Wealth Solutions

About Wealth Solutions

Wealth Solutions is a wealth management firm based in Madrid, Spain. Established in 2001, the firm provides consulting services regarding wealth management to wealthy families, institutions, and family offices internationally. It also carries out training courses tailored for families and entities in investment management, policy investment, portfolio construction, asset selection, managers and investment products, cost reduction, and operational aspects of the support of family wealth management among others. Wealth Solutions was born in 2001, with the aim of helping families and institutions achieve their objectives through wealth management. Since then, our work is based on providing successful solutions to the different families, family offices, and institutions with which we collaborate in Europe, Latin America, and the United States. Our services are comprehensive equity advice, consulting and training, both for private investors or families, as well as for institutions (NGOs, foundations, endowments, religious orders, etc.). The objective is to prepare families, investors and institutions to succeed, strengthening their human, organizational aspects and their heritage structure.