data-id=\"12b75a5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;video&quot;,&quot;background_video_link&quot;:&quot;\\\/wp-content\\\/uploads\\\/2025\\\/12\\\/Video-Entrada-Qhres.mp4&quot;,&quot;background_play_on_mobile&quot;:&quot;yes&quot;,&quot;background_privacy_mode&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-background-video-container\">\n\t\t\t\t\t\t\t<video class=\"elementor-background-video-hosted\" role=\"presentation\" autoplay muted playsinline loop><\/video>\n\t\t\t\t\t<\/div>\t\t<div class=\"elementor-element elementor-element-b750961 elementor-widget elementor-widget-heading\" data-id=\"b750961\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What we do<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0480c14 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"0480c14\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Wealth advisory that unites strengths for your family and organization<\/h3>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c36630f e-flex e-con-boxed e-con e-parent\" data-id=\"c36630f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d1398e elementor-widget elementor-widget-heading\" data-id=\"8d1398e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Services<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8fa836 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"f8fa836\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">We adapt to offer you the service you need for your current asset situation.<\/h3>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2cee52b e-con-full e-flex e-con e-child\" data-id=\"2cee52b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1445f98 e-con-full e-transform e-flex e-con e-child\" data-id=\"1445f98\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;_transform_scale_effect_hover&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_laptop&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_hover_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26b7872 elementor-widget elementor-widget-shortcode\" data-id=\"26b7872\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">\r\n    <div class=\"nexbu-expandable-cards\">\r\n                <div \r\n            class=\"nexbu-expand-card\" \r\n            style=\"--img:url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card1asesoriamiento.webp');\"\r\n            data-card-index=\"0\">\r\n            \r\n            <div class=\"nexbu-expand-front\">\r\n                <div class=\"nexbu-expand-bg\" style=\"background-image:     linear-gradient(0deg, rgba(0, 0, 0, 0.30) 0%, rgba(0, 0, 0, 0.30) 100%),    var(--img);\"><\/div>\r\n                <h3 class=\"nexbu-card-title\">Wealth advisory services<\/h3>\r\n            <\/div>\r\n\r\n            <div class=\"nexbu-expand-back\" \r\n                style=\"--bg: linear-gradient(0deg, rgba(23,55,94,0.72) 0%, rgba(23,55,94,0.72) 100%), var(--img);\">\r\n                <div class=\"nexbu-expand-header\">\r\n                    <h3 class=\"nexbu-card-title\">Wealth advisory services<\/h3>\r\n\t\t\t\t\t                <\/div>\r\n                <p class=\"nexbu-card-desc\">A comprehensive support service for the overall management of your assets. We offer advice based on independence or discretionary management, adapting to your needs and objectives.\r\nIt includes training in wealth management for your organization, support in family governance (family protocol, succession planning, testamentary dispositions, partner agreements, etc.), preparation of advisors and the role of global wealth coordinators, working in alignment with your trusted advisors.<\/p>\r\n            <\/div>\r\n        <\/div>\r\n                <div \r\n            class=\"nexbu-expand-card\" \r\n            style=\"--img:url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card2-res.webp');\"\r\n            data-card-index=\"1\">\r\n            \r\n            <div class=\"nexbu-expand-front\">\r\n                <div class=\"nexbu-expand-bg\" style=\"background-image:     linear-gradient(0deg, rgba(0, 0, 0, 0.30) 0%, rgba(0, 0, 0, 0.30) 100%),    var(--img);\"><\/div>\r\n                <h3 class=\"nexbu-card-title\">Consulting<\/h3>\r\n            <\/div>\r\n\r\n            <div class=\"nexbu-expand-back\" \r\n                style=\"--bg: linear-gradient(0deg, rgba(23,55,94,0.72) 0%, rgba(23,55,94,0.72) 100%), var(--img);\">\r\n                <div class=\"nexbu-expand-header\">\r\n                    <h3 class=\"nexbu-card-title\">Consulting<\/h3>\r\n\t\t\t\t\t                <\/div>\r\n                <p class=\"nexbu-card-desc\">We develop specific projects on the different areas of your wealth. We assist in the creation and institutionalization of Single Family Offices and entities, the design of governance structures, the preparation of wealth and family succession, the management of liquidity events and the definition of a shared mission and vision.\r\nOur goal is to help families and institutions preserve their wealth, strengthen their cohesion and ensure their long-term success.<\/p>\r\n            <\/div>\r\n        <\/div>\r\n                <div \r\n            class=\"nexbu-expand-card\" \r\n            style=\"--img:url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card3asesoriamiento.webp');\"\r\n            data-card-index=\"2\">\r\n            \r\n            <div class=\"nexbu-expand-front\">\r\n                <div class=\"nexbu-expand-bg\" style=\"background-image:     linear-gradient(0deg, rgba(0, 0, 0, 0.30) 0%, rgba(0, 0, 0, 0.30) 100%),    var(--img);\"><\/div>\r\n                <h3 class=\"nexbu-card-title\">Training<\/h3>\r\n            <\/div>\r\n\r\n            <div class=\"nexbu-expand-back\" \r\n                style=\"--bg: linear-gradient(0deg, rgba(23,55,94,0.72) 0%, rgba(23,55,94,0.72) 100%), var(--img);\">\r\n                <div class=\"nexbu-expand-header\">\r\n                    <h3 class=\"nexbu-card-title\">Training<\/h3>\r\n\t\t\t\t\t                <\/div>\r\n                <p class=\"nexbu-card-desc\">We use training and analysis of real cases as a key learning tool to anticipate the challenges of the heritage.