Wealth Management

Manage your wealth efficiently to achieve your financial goals with the help of professionals, on a state-of-the-art-platform

  • 1

    Understand your financial situation through multiple interviews and assessments specialized in financial planning, risk-aversion, insurance needs, estate planning and taxes.

  • 2

    Establish and document your relationship with us after fully understanding the role of Activest as your financial advisor.

  • 3

    Agree on a comprehensive investor profile that will be the base of our relationship and will guide future investments.

  • 4

    Review the initial investment proposal created by our investment committee and our financial advisor.

  • 5

    Keep track of your investments with direct access to our portfolio software and follow up with financial advisors tailored to your needs.

Service wealth management description

Family Office

Create your own family office experience, where you can leverage all of our capabilities to grow your assets and achieve your family’s financial objectives.

In addition to all the capabilities of our Wealth Management service, we offer a solution for ultra-high net worth families in need of comprehensive financial advice: We lead and coordinate all the moving pieces to achieve our client’s financial goals.

Through research and investment in human resources, we have found and trained experts to tackle the most important challenges for affluent families such as: estate planning, tax optimization, legacy roadmap, family governance, and investments.

Service family office description