WEALTH ADVISORS.
— The client at the center of the equation
What We Do
Comprehensive, professional and ongoing wealth advisory services, always prioritizing the individual needs of each client.
Our mission is to offer a distinctive value proposition with a personalized approach and the independence that comes from not being part of a banking institution, with our clients as our sole focus.
We maintain a long-term, wealth-oriented perspective with asset diversification aimed at generating returns that meet both current and future needs.
Our advisory services are based on individualized risk management for each client, without foregoing returns, through diversification.
We pursue a 360° approach to deliver maximum value and the highest level of service to each of our clients.
OUR SERVICES
· Financial advisory services covering clients’ overall wealth.
· Dedicated team for this service, with extensive experience and multidisciplinary capabilities.
· Designing strategic plans and defining asset allocation.
· Comprehensive wealth monitoring and ongoing review of performance and investment opportunities.
· Personalized reporting, consolidating positions and financial institutions.
· Alignment of family interests, respecting the independence between business, ownership and family, while preserving wealth.
· Estate planning, asset protection, financial planning, tax advisory services, among others.
· Comprehensive analysis of the overall wealth situation.
· Negotiation of terms and conditions with banks and asset managers.
· Active wealth advisory and management.
· Investment reporting including returns, risks and costs.
· Implementation of an efficient wealth management structure.
Customer Service Department
In accordance with the regulations on transparency and customer protection, LIFT INVESTMENT ADVISORS EAF, S.L. provides its clients with a Customer Service Department (hereinafter, the CSD).
The functions of this Department include the handling and resolution of any complaints and claims that may be submitted by clients.
Complaints and claims must, in the first instance, be addressed to the Head of the Customer Service Department of LIFT INVESTMENT ADVISORS EAF, S.L. at the following address:
- Adress: Calle Nicasio Gallego 8, Madrid (28010)
- Email: reclamaciones-eaf@economistas.org
In accordance with the procedures and time limits established by Order ECO/734/2004 of 11 March, the CSD shall handle and resolve complaints and claims submitted by clients within a period of two months from the date of submission.
As a second instance, once the Customer Service Department procedure has been exhausted, clients may submit their complaints to the Complaints Service of the Comisión Nacional del Mercado de Valores (CNMV):
Calle Edison 4, Madrid (28006)
+34 900 535 015
serviciodereclamacionesCNMV@cnmv.es
For further information, please visit https://www.cnmv.es/portal/inversor/reclamaciones
For additional details on the operation of the Customer Service Department, a Customer Protection Regulations document is available to clients.
FINANCIAL ADVISORY
- Financial advisory services covering clients’ overall wealth.
- Dedicated team for this service, with extensive experience and multidisciplinary capabilities.
- Designing strategic plans and defining asset allocation.
- Comprehensive wealth monitoring and ongoing review of performance and investment opportunities.
- Personalized reporting, consolidating positions and financial institutions.
WEALTH PLANNING
- Alignment of family interests, respecting the independence between business, ownership and family, while preserving wealth.
- Estate planning, asset protection, financial planning, tax advisory services, among others.
FAMILY OFFICE
- Comprehensive analysis of the overall wealth situation.
- Negotiation of terms and conditions with banks and asset managers.
- Active wealth advisory and management.
- Investment reporting including returns, risks and costs.
- Implementation of an efficient wealth management structure.
Customer Service Department
In accordance with the regulations on transparency and customer protection, LIFT INVESTMENT ADVISORS EAF, S.L. provides its clients with a Customer Service Department (hereinafter, the CSD).
The functions of this Department include the handling and resolution of any complaints and claims that may be submitted by clients.
Complaints and claims must, in the first instance, be addressed to the Head of the Customer Service Department of LIFT INVESTMENT ADVISORS EAF, S.L. at the following address:
- Adress: Calle Nicasio Gallego 8, Madrid (28010)
- Email: reclamaciones-eaf@economistas.org
In accordance with the procedures and time limits established by Order ECO/734/2004 of 11 March, the CSD shall handle and resolve complaints and claims submitted by clients within a period of two months from the date of submission.
As a second instance, once the Customer Service Department procedure has been exhausted, clients may submit their complaints to the Complaints Service of the Comisión Nacional del Mercado de Valores (CNMV):
Calle Edison 4, Madrid (28006)
+34 900 535 015
serviciodereclamacionesCNMV@cnmv.es
For further information, please visit https://www.cnmv.es/portal/inversor/reclamaciones
For additional details on the operation of the Customer Service Department, a Customer Protection Regulations document is available to clients.