\r\nWe offer this service from one-off sessions in family assemblies to tailor-made training programs for a family or for several generations simultaneously.<\/p>\r\n            <\/div>\r\n        <\/div>\r\n            <\/div>\r\n\r\n    \n<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b7d22b7 elementor-hidden-desktop elementor-hidden-laptop elementor-widget elementor-widget-shortcode\" data-id=\"b7d22b7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\">\r\n    <div class=\"nexbu-expandable-cards-mobile\">\r\n                <div class=\"nexbu-mobile-accordion-item active\" data-item-index=\"0\">\r\n            <div class=\"nexbu-mobile-accordion-header\">\r\n                <h3 class=\"nexbu-mobile-card-title\">Wealth advisory services<\/h3>\r\n                <div class=\"nexbu-mobile-accordion-toggle\">\r\n<svg class=\"nexbu-toggle-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"7\" viewbox=\"0 0 16 7\" fill=\"none\">\r\n  <path d=\"M0.322296 6.53809L7.3223 0.636162L15.3486 6.53809\" stroke=\"#17375E\"\/>\r\n<\/svg>\r\n                 \r\n                <\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"nexbu-mobile-accordion-content\" style=\"--mobile-bg-image: url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card1asesoriamiento.webp');\">\r\n                <div class=\"nexbu-mobile-content-inner\">\r\n                    <p class=\"nexbu-mobile-card-desc\">A comprehensive support service for the overall management of your assets. We offer advice based on independence or discretionary management, adapting to your needs and objectives.\r\nIt includes training in wealth management for your organization, support in family governance (family protocol, succession planning, testamentary dispositions, partner agreements, etc.), preparation of advisors and the role of global wealth coordinators, working in alignment with your trusted advisors.<\/p>\r\n<a href=\"\" class=\"nexbu-mobile-expand-btn\" target=\"_blank\" rel=\"noopener\">\r\n    See service    <img decoding=\"async\" src=\"https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/11\/btn-ver-serviciores.svg\" \r\n         alt=\"See service\" \r\n         class=\"nexbu-mobile-btn-icon\">\r\n<\/a>\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n                <div class=\"nexbu-mobile-accordion-item\" data-item-index=\"1\">\r\n            <div class=\"nexbu-mobile-accordion-header\">\r\n                <h3 class=\"nexbu-mobile-card-title\">Consulting<\/h3>\r\n                <div class=\"nexbu-mobile-accordion-toggle\">\r\n<svg class=\"nexbu-toggle-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"7\" viewbox=\"0 0 16 7\" fill=\"none\">\r\n  <path d=\"M0.322296 6.53809L7.3223 0.636162L15.3486 6.53809\" stroke=\"#17375E\"\/>\r\n<\/svg>\r\n                 \r\n                <\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"nexbu-mobile-accordion-content\" style=\"--mobile-bg-image: url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card2-res.webp');\">\r\n                <div class=\"nexbu-mobile-content-inner\">\r\n                    <p class=\"nexbu-mobile-card-desc\">We develop specific projects on the different areas of your wealth. We assist in the creation and institutionalization of Single Family Offices and entities, the design of governance structures, the preparation of wealth and family succession, the management of liquidity events and the definition of a shared mission and vision.\r\nOur goal is to help families and institutions preserve their wealth, strengthen their cohesion and ensure their long-term success.<\/p>\r\n<a href=\"\" class=\"nexbu-mobile-expand-btn\" target=\"_blank\" rel=\"noopener\">\r\n    See service    <img decoding=\"async\" src=\"https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/11\/btn-ver-serviciores.svg\" \r\n         alt=\"See service\" \r\n         class=\"nexbu-mobile-btn-icon\">\r\n<\/a>\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n                <div class=\"nexbu-mobile-accordion-item\" data-item-index=\"2\">\r\n            <div class=\"nexbu-mobile-accordion-header\">\r\n                <h3 class=\"nexbu-mobile-card-title\">Training<\/h3>\r\n                <div class=\"nexbu-mobile-accordion-toggle\">\r\n<svg class=\"nexbu-toggle-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"7\" viewbox=\"0 0 16 7\" fill=\"none\">\r\n  <path d=\"M0.322296 6.53809L7.3223 0.636162L15.3486 6.53809\" stroke=\"#17375E\"\/>\r\n<\/svg>\r\n                 \r\n                <\/div>\r\n            <\/div>\r\n            \r\n            <div class=\"nexbu-mobile-accordion-content\" style=\"--mobile-bg-image: url('https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/12\/card3asesoriamiento.webp');\">\r\n                <div class=\"nexbu-mobile-content-inner\">\r\n                    <p class=\"nexbu-mobile-card-desc\">We use training and analysis of real cases as a key learning tool to anticipate the challenges of the heritage.\r\nWe offer this service from one-off sessions in family assemblies to tailor-made training programs for a family or for several generations simultaneously.