MULTIFAMILY OFFICE
Independent financial advice and management
Getting to know Círculo Gentil
Independent Financial Advice
When an individual or an institution has relevant wealth, having independent or professional financial advice is mandatory.
In Círculo Gentil we have experience designing successful strategies depending on the objectives of each client: either to seek a growth of the wealth in the medium and long term, or to protect it and adequately capitalize it so that it passes adequately to the next generation. Manage the liquid assets of a company or institution in order to fight the situation of negative rates or inflation that constantly undermines purchasing power in the medium term, or look for investments that offer an adequate return on reserves in the medium term.
Mission
Support the growth of our clients’ wealth.
1
Observe the global environment
2
nalyze markets and develop strategies
3
Run specific operations
4
Monitor and measure results
Vision
We live in an environment of constant and growing uncertainty
Militarily it is called VUCA ENVIRONMENT.
VOLATILITY
Volatilidad
Criteria for analyzing price variations in the markets. Its wide range makes it difficult to predict the trends and prices of financial assets, interest rates, and raw materials, in general.
UNCERTAINTY
Incertidumbre
The sociologist Zygmunt BAUMAN established the term liquid world to define the fluid and volatile state of today’s society, without very solid values, in which the extreme speed of changes weakens human bonds and natural institutions.
COMPLEXITY
Complejidad
AMBIGUITY
Ambigüedad
It is the quality of that which is susceptible of having several interpretations, all of them coherent within a system, which gives rise to doubt, imprecision, confusion or ambivalence.
Values
Support the growth of our clients’ wealth.
1
Independence, to be able to choose objectively
2
Loyalty, to align with our clients' objectives
3
Experience, to provide solutions of relevant value
Our team
Our suppliers
Services
These are the services we offer in advising and managing
financial matters.
Analysis phase
Analysis of the market, trends and players operating in the market.
Financial planning and definition of strategies oriented to the client’s objectives and needs.
Every investor should have a concrete investment plan that meets their specific and personal needs and objectives.
Management phase
Financial management and negotiations with banks and insurance companies.
Ongoing independent advice on the overall strategy and asset selection of the investment portfolio.
Multi-custodian portfolio integration reports.
Continuous monitoring and measurement of results.
IF YOU NEED MORE INFORMATION AND PERSONALIZED CONSULTATIONS, PLEASE CONTACT US