Empresa Patrimonial^®

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_class=”hero-section” _builder_version=”4.19.5″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” background_image=”https://www.wefamilyoffices.com/wp-content/uploads/2023/05/spiral-6.svg” background_size=”initial” background_position=”bottom_right” background_horizontal_offset=”-25px” background_vertical_offset=”-275px” custom_padding=”250px||100px||false|false” custom_padding_tablet=”200px||75px||false|false” custom_padding_phone=”200px||75px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.21.0″ _module_preset=”default” z_index=”1000″ max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_font=”Mulish|700||on|||||” text_text_color=”#DD2F02″ text_font_size=”14px” text_letter_spacing=”0.5px” link_text_color=”#DD2F02″ text_orientation=”center” max_width=”600px” module_alignment=”center” custom_margin=”||15px||false|false” animation_style=”fade” text_orientation_tablet=”left” text_orientation_phone=”left” text_orientation_last_edited=”on|desktop” module_alignment_tablet=”left” module_alignment_phone=”left” module_alignment_last_edited=”on|phone” global_colors_info=”{}”]WE ES LA EMPRESA PATRIMONIAL^®[/et_pb_text][et_pb_text ul_item_indent=”40px” _builder_version=”4.21.0″ _module_preset=”default” link_text_color=”#DD2F02″ ul_line_height=”2em” header_font=”Merriweather|300|||||||” header_text_align=”center” header_font_size=”48px” header_line_height=”1.4em” module_alignment=”center” custom_margin=”||5px||false|false” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” header_text_align_tablet=”left” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_font_size_tablet=”44px” header_font_size_phone=”40px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]

WE ayuda a las familias a gestionar su patrimonio como si fuera un negocio bien manejado

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A lo largo de décadas trabajando con algunas de las familias más adineradas del mundo, hemos observado que las familias que mantienen con éxito su patrimonio a través de generaciones, manejan su patrimonio familiar como lo harían con una empresa comercial. Ellos crean una empresa patrimonial^®.

[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.5″ _module_preset=”default” background_color=”#ede9e2″ positioning=”none” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.19.5″ _module_preset=”default” custom_margin=”||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” animation_direction=”bottom” custom_css_main_element=”margin: auto;” global_colors_info=”{}”][et_pb_image src=”https://www.wefamilyoffices.com/wp-content/uploads/2023/05/Wealth-Enterprise-Image-1.png” title_text=”Wealth Enterprise Image 1″ align=”center” _builder_version=”4.19.5″ _module_preset=”default” max_width=”500px” module_alignment=”left” custom_margin_tablet=”||50px||false|false” custom_margin_phone=”||50px||false|false” custom_margin_last_edited=”on|tablet” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”99418bbf-ea7a-458c-9259-df7335bb814f” header_3_font=”Merriweather|300|||||||” header_3_text_color=”#000000″ header_3_font_size=”24px” header_3_line_height=”1.4em” custom_margin=”||40px||false|false” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” header_3_font_size_tablet=”20px” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]

¿Por qué una empresa patrimonial^®?

[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ffffff” custom_margin=”||15px||false|false” custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”left” animation_intensity_slide=”10%” border_width_left=”4px” border_color_left=”#DD2F02″ box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”]Un propósito específico y una estrategia a largo plazo para gestionar su patrimonio[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ffffff” custom_margin=”||15px||false|false” custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”left” animation_intensity_slide=”10%” border_width_left=”4px” border_color_left=”#DD2F02″ box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”]Una propuesta clara del rol de cada persona involucrada en la gestión de su patrimonio[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ffffff” custom_margin=”||15px||false|false” custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”left” animation_intensity_slide=”10%” border_width_left=”4px” border_color_left=”#DD2F02″ box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”]Los productos financieros adecuados, comprados al precio correcto por los proveedores adecuados[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ffffff” custom_margin=”||15px||false|false” custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”left” animation_intensity_slide=”10%” border_width_left=”4px” border_color_left=”#DD2F02″ box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”]Informes financieros e informes fáciles de entender que le permiten medir el progreso hacia sus metas y tomar decisiones con claridad y confianza[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ffffff” custom_margin=”||50px||false|false” custom_padding=”15px|20px|15px|20px|true|true” animation_style=”slide” animation_direction=”left” animation_intensity_slide=”10%” border_width_left=”4px” border_color_left=”#DD2F02″ box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_color=”rgba(0,0,0,0.08)” global_colors_info=”{}”]Un proceso de toma de decisiones eficaz con una estructura de gobernanza transparente[/et_pb_text][et_pb_button button_url=”/es/nuestros-servicios/” button_text=”Obtenga más información sobre lo que NOSOTROS podemos hacer por usted” _builder_version=”4.21.0″ _module_preset=”default” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” hover_enabled=”0″ custom_css_main_element=”border-top: none!important;||border-left: none!important;||border-right: none!important;||max-width: 400px||||” global_colors_info=”{}” sticky_enabled=”0″][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.5″ _module_preset=”default” custom_margin=”||40px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”99418bbf-ea7a-458c-9259-df7335bb814f” header_2_text_align=”center” custom_margin=”||15px||false|false” animation_style=”slide” animation_direction=”bottom” animation_intensity_slide=”10%” global_colors_info=”{}”]

