High net worth individuals and family offices

At Afi, we offer financial advice to high net worth individuals, under a standard of technical rigour and independence. 

It is a personalised service that addresses the global analysis of assets—financial, real estate, business—financial planning, strategy definition, and support in its execution and monitoring. In the case of family offices, we offer comprehensive advice and support covering aspects such as the analysis and selection of investment mandate providers, strategic planning exercises and assistance in defining the entity's investment policy, sustainability, philanthropy and governance. We also provide ongoing support in investment and divestment decision-making and portfolio monitoring. 

We also offer digital solutions specially designed for this type of entity to facilitate the aggregation and monitoring of assets and perform financial planning analyses. Our corporate finance team provides support in the origination of corporate transactions and accompaniment throughout the analysis and negotiation process.