What is the added value?

We identify our clients’ needs and help them satisfy them in the most efficient way. Each family has different expectations regarding the profitability and management of their wealth. After a first meeting where we assess the position towards risk, the needs and the constitution of the family among other factors, we will jointly determine the most appropriate possibilities for each situation.

What is understood by wealth management family strategy?

If a family wishes its wealth to last from one generation to the next, it must establish objectives and come up with a strategy to achieve them, just as any other business would do.

Is a minimum capital required to hire services?

NO. Simple has a flexible structure which allows providing its services to different types of families. However, families which need these services are usually of high economic level.

Do I have to hire all services?

NO. You can hire services according to your needs.