Primeros pasos con WE

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Paso 1

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Comenzamos con una exploración profunda de la riqueza de su familia, las actividades financieras, las circunstancias únicas y, lo más importante, la misión y visión a largo plazo de su riqueza. Te ayudamos a responder preguntas como:

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¿Quiénes somos como familia?

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Responder a estas preguntas sirve como punto de partida para su empresa^® patrimonial.

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PASO 2

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Comprender el status quo

[/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” global_colors_info=”{}”]Income statements, balance sheets, cash flows – all of these are critical to any successful business. Why shouldn’t a wealthy family use the same tools to manage the business of its wealth?

The first step in building your wealth enterprise® is to gather a robust set of financial statements to gain a complete understanding of where you are, where you’re going and where you’d like to be.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.5″ _module_preset=”default” background_enable_color=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_font=”Mulish|700|||||||” text_text_color=”#DD2F02″ text_font_size=”14px” text_letter_spacing=”0.5px” custom_margin=”||5px||false|false” animation_style=”fade” global_colors_info=”{}”]

PASO 3

Identificar los tres componentes principales de la gestión patrimonial

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El ecosistema de los proveedores

Se deben incluir administradores de activos, bancos privados, abogados, contadores, compañías fiduciarias, custodios, consultores y corredores, cualquiera que esté trabajando con usted para administrar su patrimonio.

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Actividades de gestión de patrimonios

Los aspectos por considerar serían: administración financiera, planificación financiera, planificación patrimonial y fiscal, asesoría de inversiones y gestión de riesgos.

Estrategia, estructura y gobernanza

Cómo su familia toma decisiones, cómo se preparan para la sucesión, cómo educan a la próxima generación de propietarios de riqueza son piezas fundamentales para establecer. Pero a pesar de su importancia, muchas familias los dejan inexplorados.

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Trabajamos con usted para identificar estos aspectos críticos de sus circunstancias financieras, dejando en claro qué áreas necesitan atención y qué áreas están funcionando bien. A partir de ahí, desarrollamos un plan personalizado para optimizar y administrar su patrimonio.

[/et_pb_text][et_pb_button button_url=”/es/nuestros-servicios/” button_text=”mas informacion sobre nuestros servicios” button_alignment=”center” _builder_version=”4.21.0″ _module_preset=”d65ece84-0dd0-4c3d-b09d-c3f85ccfb004″ animation_style=”slide” animation_direction=”top” animation_intensity_slide=”10%” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.21.0″ _module_preset=”default” background_color=”#ede9e2″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_font=”Mulish|700||on|||||” text_text_color=”#DD2F02″ text_font_size=”14px” text_letter_spacing=”0.5px” custom_margin=”||15px||false|false” animation_style=”fade” global_colors_info=”{}”]

Testimonial

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Successful businesses operate using sound business practices. Why should your family be any different? Learn how the Goodwells began to manage their wealth in the same way they manage their business.

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Meet the Goodwells

The Goodwells built a successful business and have accumulated significant personal wealth. They are busy so they left their personal wealth to be managed by a handful of outside providers.

Disconnection and Frustration

The Goodwells feel disconnected and frustrated.
They didn’t know how they were invested, or why, and their estate plans were misplaced. Their providers didn’t communicate with one another, leaving the Goodwells wondering “Who is in control?”

Creating a Wealth Enterprise

The Goodwells began to manage their wealth in the same way they manage their business. They created a Wealth Enterprise. The Goodwells have a clear purpose for their wealth and manage it with a long-term strategy. Financial reports allow the Goodwells to measure progress and evaluate each provider’s effectiveness.

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Empresa Patrimonial®