Financial Advisory and Wealth Management services

Family Enterprise Partners is a registered agent of Diaphanum Sociedad de Valores, S.A.U. and it’s founders are investment advisor representatives as well as the founder partners in Diaphanum Americas, LLC

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Strategic and Succession Planning

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Assesment of ARCH® - Alignment, Rules, Communication and (H)abilities of the Family

We help families overcome the self-fulfilling prophecy of the third generation failure by developing and sustaining a sound family governance in the Family Enterprise.

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Identifying co-investment opportunities in family businesses or family office sponsored ventures

Many of our clients aim to keep an entrepreneurship mindset investing in new ventures.

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Flexibility and Adaptability

Always up to date on the latest regulations and adapt their practices and recommendations to comply with constantly evolving legal requirements.

Market Analysis and study

We adapt to changing financial markets and economic conditions.

Care of our clients

Each client may present unique challenges. We approach problems creatively and find customized solutions for each situation.

Family Enterprise Partners

EDUCATION

Fundamentals and Practice in Family Wealth Management.

Our program

The “Family Office, Fundamentals and Practice in Family Wealth Management” program aims to provide the student with a thorough understanding of the best practices in the family wealth management sector.

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