<\/p>\r\n<a href=\"\" class=\"nexbu-mobile-expand-btn\" target=\"_blank\" rel=\"noopener\">\r\n    See service    <img decoding=\"async\" src=\"https:\/\/www.wealthsolutions.com\/wp-content\/uploads\/2025\/11\/btn-ver-serviciores.svg\" \r\n         alt=\"See service\" \r\n         class=\"nexbu-mobile-btn-icon\">\r\n<\/a>\r\n                <\/div>\r\n            <\/div>\r\n        <\/div>\r\n            <\/div>\r\n\r\n    <\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cdf3f26 e-flex e-con-boxed e-con e-parent\" data-id=\"cdf3f26\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-293d7a9 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"293d7a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Comprehensive services for the management of your assets<\/h4>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ef80638 e-con-full e-flex e-con e-child\" data-id=\"ef80638\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9a86f2a e-n-tabs-none fix-btn elementor-widget elementor-widget-n-tabs\" data-id=\"9a86f2a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;horizontal_scroll_mobile&quot;:&quot;disable&quot;,&quot;horizontal_scroll&quot;:&quot;enable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"162033450\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"asesoramiento-patrimonial\" data-tab-title-id=\"e-n-tab-title-1620334501\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-1620334501\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tWealth advisory services\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"consultoria\" data-tab-title-id=\"e-n-tab-title-1620334502\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1620334502\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tConsulting\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"formacion\" data-tab-title-id=\"e-n-tab-title-1620334503\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1620334503\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tTraining\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div id=\"e-n-tab-content-1620334501\" role=\"tabpanel\" aria-labelledby=\"asesoramiento-patrimonial\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-2a54b9b e-con-full e-flex e-con e-child\" data-id=\"2a54b9b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-0ea4c1a e-flex e-con-boxed e-con e-child\" data-id=\"0ea4c1a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4eab17e e-con-full e-flex e-con e-child\" data-id=\"4eab17e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-514e409 elementor-widget elementor-widget-heading\" data-id=\"514e409\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Equity analysis<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fee5538 elementor-widget elementor-widget-html\" data-id=\"fee5538\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52fcb98 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"52fcb98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Analysis of the initial equity situation, including business, real estate and financial assets. The objective is to have a starting point including the analysis of costs, tax structure, risk exposure, cash flows, corporate composition and equity governance.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d0c7d64 e-con-full e-flex e-con e-child\" data-id=\"d0c7d64\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6867ffd elementor-widget elementor-widget-heading\" data-id=\"6867ffd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Investment policy<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e74588b elementor-widget elementor-widget-html\" data-id=\"e74588b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec6d08c elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"ec6d08c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">The second and most important step is to define the strategic asset plan or investment policy, which will be the compass guiding asset management. The objectives, restrictions and needs of each owner are defined in order to specify the roadmap (liquid and illiquid assets).<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-afb19aa e-con-full e-flex e-con e-child\" data-id=\"afb19aa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-36b6b3f elementor-widget elementor-widget-heading\" data-id=\"36b6b3f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Implementation and ongoing monitoring<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a289207 elementor-widget elementor-widget-html\" data-id=\"a289207\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-754671c elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"754671c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">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.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1620334502\" role=\"tabpanel\" aria-labelledby=\"consultoria\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\"elementor-element elementor-element-d55f412 e-con-full e-flex e-con e-child\" data-id=\"d55f412\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-f18cbdc e-flex e-con-boxed e-con e-child\" data-id=\"f18cbdc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d5c2509 e-con-full e-flex e-con e-child\" data-id=\"d5c2509\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5da51e elementor-widget elementor-widget-heading\" data-id=\"d5da51e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Family Offices<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-88a30f1 elementor-widget elementor-widget-html\" data-id=\"88a30f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7faaaa4 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"7faaaa4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">The Family Office is a professional organization dedicated to family wealth management and family affairs. We offer: design and constitution of a Family Office, remuneration and talent retention systems, definition of the family wealth mission, benchmarking vs. other FOs and institutionalization of the Family Office.