Real Estate Management

Real Estate Planning:
Analysis and appraisals of the real estate assets of the Client. Design of short, medium and long-term strategies. Counseling in purchases & sales, rent and administration of the real estate assets.

Real Estate Strategic Planning:
Analysis and monitoring of the rising and falling cycles of the international real estate markets. Elaboration and analysis of investment proposals.

Optimization of Real Estate Commissions:
Supervision and reduction of commission fees for all real estate operations.

Financial Management

-Financial Strategy:
Advice to determine the plan to follow in the future regarding the financial assets of the Client. Execution and continuous monitoring of the financial strategy and adaptation to changing economic cycles.

-Financial Advising:
Analysis, advice and supervision of financial institutions chosen by and/or with the Client, as well as comparative studies of prices and banking commissions.

Creation and management of Collective Investment Institutions (national and international structures):

- Spanish SICAVs
- Spanish Investment funds
- Luxembourg SICAVs
- Luxembourg SIFs
- Luxembourg SPFs
- Other international structures

Global Wealth Management (GWM)

Process of analysis, evaluation and integral execution that will determine the guidelines to follow, in the present and future, in the management of the global wealth of the Client.

Wealth restructure and adaptation (corporate, real estate, and financial assets) to the vital objectives of each Family.

Elaboration of the Vital Balance and personalized semiannual summaries.

Management of external relations and image

Support to the client regarding media relations (interviews and press conferences), third-party relations, and sponsors. Client Image Management and support in the realization of events.

Management of events and publicity

Support to the client regarding media relations (interviews and press conferences), third-party relations, and sponsors. Client Image Management and support in the realization of events.

Negotiation of professional contracts

Representation of the client before third parties to provide support during the entire professional path. The team of CFO has available FIFA accredited agents to be able to represent footballers before different clubs.

Support and assistance to the client when negotiating professional contracts, offering an external opinion and analyzing future implications of it.

Concierge Services

Assistance to the Client in all related to Leisure and Family Welfare.

Insurance Services

Analysis and acquisition of integral insurances for all the Family (global health care, life, savings plans, home, businesses, etc.)

Risk Management

Evaluation and assessment of risks assumed to short, medium and long-term.

Adaptation of the exposition to risk to the wealth situation of the Family.

Wealth Management Coaching

"The children that have grown among un-successfully managed wealth do not always acquire the values of their ancestors. It is important to avoid that lives get ruined by large fortunes and at the same time squander great part of them."

Counseling, orientation and formation of the members of the Family or heirs in matters related to the Fortune.

Due Diligence and Decision-making.

Representation