AGBC GLOBAL INVESTMENT SOLUTIONS
&
AGUILAR, PORTILLA Y ASOCIADOS, S.C
We participate that we have reached an association agreement integrating our services and practices professionals in order to offer our customers a better offer that meets their needs.
- We participate that we have reached an association agreement integrating our services and practices professionals; in order to offer our customers a better offer that meets their needs.
- We share principles, values, vision, purpose, business models, selection and personalized customer service.
- We will offer solutions, or a tailor-made suit, for the different particular needs, relying on our work systems and the methodologies developed, under the Boutique approach.
- The association will make available to its customers:
- Financial advice on investments with a diversification in asset classes, currencies, countries, sectors, instruments; looking for the best risk-return relationship.
- Investment Banking advice on: purchase and sale of companies (M&A), divestments, strategic alliances, valuation, accompaniment in purchase audit.
- Multi-Family Office services: implementing corporate governance and institutionalization of the company, shareholder agreements, family protocols, succession plans with the accompaniment of experts in the field of executive coaching, implementation of the Family Council or Forum, support in estate planning and a wide variety of services that help consolidate and protect family assets.
- Supported by strategic alliances we offer Insurance services, Trusts, Real Estate Developments, Notaries, Accounting-Tax Consulting.
We are excited that this alliance will enhance the strengths of both firms and offer high-level comprehensive solutions to our clients’ assets.
Guillermo Ballesteros Chávez
Pablo Ballesteros Zorrilla
Jose Garcia de Vinuesa García
