Let's talk about your
wealth situation.
First consultation at no cost and with no obligation. We look at your case and tell you what your options are.
Book your free consultation
Video call, phone call or a meeting at the office. Choose a day and time and you'll receive the invitation in your email, instantly.
Meeting confirmed
We have sent the Google Calendar invitation to your email, with the Google Meet link for the video call. If you don't see it, check your spam folder.
Until then, you can get to know us better on our analysis blog.
What happens in the first consultation and what does not.
It is free and without obligation. It can be a 30-minute video call, a 15-minute phone call or a one-hour meeting at the Valencia office.
Your situation and what you want to achieve. We tell you whether we can help, how we would do it and what timeframes and risks we see. It is a first orientation: it does not replace a full study of your case.
Inheritance: death certificate, the will if there is one and a list of the assets. Property: how much capital and over what timeframe. Metals: how much you want to set aside and what for. Traffic: the vehicle documents. If something is missing, that is fine.
If it fits, we send you the proposal in writing, with what it includes and what it does not, before we start. If it does not fit, we tell you frankly and point you in the right direction.
Nothing. Booking does not oblige you to hire us, and you can cancel or change the appointment by replying to the invitation. Your data is only used to manage the consultation.