Activest offers Investment, Wealth Management, and Family Office services dedicated to assisting each client in defining and attaining their financial objectives. Our team comprises highly qualified professionals proficient in all financial domains, ensuring we tailor the best solution to meet your specific needs.
We offer a variety of investment options adapted to the specific goals of each client:
The flexibility of having access to investments across the major asset classes worldwide.
We carefully analyze and assess the securities we recommend to you.
We have access to leading industry analysts and research platforms.
We evaluate potential risk factors for all investments in the portfolio.
We analyze and provide recommendations for every corporate event that requires a response.
We analyze investment portfolios and provide recommendations aligned with the client’s objectives and risk profile.
We offer access to all major asset classes within the public and private markets.
We evaluate our clients current situation and create a plan tied to future needs to achieve the desired objectives.
We develop strategies that enable the efficient and responsible transfer of wealth for future generations.
We help clients align their investment objectives with their philanthropic values.
We develop strategies to reduce the tax liability and, in turn, maximize contribution towards retirement.
We help clients find the best financing solutions according to their needs.
Our wealth management service is dedicated to meeting the needs of our clients and their families in a comprehensive and efficient manner, considering all aspects of investment and financial planning. We are committed to understanding all of our clients’ current and potential scenarios, thereby creating a comprehensive investor profile that acts as the foundation of our relationship and guides financial planning.
Our Family Office service is focused on high-net-worth families with the aim of managing their complex finances in a simple and efficient manner.
Through research, technology, and a team of expert professionals, we not only understand your family’s goals and challenges, but also take charge, orchestrating all the necessary elements to turn them into reality.
We conduct a thorough analysis of each client’s financial objectives, creating an investor profile to effectively manage their wealth.
We consolidate accounts in which we manage from various financial institutions, helping to ensure that the total portfolio is aligned with the client’s financial goals.
We advise families and their businesses at all stages of their development.
We track the performance of investment accounts managed by external managers.
Through our high volume of transactions, we have the ability to negotiate reduced rates for our clients.
We formulate a strategy enabling the efficient and responsible transfer of wealth to future generations while concurrently minimizing tax liabilities.
Activest Wealth Management does not provide legal or tax advice. Consult your CPA or other tax professional regarding your specific situation.
We strive to recommend high-quality products and services designed to responsibly maximize our clients’ wealth goals.
