ES EN

WE REDEFINE
THE CONCEPT OF
MULTI-FAMILY OFFICE

IMAGINE A
ASSET MANAGEMENT
INTEGRAL AND
INDEPENDENT

DISCOVER THE
POWER OF TRUE
DIVERSIFICATION

WE REDEFINE
THE CONCEPT OF
MULTI-FAMILY OFFICE

ABOUT US

WHAT

Our company provides independent wealth consulting services exclusively to ultra-high-net-worth individuals. We are leaders in Spain with more than €5bn in assets under supervision.

WHY

We believe there is another way to provide multi-family office services. Another more independent, cost-efficient and risk-controlled way.

HOW

We combine the best of two worlds: The advantages of being an independent, flexible boutique and the perks of belonging to the leading financial group in our country.

 ?>

WE REDEFINE
THE CONCEPT
OF MULTI-FAMILY
OFFICE

DISCOVER THE
POWER OF TRUE
DIVERSIFICATION

WHAT SETS US APART

COMPLETE
DIVERSIFICATION

going beyond diversification by
custodian, being committed to adding value
through specialisation.

STRATEGIC
ALLIANCES

to the main partners in the industry world-wide
to offer our customers customised
solutions that are not accessible to an
individual customer.

OpenWealth has a strategic alliance with Fiduciary Trust International:

▪ Based in the USA, Fiduciary Trust International has been offering customized wealth management solutions for individuals, families, endowments and foundations for over 90 years.

▪ With over €100bn AUM and a recognized reputation in the American market, Fiduciary works to help its clients grow, preserve and transfer their wealth from generation to generation.

EXPERIENCE

in the best product selectors and investment
providers, with a proven track record in
analysis and due diligence from more than
20 years of experience in this field.

WE HELP YOU MAKE
DECISIONS ABOUT
YOUR GLOBAL WEALTH

AND WE DO IT INDEPENDENTLY