ESTATE PLANNING & INVESTMENTS
Specialized solutions for investment and wealth management and planning
Building the Financial Future: Comprehensive Advice and Estate Planning and Investments
At IBERIANGEST SLP since 2010, we advise on the search for the best investments where to deposit your cash surpluses, so that there are no idle resources left in the company when they have surpluses.
In addition, our estate planning experts will help you put your estate to work through:
1. investment structures that enable tax-efficient investing, both now and for future generations;
2. retirement planning that will ensure you are adequately prepared financially for your next stage in life;
3. Estate and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries.
All advice/management is aimed at achieving a certain goal.
The objective must have been determined according to needs.
Needs that have been previously identified in a planning study/analysis.
Planning understood as the allocation of assets (not only financial, but also real estate, business, material, etc.) allows us to assign time horizons in a coherent way to each of the objectives.
Our modus operandi
Objective
Search for and achievement of common investment objectives, through financial planning defined according to the needs of each investor. With the aim of obtaining the highest profitability appropriate to each macroeconomic situation.
Selection
Adequacy and independent selection of financial assets for each investment profile, through "open architecture", i.e. through the analysis of a large number of national and international assets and investment managers, both for liquid products and for illiquid products and investments in the real economy.
For this analysis, we use technological tools with our own defined criteria
Tracking
Comprehensive monitoring of the investment portfolio, through a consolidation of positions deposited in the different financial institutions, in order to have greater control and daily monitoring of the global risk associated with each investment. To do this, we use technological tools that allow us to track portfolio investments.