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f0786c0 e-con-full e-flex e-con e-child\" data-id=\"f0786c0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-375e837 elementor-widget elementor-widget-heading\" data-id=\"375e837\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Leadership and Governance<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-baced4f elementor-widget elementor-widget-html\" data-id=\"baced4f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80be0a1 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"80be0a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">We analyze the specific situation of each family with the objective of providing the necessary guidelines so that the following generations preserve the financial and business assets, there is good communication between family members, they are well prepared, and the family is well prepared for the future.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e921bfa e-con-full e-flex e-con e-child\" data-id=\"e921bfa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d29c3c elementor-widget elementor-widget-heading\" data-id=\"8d29c3c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Specific projects<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07175ac elementor-widget elementor-widget-html\" data-id=\"07175ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16cc253 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"16cc253\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Training and preparation of heirs, preparation after the sale of the company, succession plan, testamentary dispositions, estate planning.\nOur training service ranges from attending a family meeting (1h or 2h), to several years of family training programs.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1620334503\" role=\"tabpanel\" aria-labelledby=\"formacion\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\"elementor-element elementor-element-8226a57 e-con-full e-flex e-con e-child\" data-id=\"8226a57\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5b4ca6f e-flex e-con-boxed e-con e-child\" data-id=\"5b4ca6f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-85a98fd e-con-full e-flex e-con e-child\" data-id=\"85a98fd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-58d4ff0 elementor-widget elementor-widget-heading\" data-id=\"58d4ff0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Business Schools<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a8b91ce elementor-widget elementor-widget-html\" data-id=\"a8b91ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-558ebd4 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"558ebd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">We teach Family Wealth Management executive programs at various business schools, designed to help families and family office professionals or institutions to identify, plan and manage family and investment relationships more efficiently.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-76cfe71 e-con-full e-flex e-con e-child\" data-id=\"76cfe71\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c25691c elementor-widget elementor-widget-heading\" data-id=\"c25691c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Best practices<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cacdb6f elementor-widget elementor-widget-html\" data-id=\"cacdb6f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c837458 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"c837458\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Training and sharing experiences of other families, institutions or Family Offices is the basis for acting differently and learning how those who are in a similar situation act in certain circumstances.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59cf2ab e-con-full e-flex e-con e-child\" data-id=\"59cf2ab\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c550b9 elementor-widget elementor-widget-heading\" data-id=\"5c550b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Tailor-made for the customer<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c06ccb8 elementor-widget elementor-widget-html\" data-id=\"c06ccb8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<div class=\"nexbu-circle pulse\"><\/div>\r\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aaaedc6 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"aaaedc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Our training services range from attending a family meeting to multi-year family training programs. 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El [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":15,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-569","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Que hacemos - Wealth Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthsolutions.com\/en\/what-we-do\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Que hacemos - Wealth Solutions\" \/>\n<meta property=\"og:description\" content=\"Qu\u00e9 hacemos Asesoramiento patrimonial que une fortalezas para tu familia y organizaci\u00f3n Servicios Nos adaptamos para ofrecerte el servicio que necesites en tu momento patrimonial actual Servicios integrales para la gesti\u00f3n de tu patrimonio Asesoramiento patrimonial Consultoria Formaci\u00f3n An\u00e1lisis patrimonial An\u00e1lisis de la situaci\u00f3n patrimonial inicial, donde incluimos el patrimonio empresarial, inmobiliario y financiero. 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